Believe in sustainable investing or not, investors in today’s markets need to understand the impact it’s having on investment returns and portfolio construction. New opportunities abound and may drive macro economics, while access to early stage opportunities is driving investor demand, and markets are already trading on future outcomes. Going back to the drawing board, those that seize the initiative will thrive as the capital markets stand on the cusp of a transformation to an ESG world. - Suni Harford, UBS Asset Management. Earn 0.50 CE/CPD hrs on Portfolio Construction Forum