ESG as an Investment Tool: How Wealth Managers Evaluate Real Estate

The latest episode of The ESG in Property Podcast features the multi-award-winning ⁠⁠Paris Jordan⁠⁠ | CFA, Head of Responsible Investing at ⁠⁠Charles Stanley⁠⁠ and Co-Founder of ⁠⁠VirtuVest.⁠⁠ Paris has been recognised as ⁠Financial News Rising Stars of Europe Finance 2024⁠⁠, named in the top 100 wealth managers in 2023, and awarded Best Sustainable Investment Fund Manager 2023. With over a decade in sustainable investment, she brings practical insights into how institutional investors evaluate and integrate property investments.

Key Discussion Points:

• Understanding ESG fundamentals: Risk assessment tools vs sustainability strategies
• Market evolution: Post-Brexit and COVID-19 impact on property investments
• Data visualisation: Transforming ESG metrics into actionable insights
• Regulatory landscape: Implementing FCA's sustainable labels and anti-greenwashing rules
• Performance measurement: Developing effective sustainable investment KPIs
• Stakeholder engagement: Communication strategies across different audiences

At Charles Stanley, one of the UK's largest wealth management firms with £35 billion in assets, Paris leads the responsible investment strategy, managing bespoke portfolios for high-net-worth individuals, pension funds, charities and institutional clients. She also founded VirtuVest, a pioneering initiative collecting sustainable investment perspectives from wealth managers nationwide, and serves on the FCA's Advisors Sustainability Group, directly influencing UK financial regulations.

Essential Resources:

UNPRI Guide to Responsible Investment in Property

Episode Chapters:

00:00 - Introduction to ESG in Property

01:48 - Paris Jordan's Journey into Responsible Investing

07:01 - Understanding Charles Stanley and Responsible Investment

10:20 - The Role of Property in Investment Portfolios

16:16 - Challenges and Opportunities in Property Investment

23:03 - Evaluating Property Investments: Criteria and Standards

28:47 - The Importance of Storytelling in Investment Communication

34:37 - Stakeholder Engagement and Investment Value

40:18 - Navigating ESG Definitions and Reporting Standards

47:32 - The Future of KPIs in Sustainable Investment

54:32 - ESG vs Sustainability: Understanding the Terminology

ESG, responsible investing, property investment, sustainability, investment strategies, stakeholder engagement, financial performance, sustainable development, investment portfolios, climate change