3:40pm - 4:30pm

2B: Putting Theory into Practice: The Multi-Asset Sustainable Portfolio Room: Muirfield

Sustainable portfolios have become more than one-off allocations, PRIs, or simple exclusions. They are in many cases multi-asset portfolios that span active and passive management, public and private markets, and all asset classes. But the reality of putting these portfolios into implementation raises challenging questions which this session will address: What is an organization’s responsibility in the Investment Policy Statement? Can an asset allocation truly reflect the “traditional” corpus’s risk and return objectives? How can managers be classified across level/type of sustainability, and how can Fiduciaries accurately measure impact across disparate sections of the allocation?