White Paper: Hedge Funds and Socially Responsible Investing

$500.00

Table of Contents

Introduction                                                             

Socially Responsible Investing and Related Approaches 

Regulation

Hedge Funds Focusing on Socially Responsible Investing

Early Adopters – Activists

New Fund Initiatives

Short Sellers

Challenges for Investors and Managers

Performance                                                

Outlook

Footnotes

About Peltz International 

 

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Description

In the hedge fund community, adoption of Socially Responsible Investing and Environmental, Social and Governance has been relatively slow compared with other asset classes but progress is being made. Among the early adopters are activist managers who have focused on governance for years and are now including SRI in their investment process.

Embracing SRI is seen as a way to gain more assets from institutional investors. For that and other reasons, a number of managers have recently started SRI/ESG funds and/or hired ESG chief investments officers. Short-sellers are also seeing opportunities and shorting companies that greenwash.

In this white paper, Peltz International provides an overview of various managers taking these steps, assessing performance results as well as discussing the challenges to doing so.