Sustainable Investing

At Top1000Funds Sustainability in Practice Digital, Co-CIO for Sustainability Carsten Stendevad and PGGM’s Jaap van Dam discuss the need for more clarity and better communication in sustainability.

Under current policies, we expect no decline in oil consumption for years. Pay attention to whether government action going forward will meaningfully reduce demand for oil — through carbon taxes or subsidies for alternative energy sources.

Have investors already piled into the companies most aligned with environmental and social goals, creating an ESG bubble? In a column published by the Financial Times, Co-CIO for Sustainability Karen Karniol-Tambour and Investment Associate Nikunj Jain explain why we suspect the shift into ESG stocks is only just beginning.

At Bloomberg’s Sustainable Business Summit Global conference, CIOs for Sustainability Carsten Stendevad and Karen Karniol-Tambour discuss Bridgewater’s systematic approach to building portfolios that incorporate sustainability goals.

We believe it is possible to build an equity portfolio that meets high sustainability standards without materially changing its return profile.

Co-CIO for Sustainability Karen Karniol-Tambour joins Insider’s “Future of Finance" conference to discuss how investors can apply traditional investment rigor and systemization to understand ESG issues that impact economies and markets, and build portfolios that incorporate sustainability goals.

In an interview with Top1000Funds, Co-CIOs for Sustainability Karen Karniol-Tambour and Carsten Stendevad discuss how Bridgewater is deploying its systematic research process to meet the challenges of investors who are seeking to build portfolios that pursue return and impact-oriented goals.

In this series, we explore the role of commodities in portfolios, including how to build a commodity allocation that is designed to meet investors' sustainability goals.