A framework for ESG considerations in portfolio design

Lesson learned: How allocators can turn investment experience into a value-creation edge

Asset owners’ unique vantage point across managers, companies and market cycles gives them a powerful value-creation advantage, but many fail to capture and reuse what they learn, argues a new paper co-authored by Stanford University, alongside the CIOs of the University of California and Danantara. The paper sets out a “value-creation capability” framework to turn institutional experience into a repeatable investment edge without creating another layer of bureaucracy.