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GLOBAL MARKETS | 3 POINT PERSPECTIVE | SOLVING SUSTAINABLE

Sustaining interest: ESG drives hedge fund allocations

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Contributors: Strategic Consulting Team

Investors are increasingly using environmental, social, and governance (ESG) factors when deciding how to allocate AUM to hedge funds. In response to this demand, we have seen more HFs launching ESG products in the past few years. Our report provides a performance analysis of these products and investigates what allocators expect from them.

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Contributors: Strategic Consulting Team

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If you are interested in reading the full ESG Report, which is available to clients of Barclays Corporate and Investment Bank, or if you would like to learn more about Strategic Consulting services and reports, please contact strategicconsulting@barclays.com

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% of Inv. Based on ESG Preferences
% of Inv. Based on ESG Preferences

Source: Barclays Strategic Consulting

Overview of ESG Product Universe
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Performance of Discretionary Equity vs. ESG (through August 2022)
Performance of Discretionary Equity vs. ESG (through August 2022)

Source: HFR, HFM, Capital Solutions, Jensen’s alpha is calculated as follows: Returns – LIBOR - beta to MSCI*(MSCI returns-LIBOR). 

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About the experts

Ermanno Dal Pont

Managing Director, EMEA Head of Capital Solutions

Mr. Dal Pont is responsible for the Barclays Capital Solutions team in Europe and the Strategic Consulting team globally. Mr. Dal Pont joined Barclays in 2010 from Prudential PLC, where he was Head of Strategic Projects. Prior to Prudential, he was at Lehman Brothers, first in the Strategy and Corporate Development Group, and then in the Principal Investing division. Mr. Dal Pont spent his first six years of his career as a consultant for McKinsey & Company, advising Asset Managers and other financial institutions. Mr. Dal Pont holds an MBA from Columbia Business School and a degree in Economics from Bocconi University, Italy.

Kate Holleran

Managing Director, US Head of Capital Solutions

Ms. Holleran is the US Head of Capital Solutions at Barclays. She joined Barclays in 2008 from Lehman Brothers, where she was part of the Capital Introduction team in the US. She began her career in Lehman Brothers Europe where she spent four years as a product controller supporting the equity finance business. Ms. Holleran received a degree in Business and Economics from the University of Dublin, Trinity College. She holds a designation from the Chartered Institute of Management Accountants (CIMA) and is a Chartered Alternative Investment Analyst (CAIA).

Roark Stahler

Director, US Head of Strategic Consulting

Mr. Stahler is the US Head of Strategic Consulting at Barclays. Mr. Stahler joined Barclays in 2008 as a member of the Strategy team working on various projects across the Investment Bank. Prior to joining Barclays, he worked as a consultant for McKinsey & Company, advising Asset Managers and other financial institutions as well as several other client types. Mr. Stahler holds an MBA as well as a BA from the Stern School of Business at New York University.

R. Hazan Sucu

Assistant Vice President

Ms. Sucu is an Assistant Vice President on the Barclays Capital Solutions Strategic Consulting team, which she joined in 2018. Ms. Sucu holds a BA in Economics and a BA in Political Science from Middlebury College. She is a Certified Financial Analyst (CFA) in ESG investing.

Daniel Bergelson

Assistant Vice President

Mr. Bergelson is an Assistant Vice President on the Barclays Capital Solutions Strategic Consulting team, which he joined in 2019. Mr. Bergelson holds a BS in Business Administration in Finance & Marketing from Georgetown University and is a Chartered Alternative Investment Analyst (CAIA).

Laura McBryan

Analyst

Ms. McBryan is an Analyst on the Barclays Capital Solutions Strategic Consulting team, which she joined in 2022. Ms. McBryan holds a BBA in Business Analytics from the University of Notre Dame.

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