Portfolio Insight – Cambridge Associates


ESG: BUILDING A BETTER WORLD


Considering environmental, social and governance (ESG) factors when building portfolios is no longer a niche strategy. Indeed, it is rare to find an institutional investor who does not integrate some elements of sustainability into at least one of their strategies.


Investing to help achieve net zero, improve equality or conserve natural resources are now mainstream objectives and their impor- tance among pension schemes is expected to grow…and rapidly.


PwC believes that asset managers globally will have $33.9trn (£27.9trn) worth of ESG- compliant assets under management by 2026, up from $18.4trn (£15.1trn) in 2021. The issue is that there is more to building a sustainable portfolio than investing in a wind farm. Then there is greenwashing and a lack of data to contend with. So how should institutional investors integrate ESG and sustainability into their portfolios? To find out, portfolio institutional spoke to Annachiara Marcandalli, partner and Euro- pean head of sustainability and impact at Cambridge Associates, who has been help- ing investors build sustainable portfolios for more than two decades.


24 | portfolio institutional | December-January 2023 | Issue 119


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20  |  Page 21  |  Page 22  |  Page 23  |  Page 24  |  Page 25  |  Page 26  |  Page 27  |  Page 28  |  Page 29  |  Page 30  |  Page 31  |  Page 32  |  Page 33  |  Page 34  |  Page 35  |  Page 36  |  Page 37  |  Page 38  |  Page 39  |  Page 40  |  Page 41  |  Page 42  |  Page 43  |  Page 44  |  Page 45  |  Page 46  |  Page 47  |  Page 48  |  Page 49  |  Page 50  |  Page 51  |  Page 52