ESG & Impact Investing Strategy

Hewson Baltzell has spent the majority of his career focused on sustainability, climate change, Environmental, Social & Governance (ESG) research and impact investing. More than 20 years ago, he co-founded what is now MSCI ESG Research and helped build the ESG industry to what it is today. As a board member of the Global Impact Investing Network, he also influenced and helped build the related impact investing field.

Hewson’s consulting practice focuses on capital markets players – including institutional investors, ratings agencies, wealth managers, family offices, foundations/endowments, companies/boards of directors and nonprofits – on research, fund structuring, creation of indexes and ETFs, sourcing and due diligence on investments, and new product development. His broad experience as an investor, entrepreneur, board member, and product developer, along with his capital markets background, gives him a unique vantage point of seeing where the industry has come from since its inception and anticipating its possible next steps. 

STRATEGIC EXPERTISE:
• Climate Change
• ESG
• Impact Investing
• Sustainability Solutions

Areas of Expertise

Climate Change

 

• Investment strategies
• Task Force on Climate-related Financial Disclosure (TCFD)
• Doubling down: Exponential Climate, Project Drawdown, and others

Environmental, Social & Governance

 

ESG Ratings
• Methodologies
• Evaluation of research providers
• For users – asset owners, asset managers
• For rated companies
ESG Investment Strategies
• Development of Strategies for both Index & Concentrated Approaches

Impact Investing

 

For Foundations and other nonprofits
• Market-rate strategies
• Program-related Investments
• Strategies for all asset classes – public equities and bonds, private equity, real estate, real assets, alternatives

For Families
• Training – “Impact Investing 101”
• Strategy development and implementation
• Investment sourcing and due diligence

Sustainability Solutions

 

For Institutional Investors, Foundations and Families
• Assessment of the investment landscape
• Strategy development and implementation
• Investment sourcing and due diligence
• Creation of deal flow, whether direct, co-investment or funds
• Ongoing investment management, board representation or advisory