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Student initiative g roup # 1 on Sustainable I nvestments

Student initiative g roup # 1 on Sustainable I nvestments. Cameron Dagg Georges Delrieu Luyang Li Victoria Paskannaya. Sustainability ? What is it?. Agenda: What is our approach?. - Executive summary - Decisions criterias - Fund characteristics - Alternatives and our solution

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Student initiative g roup # 1 on Sustainable I nvestments

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  1. Student initiative group #1 on Sustainable Investments Cameron Dagg Georges Delrieu Luyang Li Victoria Paskannaya

  2. Sustainability? What is it?

  3. Agenda: What is our approach? - Executive summary - Decisions criterias - Fund characteristics - Alternatives and our solution - Decision Matrix - Recommendation - “Kore Pillars” - Implementation - Key Take-Aways

  4. Executive summary By the end of this presentation you will be convinced that the best approach is a philosophy “Kore Pillars”, which suggestsa long term solution to sustainable investment practices.

  5. Persephone – Greek goddess of renewing of nature

  6. Decision criterias 1. Capital Management (~40%) a. Fund Risk (~14%) b. Portfolio Diversification (~14%) c. Risk-Adjusted Performance (~12%) 2. Environmental Management (~30%) a. Environmental Sustainability 3. Human Resource Management (~30%) a. Social Responsibility b. Corporate Governance

  7. Fund Characteristics • 1. Fund risk is governed by: • Fund Size • Turnover Ratio • Total Expense Ratio • Manager Tenure • Inception Date • 2. Diversification • 3. Fund performance vs. benchmark • 4. Environmental and Social Management

  8. Alternatives and our solution • Kore Pillars Portfolio: -60% Calvert, 30% Abbe, 10% Winslow • 100% Calvert • S&P 500

  9. Decision Matrix

  10. Implementation Market VS. Social Interactions

  11. Key Take-Aways Think deep and long term. “Kore Pillars” approach offers: • strong capital, • environmental and • social management.

  12. Thank you for attention Q&A

  13. Appendix 1

  14. Appendix 2

  15. Appendix 3

  16. Appendix 4

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