The following research paper was selected for presentation in the Due Diligence Forum program at PortfolioConstruction Conference 2008.


Taking Stock (International Equities)

Due Diligence Forum speaker

Jens Peers
Head of Eco Investment Team
KBC Asset Management

Due Diligence Forum summary

Awareness is at an all-time high for investors and managers with regard to eco investment themes.

This presentation and underlying research paper aim to highlight how investors might access these themes and how they would fit into an overall investment portfolio. Specifically, they focus on those companies that are well positioned to benefit from the macroeconomic changes taking place, while stock stories highlight which companies and technologies are breaking ground in these areas and how they fit into portfolio construction. They also examine the potential of the water, alternative energy and climate change themes and highlights what future development will drive company profits in this space.


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