Sustainable Investing

Edition: 1 Date: 03/12/2022 Price: £34.99 ISBN Paperback: 9781398607903 ISBN Ebook: 9781398607910 Pages: 312 Format (mm): 234x156 Product Category: Supplementary Text/

Professional

Subject: Accounting & Finance « This insider’s guide optimizes the opportunities for sustainable finance while noting and addressing the challenges with solutions « Helps readers to avoid common pitfalls with its balanced and realistic take on sustainable investing « Presents a plethora of case studies, examples, graphs and charts, and new solution ideas in each chapter « Supported by fresh insights and viewpoints from a range of top-tier expert commentators « Written by an experienced author team who built one of the financial industry’s fastest growing and most decorated sustainable investing franchises

Description

The Practical Guide to Sustainable Investing takes a shrewd and honest look at the realities of Environmental, Social and Governance investing and provides a pragmatic steer for how finance professionals can make it work for them in practice.

The book delivers a balanced overview, covering topics such as Sustainable Investing Data and Disclosure and Corporate Sustainability actions and diving into individual asset classes including Equities, Bonds, and Alternatives. It neither blindly praises or criticises activities, but rather explains the incentives and compromises that have occurred to reach a certain point, reviewing both successes and failures in sustainable investing. Above all, it is practical: it presents examples and cases in each chapter and offers useful ideas and plans for how to take sustainable finance forward while balancing credibility and commerciality in equal measure.

By offering a realistic account of what is working and what is not, readers of this book will be given a unique and deep insight into the current environment and a suite of thought-provoking ideas they may carry forward in their own careers. Together, the authors built one of the financial industry’s fastest growing and most decorated sustainable investing franchises, and their impressive credentials and deep knowledge underpin the book.

This is a must-read for every finance professional, investor and regulator-whether they are seeking to fast track their careers, bring commercial and sustainable learning to their organisation, or upgrade their understanding of this crucial but complex topic.

Author Information

Simon Smiles, PhD, is a seasoned sustainable finance investment strategist, based in Zurich, Switzerland. He was most recently Group Managing Director and CIO for Ultra High Net Worth Clients at Swiss multinational investment bank and financial services firm UBS Wealth Management, establishing and running the wealth management sustainable and impact investing teams. Simon is also a IIF Future Leader, WEF Young Global Leader, and member of the Milken Institute’s Young Leaders Circle. Simon holds a PhD in economics from Australian National University

James Purcell is the Group Head of ESG, Sustainable, and Impact Investing at Quintet Private Bank, where he is based in Zurich, Switzerland. Previously, James was a Managing Director and the Global Head of Sustainable and Impact Investing at UBS Wealth Management. In 2018 he was named by Financial News as a Rising star of Asset Management under 40. Under his supervision, UBS won variants of Best Private Bank for sustainable investing from Euromoney, Asia Private Banker, and Financial Times publications.

Table of Contents

1 Introduction 2 What is Sustainable Investing (SI)? 3 SI measurement and data? 4 Corporate ESG activity 5 Key SI themes 6 Public equity 7 Debt 8 Private investments 9 Cross asset allocations and portfolios 10 Conclusion