Impact in public markets

Public markets present many opportunities to pursue environmental and social goals in investor portfolios. Bridgewater’s director of investment research, Karen Karniol-Tambour, discusses frameworks for assessing the sustainability and impact characteristics of public assets including equities, fixed income assets and commodities which investors can apply to their own portfolios. View Karen’s presentation slides here[vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Karen%20Kaniol-Tambour%22%2C%22job_role%22%3A%22Head%20of%20investment%20research%2C%20Bridgewater%20Associates%22%2C%22content%22%3A%22Karen%20Karniol-Tambour%20joined%20Bridgewater%20in%202006%20and%20heads%20investment%20research%2C%20overseeing%20teams%20of%20investors%20developing%20systematic%20insights%20on%20global%20markets%20and%20economies.%20Karniol-Tambour%20is%20a%20member%20of%20Bridgewater%E2%80%99s%20investment%20committee%20and%20co-chair%20of%20Bridgewater%E2%80%99s%20commercial%20and%20business%20strategy%20committee.%20She%20leads%20Bridgewater%E2%80%99s%20sustainable%20investing%2C%20and%20is%20a%20member%20of%20Harvard%20Business%20Schools%E2%80%99%20Impact-Weighted%20Accounts%20Leadership%20Council.%20Karniol-Tambour%20received%20her%20AB%20from%20Princeton%E2%80%99s%20School%20of%20Public%20and%20International%20Affairs%20with%20a%20Certificate%20in%20Finance.%20She%20is%20a%20World%20Economic%20Forum%20Young%20Global%20Leader%2C%20an%20Atlantic%20Council%20Millennium%20fellow%2C%20and%20serves%20on%20the%20board%20of%20Seeds%20of%20Peace%2C%20a%20nonprofit%20cultivating%20young%20leaders%20to%20transform%20conflict%20in%20the%20Middle%20East%20and%20South%20Asia.%20Karniol-Tambour%20was%20included%20in%20Fortune%E2%80%99s%2040%20Under%2040%20most%20influential%20leaders%20in%20business.%22%2C%22image%22%3A%2243087%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Fkaren-karniol-tambour-34239ba%2F%22%7D%5D” title=”Speakers” el_class=””][vc_quotes layout=”accordion” quotes=”%5B%7B%22name%22%3A%22Amanda%20White%22%2C%22job_role%22%3A%22Director%2C%20institutional%20content%2C%20Conexus%20Financial%20%20%20%22%2C%22content%22%3A%22White%20is%20responsible%20for%20the%20content%20across%20all%20Conexus%20Financial%E2%80%99s%20institutional%20media%20and%20events.%20She%20is%20responsible%20for%20directing%20the%20bi-annual%20Fiduciary%20Investors%20Symposium%20which%20challenges%20global%20investors%20on%20investment%20best%20practice%20and%20aims%20to%20place%20the%20responsibilities%20of%20investors%20in%20wider%20societal%2C%20and%20political%20contexts%2C%20as%20well%20as%20promote%20the%20long-term%20stability%20of%20markets%20and%20sustainable%20retirement%20incomes.%20She%20is%20the%20editor%20of%20conexust1f.flywheelstaging.com%2C%20the%20online%20news%20and%20analysis%20site%20for%20the%20world%E2%80%99s%20largest%20institutional%20investors.%20White%20has%20been%20an%20investment%20journalist%20for%20more%20than%2020%20years%20and%20has%20edited%20industry%20journals%20including%20Investment%20%26%20Technology%2C%20Investor%20Weekly%20and%20MasterFunds%20Quarterly.%20She%20was%20previously%20editorial%20director%20of%20InvestorInfo%20and%20has%20worked%20as%20a%20freelance%20journalist%20for%20the%20Australian%20Financial%20Review%2C%20CFO%2C%20Asset%20and%20Asia%20Asset%20Management.%20She%20has%20a%20Bachelor%20of%20Economics%20from%20Sydney%20University%20and%20a%20Master%20of%20Arts%20in%20Journalism%20from%20the%20University%20of%20Technology%2C%20Sydney.%20She%20was%20previously%20a%20columnist%20for%20the%20Canadian%20publication%2C%20Corporate%20Knights%2C%20which%20is%20distributed%20by%20the%20Globe%20and%20Mail%20and%20The%20Washington%20Post.%20White%20is%20currently%20a%20fellow%20in%20the%20Finance%20Leaders%20Fellowship%20at%20the%20Aspen%20Institute.%20The%20two-year%20program%20consists%20of%2022%20fellows%20and%20seeks%20to%20develop%20the%20next%20generation%20of%20responsible%2C%20community-spirited%20leaders%20in%20the%20global%20finance%20industry.%22%2C%22image%22%3A%2243061%22%2C%22linkedin%22%3A%22https%3A%2F%2Fwww.linkedin.com%2Fin%2Famanda-white-101a7515%2F%3ForiginalSubdomain%3Dau%22%7D%5D” title=”Moderator” el_class=””][vc_empty_space height=”10px”]

Key takeaways

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Unanswered questions and answers

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Related reading

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Poll results

[vc_empty_space height=”10px”]Are you pursuing impact in your portfolio?[vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22Yes%2C%20in%20a%20small%20part%20of%20the%20portfolio%20(%3C5%25)%22%2C%22y_values%22%3A%2238%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22Yes%2C%20in%20one%20asset%20class%20but%20not%20in%20others%22%2C%22y_values%22%3A%226%22%2C%22color%22%3A%22pink%22%7D%2C%7B%22title%22%3A%22Yes%2C%20in%20more%20than%20half%20of%20my%20portfolio%22%2C%22y_values%22%3A%2225%22%2C%22color%22%3A%22chino%22%2C%22custom_color%22%3A%22%2375d69c%22%7D%2C%7B%22title%22%3A%22Yes%2C%20in%20my%20whole%20portfolio%22%2C%22y_values%22%3A%2219%22%2C%22color%22%3A%22violet%22%2C%22custom_color%22%3A%22%23ebebeb%22%7D%2C%7B%22title%22%3A%22No%22%2C%22y_values%22%3A%2213%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23b97ebb%22%7D%5D”][vc_empty_space height=”10px”]What most stands in your way to pursue more impact through your portfolio of public market assets?[vc_line_chart x_values=”” values=”%5B%7B%22title%22%3A%22I%20worry%20I%20will%20give%20up%20too%20much%20return%22%2C%22y_values%22%3A%2214%22%2C%22color%22%3A%22blue%22%7D%2C%7B%22title%22%3A%22The%20availability%20of%20reliable%20and%20consistent%20data%22%2C%22y_values%22%3A%2243%22%2C%22color%22%3A%22pink%22%7D%2C%7B%22title%22%3A%22Communication%20with%20members%20and%20stakeholders%20(eg%20why%20we%20hold%20%2F%20don’t%20hold%20certain%20assets)%22%2C%22y_values%22%3A%2210%22%2C%22color%22%3A%22chino%22%2C%22custom_color%22%3A%22%2375d69c%22%7D%2C%7B%22title%22%3A%22Availability%20of%20sustainable%20investments%20at%20scale%22%2C%22y_values%22%3A%2219%22%2C%22color%22%3A%22violet%22%2C%22custom_color%22%3A%22%23ebebeb%22%7D%2C%7B%22title%22%3A%22Other%20challenges%22%2C%22y_values%22%3A%2214%22%2C%22color%22%3A%22pink%22%2C%22custom_color%22%3A%22%23b97ebb%22%7D%5D”]