Investing in Sustainable Development
               I    ti i S t i bl D l             t




  TBLI  Europe 2009  12‐13 No...
FACT 1 Long term key driver for sustainability issues: Rapid demographic change


Larger population  with predominance of ...
FACT 2 Money’s flows : The exhaustion of the traditional dichotomy 



                                                   ...
FACT 3 Current state of Sustainability Investing : What else ?



     Dominated by two different and well‐established bot...
Sustainable Development Era : New reality and New requirements  


     Sustainable Development issues are at the heart of...
Sustainable Development Investing: The AVENIR Way 

Make an IMPACT by striking the right balance between Sustainability an...
Sustainable Development Investing: The AVENIR Way
Sustainable Development Investing: The AVENIR Way
The three prong approa...
Sustainable Development Investing:  The AVENIR Way
Sustainable Development Investing: The AVENIR Way
A concrete case of En...
Sustainable Development Investing: The AVENIR Way 
Sustainable Development Investing: The AVENIR Way
A concrete case of En...
Investing in Sustainable Development




                              THANK YOU
                              THANK YOU
A...
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Focus on Exercising an Impact on Sustainable Development: Avenir's Way

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Hamid Tawfiki, Chief Executive Officer - Avenir Global Investment Advisory SA - Switzerland

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Focus on Exercising an Impact on Sustainable Development: Avenir's Way

  1. 1. Investing in Sustainable Development I ti i S t i bl D l t TBLI  Europe 2009  12‐13 November 2009 TBLI Europe 2009 12‐13 November 2009 Investing in Sustainable Development : The AVENIR Way Hamid TAWFIKI  Chief Executive Officer  Sustainable  Development Development in  Emerging Markets Microfinance
  2. 2. FACT 1 Long term key driver for sustainability issues: Rapid demographic change Larger population  with predominance of LDC… ….that becomes Older and Urban” “Poverty, Economic Development and Climate change are inter‐dependent issues”  Poverty, Economic Development and Climate change are inter dependent issues 2
  3. 3. FACT 2 Money’s flows : The exhaustion of the traditional dichotomy  Public Deficit f Fundamental issues LT  Fundamental  projects chasing  social return ST & MT  Private Savings Financial Returns Investments  chasing  chasing financial return 3
  4. 4. FACT 3 Current state of Sustainability Investing : What else ? Dominated by two different and well‐established bottom‐up processes y pp Thematic SRI investments Traditional Asset Allocation Global Earnings and Macro valuations 4
  5. 5. Sustainable Development Era : New reality and New requirements   Sustainable Development issues are at the heart of all Government Stimulus Plan with an increasing awareness that they must be tackled seriously. g y y Private Investors (PIs) are becoming essential today for financing Sustainable ( ) g y g Development (SD). PIs need guidance & assistance to understand the complexity, the intricacy and the inter‐dependency of SD related sub‐sectors. Why, Where, How? Existing SD investment offerings need to be complemented to fulfill new PIs requirements : framework & knowledge, meaning & performance. equ e e ts a e o o edge, ea g pe o a ce 5
  6. 6. Sustainable Development Investing: The AVENIR Way  Make an IMPACT by striking the right balance between Sustainability and Development Global Sustainable Development Space OBJECTIVE Low‐Income Factor Driven Factor Driven ystem Vitality y Economies Environment Health Index as an Ecosy indicator of Economic Development 6 Logarithmic Value 5 pita GDP per Cap 4 High‐Income Middle‐Income Innovation Driven 3 Efficiency Driven Economies 0 50 Environmental Health Index 100 Economies Source: AVENIR , Yale University, World Bank Source : AVENIR Analysis Environmental Health and Safety 6
  7. 7. Sustainable Development Investing: The AVENIR Way Sustainable Development Investing: The AVENIR Way The three prong approach that lies beneath Address “Development" in addition to “Sustainability“ because developing & Development Sustainability emerging markets will take a bigger role in the global economy. Cover the entire spectrum of interrelated factors affecting Sustainable Development, such as poverty alleviation, environmentally sensitive and efficient resource utilization, as well as global economic and financial imbalances. Identify the main global drivers of Sustainable Development in terms of policies and environmental conditions, assess countries accordingly, identify priorities across sectors and consequently spot investments that are most likely to p contribute to sustainable development 7
  8. 8. Sustainable Development Investing:  The AVENIR Way Sustainable Development Investing: The AVENIR Way A concrete case of Energy Investing  Measure the extent to Draw investment  Select companies which a country has the implications and determine  based not only on  necessary attributes in place to industries that currently  fundamental but also if  achieve it hi its energy policy li operate in conditions that are  t i diti th t they fit the Sustainable  th fit th S t i bl objectives favourable to sustainable  Development priorities of  development the country in which the  company operates p y p Governance Oil & Gas Macro‐Economy Materials Health & Safety Utilities Objective: Energy Infrastructure Industries Double Impact  Energy Security Infrastructure f Energy Equity Agriculture sustainability Return Environmental Factors … 8
  9. 9. Sustainable Development Investing: The AVENIR Way  Sustainable Development Investing: The AVENIR Way A concrete case of Energy Investing : Avenir Energy Impact Fund (AEIF) AEIF has three distinguishing features: It tackles the issues of pollution, depletion and energy poverty by focusing on implementable solutions that work and are economic in today's world. p y It uses a proprietary top‐down process to select countries with necessary attributes in l i place to achieve their energy policy objectives and h hi h i li bj i d hence represent i investments opportunities in energy efficiency and in practical clean energy solutions. It invests in public stocks, largely in emerging markets (more than 60% of the portfolio). 9
  10. 10. Investing in Sustainable Development THANK YOU THANK YOU Avenir Global Investment Advisors S.A 14 Avenue Reverdil CH-1260 Nyon Switzerland Hamid Tawfiki Chief Executive Officer Tel:+41 22 365 44 31 hamid.tawfiki@avenir-sa.com Fax:+41 22 365 44 30 www.avenir-sa.com i
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