In terms of long-term asset allocation, Osman says that because few alternative assets are available to investors in the sustainable universe, over the long term investors are bound to have more in bonds than would be the case in non-sustainable portfolios, many of which have reduced bond allocations in recent years as a result of low yields.
Osman says he does not expect the long-term asset allocation to be altered significantly as the sector evolves.
david.thorpe@ft.com