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Research Aims to Discover and Examine the Benefits and Challenges of Implementing Effective ESG Policies
NEW YORK and AMHERST, MA, January 13, 2017 – The Chartered Alternative Investment Analyst (CAIA) Association, the global leader in alternative investment education, and Adveq, the global private equity investor, today announced they have partnered to launch a study focused on gaining insights into the state of responsible investing, including the incorporation of environmental, social and governance (ESG) factors, in the alternative investment management industry.
A survey, which will be administered to the more than 8,700 CAIA Members worldwide, aims to further clarify the benefits and challenges of implementing effective ESG policies. The survey questions address such topics as ESG education, responsible investing standards, current firm practices and future plans, and are structured to differentiate among asset managers, asset owners, and consultants. Adveq and CAIA will use the results of the survey to better understand and educate others on the impact that responsible investing has on the alternative investment management industry.
“The depth and breadth of our Members make the CAIA network uniquely positioned to provide a range of insights into how asset owners, allocators and investors view and employ responsible investing practices, and this study will allow us to gauge not only their current thinking but also how responsible and ESG investing approaches are influencing their future plans,” said William J. Kelly, Chief Executive Officer of CAIA. “With this knowledge, we’ll be able to identify the gaps where more education is needed. It is a pleasure to team up with Adveq as we strive to gain a better understanding of this increasingly important topic and its potential impact on the industry.”
“As responsible investing becomes more prevalent, this study will help to identify the current state of involvement among investment firms around the world. We believe such an industry benchmark will be useful to asset owners and asset allocators who are assessing their own firm’s involvement and looking for responsible investing best practices,” said Lee A. Gardella, Managing Director and Head of Risk Management at Adveq. “We are thrilled to be partnering with such a well-respected and highly regarded global financial education association such as CAIA, and we look forward to examining the results of the survey.”
Founded in 1997, Adveq is a leading asset manager investing in private equity globally, and has more than $6.5 billion in assets under management as of November 30, 2016. It offers specialized investment solutions which allow the firm’s clients to access select private market segments through primary, secondary and co-investments.
Adveq’s client base comprises institutional investors such as pension funds, insurance companies, family offices and other financial institutions located in Europe, North America and the Asia-Pacific region. Many of Adveq’s investors are repeat, long-term clients with whom the firm has developed a role as a trusted partner for private market investing.
Adveq has offices in Zurich, Frankfurt, London, Jersey, New York, Beijing, Shanghai and Hong Kong. For more information, please visit: www.adveq.com.
About the CAIA Association
The CAIA Association is the world leader in alternative investment education, offering the only education program uniquely designed for individuals specializing in institutional-quality alternative investments. The Association is best known for the CAIA Charter, an internationally-recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience. Earning the CAIA Charter is the gateway to becoming a Member of the CAIA Association, a global network of more than 8,700 alternative investment professionals located in more than 90 countries. For more information, please visit: www.caia.org.
Managing Director of External Relations
“With this knowledge, we’ll be able to identify the gaps where more education is needed. It is a pleasure to team up with Adveq as we strive to gain a better understanding of this increasingly important topic and its potential impact on the industry.”