Credit Suisse's Guide To Sustainable Portfolio Construction
How retail investors can use sustainable and impact investing strategies as building blocks to construct portfolios while meeting their investment objectives.
It is now possible to replicate a traditional portfolio with instruments that apply the four sustainable investing approaches outlined previously. Investors can now find sustainable strategies across asset classes, which have similar risk/return profiles as traditional approaches.
The SAA and TAA processes are largely the same for sustainable and traditional investors. However, there are a number of additional considerations for sustainable investors when developing an SAA and implementing a TAA.