Session date and time
May 2, 2023
9:30 - 10:30 a.m.
As environmental, social and governance considerations have become increasingly critical for investors and portfolio managers, many emerging markets, seen through a sustainable lens, have found themselves lagging behind the progress of much of the developed world. Emerging markets have ample work to transition their economies onto a sustainable footing, but we believe this gap with the developed world introduces a tremendous investment opportunity, led by emerging market companies on the leading edge of crafting a sustainable future. In our view, finding quality companies that can succeed in a variety of macroeconomic and political environments is the one proven approach to capturing long-term sustainable growth opportunities in the emerging markets. In this session, we explore how sustainable strategies can help drive alpha while helping mitigate the risks associated with unanticipated government policies, regulatory oversight and geopolitical considerations.
