How family enterprises can build ESG into investment strategies
Where should family enterprise investors be looking to enhance portfolio resilience for long-term risk-adjusted returns?
Jean Chia:
Given the longer-term investment horizons of family enterprises, infrastructure provides an excellent diversification option that also supports the ESG agenda. Southeast Asia will need significant investments to renew aging infrastructure, build foundations for urbanizing economies, facilitate the transition to renewable energy sources for electrification and satiate the demands of an energy-intensive artificial intelligence (AI) and digital revolution.
As the current aging grid system is a bottleneck for the energy transition, the infrastructure ESG investment story starts with…
