The Benefits of ESG Investing in Emerging Markets - CEE/SEE.

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A presentation by David Creighton at TBLI CONFERENCE EUROPE 2008.

A presentation by David Creighton at TBLI CONFERENCE EUROPE 2008.

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Transcript

  • 1. Fund Performance and Strategy
    • David G. Creighton President and CEO Cordiant Capital Inc.
    • TBLI 2008 Europe November 13 & 14 Amsterdam
  • 2. What Is Cordiant?
    • Montreal-based manager of Emerging Market private equity and debt funds
    • $1.4 billion of subscriptions since founding in 1999 - three debt funds: CELF I, CELF II & CELF III - one private equity fund: Canada Investment Fund for Africa
    • Fund participants include a selection of the world’s top institutional investors
    • Over 130 investments in more than 50 emerging countries
    • All investments are screened and monitored for SRI
  • 3. Mobile Telecom Construction Equipment Leasing Gas pipeline Real Estate Container Port Oil & Gas Tire plant Supermarkets Power Generation Bank Car Leasing Outdoor Advertising Power Transmission Gold Mine Stainless Steel Hotels Water Utility Geothermal Power Generation Pig Breeding Chemicals Wood Products Cement Soybean Crushing & Logistics Private Power Generation Glass Factory Oil & Gas Pipeline Car Leasing Necktie Manufacturer Banks Oil & Gas Banks Bank Regional Infrastructure Bank – Latin America Toll Road Operator Fertilizers Ammonia Plant Gas power plant Cosmetic packaging Potash Mine Oil & Gas Oil & Gas Construction Building Material Manufacturer Mobile Telecom Bank Diesel Power Generation Galvanized Steel Electricity Distribution Gold mine Oil & Gas Electric Power Generation Banks Consumer Paper Steel Petrochemicals Cordiant Investments Petrochemicals
  • 4. Does ESG Screening Add Value in EM?
    • Focus on all the potential risks
    • Demonstration effect
    • It’s good business
  • 5. Environmental Risks
    • Peru: Yanacocha, Gold Mining - Tailings Management
  • 6. Social Considerations
    • Nigeria: Eleme, Petrochemical - Employee Ownership
  • 7. Governance: The Demonstration Effect
    • Kazakhstan: Bank Turen Alem - Enlightened Management
  • 8. TBLI 2008 Europe November 13 & 14, 2008 Cordiant Capital Inc. Suite 2400 1010 Sherbrooke Street West Montreal, QC, Canada H3A 2R7 www.cordiantcap.com