Strategic Sustainable Investing

Recognizing Value in Transitional Leadership

Nick Blandford – Timothy Nash – André Winter

Institutional Investors as a leverage point

Acronyms

Academic Rigor

Findings

Reflections

Next Steps

SRI – Socially Responsible Investing

SSI – Strategic Sustainable Investing

SSI Analysis Tool – Strategic Sustainable Investment Analysis Tool

(a.k.a. “The Tool”)

ESI – Emerging Sustainability Issue

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

24 600 000 000 000.US$

trillion

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

Investment capital

ReportingMovement

towards sustainability

Company’s Assets

++

+

+

+

Above Average Returns Movement towards Sustainability

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

In what ways can Institutional Investors use a Strategic Sustainable Development perspective to recognize value in transitional leadership towards

sustainability?

Exploratory Research

Data Analysis: Identifying the

gaps

Addressing the gaps:

Tool creation

Expert Feedback

Tool Testing

Discussion and Debrief

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

First Version of the Tool

11

Experts 3 Companies

2 Emerging Sustainability Issues5 Countries

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

“... being profitable is part of being sustainable. To me it goes hand-in-hand, and you can’t be sustainable if

you do not make profit or if you create liabilities for the future.”

Ralph Wherle– Chairman of Advisory Board / Axial Participações e Projetos

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

“... translating plans and actions into value creation, and what the impact is on the bottom-line. That is the

Holy Grail. That is what everyone wants to know.”

Kevin Ranney – Managing Partner / Director of Research, Jantzi Research

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

“SRI is not a helpful term. It certainly has all the right intentions, it just became a suspect label.”

Bob Willard – Author “The Sustainability Advantage” and “The Next Sustainability Wave”

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

2.0 TOOL OVERVIEW

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

Sector Selection

Baseline Analysis

Validation

Urgency Assessment

Severity Assessment

Systematic Contribution Assessment

Emerging Sustainability Issues Chart

Issue Specific

Public EquityPrivate Equity

Venture Capital

Debt Instruments (Bonds)

Government Investments

Corporate Strategy Development

Sustainability Reporting

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps

Acronyms – Leverage Point – Academic Rigor – Findings – Reflections – Next Steps