Capital Allocators – Inside the Institutional Investment Industry Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
Jun 18, 2020
Emanuel Citron, Managing Partner at Volery Capital, co-founded his firm to prioritize socially and environmentally responsible investments. He shares insights from surveying over 1,200 sustainable funds and discusses the critical traits of effective managers. Citron explores the integration of ESG factors into investment strategies, identifies emerging opportunities in workforce development and climate solutions, and highlights the importance of due diligence in assessing impact. He also reflects on personal growth and the value of supporting others in their journeys.
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Mapping the Market
- Volery Capital maps over 1,200 managers across asset classes and geographies.
- They use a green, yellow, and red system to categorize potential investment opportunities.
Investment Prioritization
- Prioritize large investment categories with multiple investment opportunities.
- Consider factors like cyclicality, secular tailwinds, and potential for positive impact.
Thematic Focus
- Volery Capital focuses on workforce development, particularly retraining and upskilling employees.
- They also invest in sustainable agriculture, water, and energy efficiency.