Marketing and Portfolio Strategies for Sustainable Investing
Code Red for Climate Drives The Great Repricing
Climate experts are telling us that Planet Earth is in “code red.” My guest today, Jeff Gitterman, Co-Founding Partner and creator of Sustainable, Impact, and ESG Investing Services at Gitterman Wealth Management, explains what code red means for the financial markets. What Gitterman calls “The Great Repricing,” is catalyzing asset repricing across all regions, asset classes, and sectors. Gitterman, an expert in climate related portfolio strategies, walks us through the investment opportunities related to this repricing and the transition to a low-carbon economy.
Actis Leads a Whole-Economy Approach to Performance & Impact
How can investors participate in a whole-economy transition in developing markets while achieving robust returns? My guest today is Shami Nissan, Head of Sustainability at Actis, a leading global investor in sustainable infrastructure, and in 2019, the second largest renewable energy installer in the world. We discuss exciting investor opportunities in renewables, digital infrastructure, and real estate. Nissan explains how a whole-economy approach is achieving successful financial performance as well as social and environmental impact, leading to repeat investor participation in their latest and largest energy fund.
Public & Private Partnerships Drive $300B in Sustainable Infrastructure
The building industry is transforming as energy efficiency, lower maintenance costs, and green technologies create safer, healthier, more productive work environments. My guest today, Trenton Allen, Managing Director & CEO of Sustainable Capital Advisors, explains how Public and private partnerships are driving $300 billion in sustainable urban infrastructure opportunities over the next 5 years. Allen has recently been appointed to the Secretary of Energy Advisory Board, which provides advice and recommendations to the U.S. Secretary of Energy. He and I talk about the incredible impact this kind of development will have in driving economic development across the U.S., like providing thousands of jobs in sustainable construction and retrofits as well as maintenance and operations. Allen explains some of the financial mechanisms that are used, like tax credits, cash in lieu of grants, and direct capital investment.
Tags: Energy Infrastructure, Public-Private Partnerships, Energy Efficiency, Green Building
Entelligent® Earns the First Patent for Climate Scenario Analysis
Asset managers and advisors looking to integrate scenario analysis into their ESG portfolios, benchmarks, and indexes can now use Entelligent’s Smart Climate Technology. Entelligent is the first to develop and be granted a US patent for using scenario analysis in a technology that assesses climate-related risks. My guest today, Pooja Khosla, Executive VP of Client & Product Development at Entelligent, walks us through scenarios for carbon taxes, renewable energy subsidies, company alignment with net zero, and regulatory reporting and compliance with TCFD and the EU taxonomy and the Principles for Responsible Investment.
Hydrogen: Clean Energy Fuel for the Future
Today’s podcast is about hydrogen--what many of the largest industrial companies believe is the future of energy. In October 2021, HY24, the largest investment platform dedicated to financing clean hydrogen energy, was launched by a joint venture between Ardian and Five T Hydrogen. Amir Sharifi, the CIO of HY24 and the energy transition lead at Ardian, explains how the €500bn CAPEX commitment from large industrial companies as well as the €80bn in government subsidies is driving the development of clean hydrogen. Sharifi explains that his team is mobilizing €1.5bn for its first private investment fund in the EU, Asia, and the Americas, with the goal of achieving €15bn by 2027.
What’s In Your 401(k) plan? GHG Polluters or ESG Leaders?
One hundred million Americans are contributing to 401(k) retirement plans, but few know that many of these plans invest in fossil fuels, deforestation, private prisons and other companies that may not be aligned with their values. My guest on today’s program, Andrew Behar, CEO of As You Sow, explains that many companies who sponsor 401(k) plans are contradicting their own stated sustainability goals. For example, companies like Apple, Disney, Microsoft, and Visa all have ambitious ESG targets, but the investment choices in their plans often include major GHG polluters and companies that are burning down the Amazon rainforest. Behar and I also talk about As You Sow’s exciting new programs: “As You Vote,” for proxy voting, and the “Activate Network,” that works with financial advisors to empower shareholders.