Discover why the worlds leading Sustainable and Responsible investors choose to invest for good - while making market returns.

Sustainable & Responsible Investing 360° is a compelling read for anyone interested in pursuing an investment strategy for positive social, environmental, and ethical impact – at market rate returns. With climate change, social justice, and political divisions at the forefront of today’s headlines, the stories and tactics of Sustainable and Responsible Investing have become not only mainstream but exceptionally relevant to the next generation of investors.

Recognizing the powerful impact that Sustainable and Responsible investing can have on these societal, economic, and environmental challenges, Scott Arnell has identified and connected with 26 of the world’s leading Sustainable and Responsible Investment experts, engaging in comprehensive conversations to reveal their unique investment journeys, approaches, experiences, tips, strategies, and insights.

Arnell’s interviewees have more than 700 years of combined professional investment experience with trillions in assets under management. Somewhere along their professional journey, each made a personal and professional commitment to use investing as a proactive force for good. Now they reap not just financial rewards but gain profound satisfaction knowing that they are helping improve the world and the lives of those in it. “My goal in researching and writing this book,” Arnell explains, “was to reveal how these experts integrate non-financial criteria into their investment decisions to successfully achieve environmental and social impact in the world alongside market-rate financial returns. I also wanted readers to understand how the individual life voyages of these leading investors led them to commit to engaging exclusively in Sustainable and Responsible investing, hopefully inspiring others to reflect on their own investing philosophies.”

R. Scott Arnell is the founding partner of Geneva Capital S.A. (www.GenevaCapitalSA.com), an alternative investment advisory firm based in Geneva, Switzerland specializing in sustainable & responsible investment opportunities. Since founding Geneva Capital, he has focused on mobilizing private equity investment into companies and investment funds primarily in Europe, Asia and emerging/frontier markets. Prior to founding Geneva Capital, Arnell had over 20 years of international financial & business management experience serving in senior executive international financial & business operations management roles at multiple Fortune 500 companies in the consumer products, high-tech and internet telecoms sectors. He has extensive business experience in Europe, Asia and Latin America and lives in Switzerland, the Netherlands and Mexico.

Acknowledgements

How Did We Get Here?

Introduction

Chapter 1 - Why Sustainable & Responsible Investing?

Jed Emmerson – Tiedemann Advisors

Chapter 2 - Why SRI is a Future-Proof Trend

Marisa Drew – Credit Suisse

Chapter 3 - Aligning Investment Portfolios with SRI Values

Chapter 4 – Public Equities

Eric Rice – Active Impact Investing – BlackRock

Matt Patsky – Global Public Equities – Trillium Asset Management

Alina Donets – Natural Capital - Lombard Odier Asset Managers

Daniel Klier – Quantitative Sustainable Investing – Arabesque Asset Management

Chapter 5 – Fixed Income

Bram Bos – Green Bonds – NN Investment Partners

Mark Dowding – ESG Fixed Income Investing – BlueBay Asset Management

Mitch Reznick – Sustainable Fixed Income – Federated Hermes

Patrick Drum – Islamic Finance – Saturna Capital

Simon Bond – Social Impact Investing – Columbia Threadneedle Investments

Chapter 6 – Alternatives: Private Equity

Jean-Philippe de Schrevel – Emerging & Frontier Markets Impact Investing – Bamboo Capital

Stewart Langdon – Emerging Markets Impact Investing – LeapFrog Investments

Stefano Bacci – Environmental Sustainability SME Investing – Ambienta

Ron Gonen – Circular Economy Investing – Closed Loop Partners

Chapter 7 – Alternatives: Private Debt

Ben Rick – Social Impact Investing – Social and Sustainable Capital

Philipp Mueller – MicroFinance – BlueOrchard Finance Ltd.

Jennifer Pryce – Community Investment – Calvert Impact Capital

Chapter 8 – Alternatives: Venture Capital

Sharon Vosmek – Women-Led Venture Capital – Astia

Amy Novogratz – Sustainable Aquaculture Venture Capital – Aqua-Spark

Tammy Newmark – Latin American Nature-Based Eco-investing – EcoEnterprises Fund

Peter Arensman – Sustainable Agriculture Venture Capital – Future Food Fund

Chapter 9 – Real Assets

Dave Chen – Sustainability Driven Real Asset Investing – Equilibrium Capital

Basil Demeroutis – Sustainable Real Estate Investing – FORE Partnership

Radha Kuppelli – Sustainable Forestry Investing – New Forests

Micah Schultz – Connected Community Real Estate Investing – Lendlease Group

Chapter 10 – Some Closing Thoughts

Chapter 11 – Short Lessons Learned – My Closing Questions

Chapter 12 – What is the Single Most Important Challenge in SRI Right Now?

Chapter 13 – What Do You Know Now That You Wish You Knew When You Started in SRI?

Chapter 14 – What’s a Lesson Learned from an Investment that “Ticked All of the Boxes” but Didn’t Work Out?

Chapter 15 – What’s a Lesson Learned from an Investment You Were Skeptical of that Did Work Out?

Chapter 16 – If Someone Wants to Get into SRI, Where Should They Start?

Chapter 17 – Extended Conversations

Notes

Index

About the Author

I recommend Sustainable & ResponsibleInvesting 360° to any investor who cares about creating a better future for communities everywhere.
— Sir Ronald Cohen, Chair, Global Steering Group for Impact Investment

Sustainable & Responsible Investing 360° presents the thought-provoking viewpointsof professional investors who are investing for impact across major asset classes. In over two dozen interviews, Scott Arnell investigates the motivations and strategies of world-class innovators to understand and explain how they are investing to achieve positive change in the world, without sacrificing market returns. I recommend Sustainable & ResponsibleInvesting 360° to any investor who cares deeply about a better and more just tomorrow for everyone.
— Paul Shoemaker, Founding President of Social Venture Partners International

Every page of this highly readable book is proof positive that Socially Responsible and Impact investing is no longer just a niche, but has become mainstream. It is clear that evaluating environmental and societal equity effects when allocating capital is increasingly as important in forecasting expected returns as the prevailing level of interest rates and earnings growth.
— James Ellman, founder of Seacliff Capital, LLC and author of Hot Stocks: Investing for Impact and Profit in a Warming World

Sustainable & Responsible Investing 360° presents readers with a diverse selection of game-changing leaders and innovators in the sustainable, responsible and impact investing world across several major asset classes. In twenty-seven interviews, Scott Arnell lets these professional investors explain how they align their portfolios with their values and the investment strategies they use to positively transform the world while achieving competitive financial returns. Investing for impact is no longer just for high-net-worth individuals… it’s mainstream and required to be competitive.
— Georg Kell, Chairman of the Board at Arabesque, Founding Director of the United Nations Global Compact