Asset allocation plays such a fundamental role to determining long-term returns that ignoring these sustainability issues – where the impacts affect economies, businesses and society over decades – just does not make sense.
Investors allocate to private equity with the expectation of achieving superior returns relative to public-market investments. This approach has generally paid off in corporate private equity with return premiums that have compensated investors for the risk of illiquidity. However, the same cannot be said for real estate private equity.
The global health crisis and recession have turned property markets upside down in dramatic fashion, as shelter-in-place orders have given certain tenants the economic and political cover to avoid or delay rent payments.
A guide to integrating sustainability across asset classes.
Reflections from Sonal Desai, chief investment officer, Franklin Templeton Fixed Income from the Franklin Templeton 2019 Global Investor Forum.
Sustainability investing - meeting the needs of the present generation without compromising those of generations to come.
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Sustainability Digital – Sept 2020