Sean Thompson’s Post

XPS’s Faye Clark, CFA highlights three ESG topics investors should not hide away from in our latest XPS POV. Read here: https://lnkd.in/evGc2jxz #XPSPOV #Investment #ESG

ESG's journey from a tick-box exercise to an all-encompassing lens for investment continues- influenced by shifts in sentiments, regulatory developments, macro-economic turbulence, global conflicts and wider considerations of climate change and social impact. Essential for progress is an alignment of LP and GP priorities and incentives, ESG is here to stay and it is not a trend that will fade away with the time. With great pleasure, I am providing you with the link to the complete report and interviews that were done and published yesterday by the "Private Equity Wire" in London. Throughout the interview, references were made to my remarks that detailed what is ESG to me and why producing a measurable impact is essential for my investments and reputation, adding my detailed approach to choosing investments, managers, partners, and service providers. They also highlight my cautious approach to conducting the ODD at the beginning of the process and continuing it during the holding period through the exit.   https://lnkd.in/e9dnDK9g. #privateequity #hedgefunds #venturecapital #sustainableinvesting #impact #privatelenders #wealthmanagement #secondaryinvestments #familyoffice #fundadministration #custodians #duediligence #appraisers #underwriters #valuation #publicequity.

In case you missed it, here are the top stories in ESG and responsible finance from last week: 1. Disorderly transition may spark financial meltdown: https://lnkd.in/eTdxY7Un 2. Impact fund analyst moves to Tcorp: https://lnkd.in/g5ups9Cn 3. Just transition for regional Australia: https://lnkd.in/g3Yw-XZw #ESG #sustainablefinance #responsiblefinance #justtransition #climatechange

Today, many investors have pivoted to generating returns while positively impacting society and the environment. ESG investing is a way to invest focused on non-financial factors: https://hubs.la/Q02bWz2l0 #PalmSprings #InvestmentManagement

ESG specifically refers to information that investors are increasingly demanding on those topics for one simple reason: It matters. https://lnkd.in/eQPwgG56

Is it time to rethink your #ESG strategy?   Investors have relied on #ESGratings since the 1980s. But they may be better off switching to more sophisticated methods like ESG integration as #regulations tighten. Head of Core Equities Christoph Lang, CFA and Chief Sustainability Officer Dr. Daniel Wild say that a more nuanced strategy based on a deeper analysis of financial and ESG data is no longer optional. Get their insights in our latest article: https://lnkd.in/en7M4q6E #ESGstrategy #sustainableinvesting 💡

The very existence of COP demonstrates the broad-based interest in reducing the carbon intensity of economic activity. How we get there is still up for debate as is, it seems, how we describe that goal.

Regardless of political backlash or denial of benefits, it is a fact that considering sustainability impact is crucial for long-term investments. It is undeniably one of the most important factors! #sustainability #investments #esg #environment #investments #funds #risk #impact #sustainablefinance

Alarmist headlines, powerful conglomerates and so-called ‘anti-woke’ politicians are casting doubt about sustainable investing. But no matter how loud their noise, they can never prevent progress. Impact investing is on the right side of history, argues Managing Director Hadewych Kuiper. She encourages sustainable investors to stand strong and persevere. Like an oak tree against the wind. "I draw strength from the sometimes brazen arguments against ESG, sustainable and impact investing. Resistance is a normal part of change, and counterarguments make you aware of how others perceive things. They compel us to better articulate why we believe the financial sector should look at the ‘true return’ of their investment and replace their risk-return lens with an impact-risk-return lens when looking at investments." Read Hadewych's column on our website. #ImpactInvesting #SustainableInvesting #ESG #PositiveImpact #ImpactRiskReturn

"The vast majority of investors and fund managers incorporate climate and social risk factors into their decisions even if they don’t call it ESG." This story from the Financial Times aligns with our research using InferenceCloud.ai quantitative insights into the relevance of #esg terms to investors when choosing an asset manager. Bottom line of that: ESG terminology itself remains surprisingly relevant in this context - in spite of the backlash - but #assetmanagers need to reconnect the use of non-financial factors in portfolio management with enhanced returns, rather than social purpose. As Calpers told the FT: “We believe by investing in that strategy we can achieve outperformance." What matters here is substance, not labels. Read our research here: https://lnkd.in/gN8s-gQk Jason Wincuinas Steve Garton Mark Seall