Capital Allocators – Inside the Institutional Investment Industry Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
Jun 11, 2020
Liqian Ma, Head of Impact Investing Research at Cambridge Associates, shares his impactful journey from a coal-dependent city in China to a leader in sustainable investing. He discusses the integration of social and environmental factors into investment strategies, addressing risks like greenwashing. Liqian highlights the vital role of portfolio management in navigating climate change and socio-economic disparities while emphasizing workforce retraining as a key investment opportunity. His insights encourage thoughtful decisions and transparency in sustainable practices.
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Liqian's Path to Sustainability
- Liqian Ma's interest in sustainability stems from growing up in a coal-dependent Chinese city and witnessing resulting environmental damage.
- His parents' career sacrifices as immigrants further highlighted social inequalities, shaping his perspective.
Sustainable Investing: A Wider Lens
- Sustainable investing broadens traditional investment analysis by considering environmental and social factors.
- It involves identifying material information beyond financials to assess risks and opportunities.
Creating a Sustainable Strategy
- Understand a client's mission and values before creating a sustainable investment strategy.
- Map their purpose to investment themes and establish principles for portfolio construction.