Education, Due Diligence Key to Gaining From Sustainable Investing
October 01 2009 - 10:04AM
PR Newswire (US)
WASHINGTON, Oct. 1 /PRNewswire-FirstCall/ -- Interest in
sustainable investment projects is on the rise as institutional
investors look for alternate investment structures after the
collapse of the markets in 2008. However, Watson Wyatt, a leading
global consulting firm, warns that investors could face additional
risk if they invest in these projects without educating themselves
or determining whether they align with their investment beliefs.
Sustainable investment (SI) is a broad term encompassing a variety
of approaches that incorporate environmental, social, or corporate
governance (ESG) factors in investment processes and ownership
activities. Examples include investing in environmental
infrastructure, clean energy or sustainable transportation. "SI has
taken off for many reasons. The United Nations-backed Principles
for Responsible Investment (PRI) gave it considerable support
globally, and more recently, in light of the economic crisis,
investors and shareholders have been more open to reassessing their
role within the financial system and the broader economy," said
Carl Hess, global head of investment consulting at Watson Wyatt.
"Similar to any burgeoning investment viewpoint, as SI moves into
the mainstream it is important that investors test the waters
before diving in." Watson Wyatt investment experts advise that the
first step investors should take is to define their investment
beliefs. Most investors will fall into one of three categories --
advocate, neutral or dissenter -- depending on how they feel
sustainability factors influence asset class returns, whether
sustainability risks are incorporated into share prices in general,
and so on. Next, an implementation approach can be determined,
ensuring that the previously-determined beliefs align with the
governance required for each approach. The firm identifies a number
of implementation strategies for various asset classes, including:
-- The Integration approach, which typically involves equity fund
managers incorporating sustainability factors into investment
analysis to identify risk and opportunities outside the limits of
conventional analysis. -- Sustainability-themed mandates, which,
when included alongside core investments, could further diversify
the portfolio and cushion against sudden shocks. Examples include
climate change funds, "green" real estate funds and clean
technology funds. -- Engagement, a strategy that encourages
shareholders to influence company management around ESG issues and
affect the firm's performance and future prospects. "Many
sustainable investment projects are able to keep up with or even
outperform the market because they fall into so many diverse asset
classes. However, each must be evaluated on its own merits
according to investors' investment philosophies," said Sarah
Cleveland, senior investment consultant at Watson Wyatt. "The
smartest investors determine their capacity for risk before
embarking on a sustainable investment strategy." For more
information, please visit:
http://www.watsonwyatt.com/europe/topics/htrender.asp?ID=16471.
About Watson Wyatt Investment Consulting Watson Wyatt Investment
Consulting, a division of Watson Wyatt, is focused on creating
financial value for institutional investors through independent,
best-in-class investment advice. We are specialist investment
professionals who provide coordinated investment strategy advice
based on expertise in risk assessment, strategic asset allocation
and investment manager selection. Watson Wyatt Investment
Consulting provides investment advice to some of the world's
largest pension funds and institutional investors, and has more
than 550 associates in Europe, the Americas and Asia. In the U.S.,
investment advisory and investment consulting services are provided
by Watson Wyatt Investment Consulting, Inc., which is a subsidiary
of Watson Wyatt Worldwide Inc. Watson Wyatt Investment Consulting,
Inc., is a registered investment adviser with the Securities and
Exchange Commission. About Watson Wyatt Watson Wyatt
(NYSE:WWNASDAQ:WW) is the trusted business partner to the world's
leading organizations on people and financial issues. The firm's
global services include: managing the cost and effectiveness of
employee benefit programs; developing attraction, retention and
reward strategies; advising pension plan sponsors and other
institutions on optimal investment strategies; providing strategic
and financial advice to insurance and financial services companies;
and delivering related technology, outsourcing and data services.
Watson Wyatt has 7,700 associates in 33 countries and is located on
the Web at http://www.watsonwyatt.com/. DATASOURCE: Watson Wyatt
CONTACT: Ed Emerman for Watson Wyatt, +1-609-275-5162, ; or Steve
Arnoff of Watson Wyatt, +1-703-258-7634, Web Site:
http://www.watsonwyatt.com/
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