Matthew J. Kiernan (Canada)
Founder and Chief Executive Officer - Inflection Point Capital Management
New Frontiers for Sustainability Strategies
Too often, “sustainability investing” has been viewed as a discrete asset class, to which investors allocate a fixed (and usually small) percentage of their global equities allocation. I believe, however, that it is not an asset class, but rather an investment discipline or philosophy. As such, if one accepts it and believes in it, sustainability insights should not be confined to a fixed percentage of a single asset class, nor indeed to any single asset class. Instead, they should be used to add value across the fullest range of investment opportunities for which high-quality research can be found. Ultimately, of course, that approach should grow to become synonymous with simply “prudent, strategically-aware investing.” Several new, thematic strategies are discussed.