Summa & Friends

Ep #17: The Power of Directing Capital


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The United Nations Sustainable Development Goals (SDGs) has been described as a business plan for the world, highlighting 17 broad problem areas for which the world needs to find solutions. While originally intended for governments, the UN SDGs is also a powerful framework for investors who have both financial and sustainability objectives. 

 

Creating truly sustainable portfolios is hard and requires a fundamental rethink of the entire investment process to incorporate impact as a third dimension, alongside risk and return. So, says Carsten Stendevad, co-CIO for sustainability at Bridgewater who shares his perspective on the challenges and rewards of building sustainable portfolios in today’s episode.

 


On today’s podcast:

 

●       Bridgewater’s sustainable investing journey

●       How Bridgewater applies their systematic research approach to sustainability

●       Assessing net zero alignment – from macro to individual players

●       Balancing return, risk and impact to achieve strong financial and sustainability outcomes

●       Reflections on a sustainable future

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Summa & FriendsBy Summa Equity