Responsible investing at Bpi Ga - thematic investment considerations

Teles, Miguel Duarte

http://hdl.handle.net/10362/104704

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Autores

Teles, Miguel Duarte

Orientador(es)

Prado, Melissa

Resumo(s)

Building upon my group’s report Responsible Investing at BPI GA, I explore a trending responsible investment strategy deemed sustainability-themed or thematic investment, analyzing current practices atBPI Gestão de Activosand providing recommendations on how it could develop its own thematic approaches. Overall, the report strives to summarize extant literature into a detailed and easily understandable assessment process with four steps: (1) identifying trends and themes, (2) assessing and enhancing the knowledge base, (3) asset selection and building the portfolio and (4) monitoring and tracking portfolio performance. Furthermore, I also provide two recommendations on interesting themes for BPI to assess.

Palavras-chave

Consulting Responsible investment Thematic investment Asset management

URI

http://hdl.handle.net/10362/104704

Projetos de investigação

Nova School of Business and Economics

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Coleções

NSBE - MA Dissertations

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