Leading Sustainability

Episode 5: Leading Sustainability - Justin Kew (US Multi-Strategy Hedge Fund)

Tom Strelczak Season 1 Episode 5

In this ‘post-summer’, fifth episode of Leading Sustainability, I meet with Justin Kew, the Sustainable Investing Lead for a US headquartered international multi-strategy hedge fund with $21 billion AUM. Previously, Justin oversaw ESG research at Carmignac as well as time spent at Schroders within quantitative equity. 

 

In a particularly interesting discussion, we cover the technical nature of sustainable investing within the hedge fund sector, a first for this podcast. We also take a deep look into the role of AI within sustainability, ESG stakeholder management across research and investment, and what in-demand skills are shaping the industry.

 

Timestamps:

 

(00:00) Leading Sustainability podcast overview and introduction

(00:29) Getting into sustainability through the oil and gas sector

(05:00) Sustainable investing in hedge funds vs institutional asset management

(09:58) Dealing with portfolio managers and potential misconceptions around ESG

(13:19) State of the industry right now for sustainability post-graduates 

(17:53) Deconstructing the differences between ESG ratings and ESG data

(23:33) The role of AI in supply chain sustainability and physical risk

(26:12) The future of skills shaping careers within sustainable finance

(30:07) Using AI for corporate engagement meetings and ESG research

(32:21) Building relationships with the business from a centralised SI team

(35:10) Upskilling at a firmwide level for success in sustainable investing

(37:58) Embracing ESG and sustainability within the private markets sector

(40:53) Moving from an ESG career in public markets to private markets

(43:05) Misconceptions from people about a career in sustainable investing

(46:36) Reasons to be encouraged about the industry over the next decade