The Guggenheim Sustainability Quotient

By seeking investments with the four attributes in our Sustainability Quotient, it is possible to turn sustainable investing into an institutional asset class.


 

Seeking a Return on Sustainable Development

Scott Minerd discusses the importance of transitioning sustainable development into an institutional asset class.

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The Guggenheim Sustainability Quotient For Institutional Investors

We believe an infrastructure or development project must be engineered to contain the four key attributes of our Sustainability Quotient at their inception before capital is committed.

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The Four Attributes of the Guggenheim Sustainability Quotient

By seeking investments with the four attributes in our Sustainability Quotient, it is possible to turn sustainable investing into an institutional asset class.
 

Financial Return

A project’s investment proposition must meet the hurdle return rates needed to fund long-term liabilities.

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Good Governance

All developments must be lawful, transparent, free of conflict and corruption, and partner with local governments.

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Environmental Soundness

Sustainable projects must be environmentally sound and respect the natural capital of the region—its air, soil, and water.

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Social Impact

Sustainable projects must protect and provide for the indigenous local population in the pursuit of economic advancement.

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Sustainability Standards for Infrastructure Investors

The Sustainability Quotient is a framework for transitioning infrastructure investing into an institutional asset class. The next step in implementing this framework is to establish consistent methodologies for determining sustainability. Guggenheim tackled this problem, working with the World Wildlife Fund, and commissioned a report by the Stanford Global Projects Center to evaluate the state of the practice in sustainability standards.
 

Press Release

The new study by Stanford Global Projects Center—commissioned by Guggenheim Investments and World Wildlife Fund—reviews a range of multi-stakeholder infrastructure sustainability standards and project rating programs.

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Executive Summary

This 16-page Executive Summary offers conclusions and next steps for the sustainability standards and rating or accounting systems that are currently in use for infrastructure investment.

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Full Report

The 96-page full report details the standards and systems that have been developed for measuring and evaluating sustainable infrastructure investments.

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The old trade-offs between profitability and sustainable investing no longer exist.

Scott Minerd, Global CIO

Investing involves risk, including the possible loss of principal. Infrastructure investments may be subject to a variety of risks, not all of which can be foreseen or quantified, including operating, economic, environmental, commercial, currency, regulatory, political and financial risks. Investing in a specific sector such as infrastructure is more volatile than investing in a broadly diversified portfolio, as there is a greater risk due to the concentration of holdings in issuers of similar offerings. Sustainability requirements, including environmental, social, and governance (ESG) obligations may limit available investments, which could hinder performance when compared to strategies with no such requirements.




Read a prospectus and summary prospectus (if available) carefully before investing. It contains the investment objective, risks charges, expenses and the other information, which should be considered carefully before investing. To obtain a prospectus and summary prospectus (if available) click here or call 800.820.0888.

Investing involves risk, including the possible loss of principal.

Guggenheim Investments represents the investment management businesses of Guggenheim Partners, LLC ("Guggenheim"), which includes Security Investors, LLC ("SI"), Guggenheim Funds Investment Advisors, LLC, ("GFIA") and Guggenheim Partners Investment Management ("GPIM") the investment advisers to the referenced funds. Securities offered through Guggenheim Funds Distributors, LLC, an affiliate of Guggenheim, SI, GFIA and GPIM.

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