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.
Vivek Tanneeru is a portfolio manager at Matthews Asia and manages the firm’s Emerging Markets Sustainable Future, Emerging Markets Small Companies, Asia Small Companies and Asia Sustainable Future Strategies. Before joining Matthews Asia in 2011, Tanneeru was an investment manager on the Global Emerging Markets team of Pictet Asset Management in London. While at Pictet, he also worked on the firm’s Global Equities team, managing Japan and Asia ex-Japan markets. Before earning his MBA from the London Business School, Tanneeru was a business systems officer at The World Bank and served as a consultant at Arthur Andersen Business Consulting and Citicorp Infotech Industries. He interned at Generation Investment Management while studying for his MBA. Tanneeru received his Master’s in Finance from the Birla Institute of Technology & Science in India.