XPS Group’s Post

“There is a fiduciary responsibility to consider ESG factors - even if your involvement is for a short period of time - you could be making asset decisions on behalf of long-term beneficiaries. Therefore appreciating the detail, including the lesser discussed areas outlined in this blog, is important.” A point made by Faye Clark, CFA in her blog below… a point well made!

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.

While ESG remains a factor, investors are questioning whether it continues to drive financial performance as strongly as before. #ESG #Investment #ImpactInvesting #2024

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

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 💡

Financial markets tend to view climate-related risks as long-term. But there are several factors that can impact portfolios within the coming few years – even months. Schroders’ Irene Lauro, Economist, and Ben Popatlal, Multi-Asset Strategist, share five market-moving #sustainability risks with potential to impact now. Learn more: https://okt.to/ri4tq7 #EconomicViews #MarketViews #ESG

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

Webinar: Carbon Markets - What Investors Need to Know Wednesday, October 2, 11:00 AM EDT Carbon credits have received increased attention over the past year, as questions about data integrity and real-world carbon abatement come to light. However, this nature-based asset class continues to evolve, offering a promising long-term opportunity for institutional investors. Join our expert panel as they explore the latest developments in carbon markets—from improved assessment methods to growing interest from companies and investors—and what to expect in the year ahead. This webinar will be moderated by Emmanuel Tamrat, Senior Research Analyst. Speakers will include: Eric Cooperström, Managing Director, Impact Investing & Natural Climate Solutions, Manulife Investment Management. Guy Turner, Managing Director, Global Head of Carbon Markets, MSCI Tasos Zavitsanakis, Managing Director and Co-Head of the APAC Sustainable Finance Office, UBS AG Non-members may pay a fee to join. Register: https://lnkd.in/evfj8QDE #corpgov #corporategovernance #voiceofcorporategovernance #institutionalinvestors

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