Strategic Content Perspectives & Ideas
Raising Assets in an Era of Rebalancing
Across the globe, allocators are reassessing and rebalancing their portfolios. Regardless of fund size, the desire to develop relationships and raise assets requires a renewed approach to branding, marketing and investor relations. Hedge funds that can effectively express their value proposition in this new regime are likely to develop new partnerships and strengthen their pre-existing relationships. The Capital Playbook 2023 provides key insights for marketing and investor relations strategy, talent, travel, and customized products.
Terms, Fees & ESG: Why True Alignment Matters
There is considerable hunger for products classified as an ‘ESG’ or ‘sustainable’ one. We investigate what it means for this diverse array of products and potential alignment of terms, fees, and structure between allocator and managers.
There’s No ‘EBITDA’ for ESG…Yet
How are alternative funds responding to broader sustainability trends in capital markets? Diving into fund ESG policies and processes, investor demand for sustainable products, and why concepts of financial materiality are critical to the next decade.
The Quest to Standardize Environmental and Sustainable Reporting
Sustainable investing has long lacked the true standardization that that traditional financial reporting represents. But a growing number of ‘sustainable factors’ have been determined to be financially material. ‘E’-Harmony examines the what, how, how often, and why of sustainability reporting, and what may lie ahead for companies and asset managers alike. What are the challenges and opportunities moving forward for a harmonized set of clear, robust and accurate ESG reporting standards?
Is It Time for ‘E,’ ‘S’ and ‘G' to Part Ways?
ESG has hit an official turning point, with flows starting to match interest and performance in line (and in some cases – outperforming) broader indices. The Great Divorce explores why sustainable investing will help define the next decade, whether it’s inevitable that 'E,' 'S,' & 'G' part ways, and why carbon and climate adjacent issues could rise to the fore for investors in the years ahead.
E is for 'Emissions?'
This whitepaper explains why environmental issues are among the most quantifiable in the ESG space, how mutliple trends are converging to facilitate exponential ESG growth, and what lies ahead for the transition to a lower carbon world. This is part of an ongoing series, "The Road to 2030," that explores areas where we expected to see unparalleled growth, innovation, and dynamism over the next decade.
An Advanced ESG Primer
After years of interest in the sustainability space, 2018 was an inflection year for exponential ESG asset growth. ESG managed assets in the U.S. are more than $11 trillion, and globally account for 1 in 4 invested dollars. Why? Read Reinventing ‘Value’: An Advanced ESG Primer for insight to the driving forces behind this explosive growth.