What is it about?
Investors can select companies that create value in the long term through fundamental analysis. Investors build thus a concentrated portfolio of sustainable companies. The next step is engagement with these companies to stimulate them in their long term strategy. Investors can thus accelerate the transition to a sustainable economy.
Featured Image
Photo by Science in HD on Unsplash
Why is it important?
The transition to a sustainable economy is endogenous. The more companies are adopting sustainable business models, the quicker the transition.
Perspectives
Fundamental investing in sustainability requires a new mindset of investors. We leave market portfolio thinking behind and we add social and environmental factors to our financial metrics (risk return).
Dirk Schoenmaker
Erasmus Universiteit Rotterdam
Read the Original
This page is a summary of: Investing for long-term value creation, Journal of Sustainable Finance & Investment, June 2019, Taylor & Francis,
DOI: 10.1080/20430795.2019.1625012.
You can read the full text:
Contributors
The following have contributed to this page
