The Supply and Demand of Environmental Disclosure

Lee O’Dwyer, CFA Equity Market Specialist, Bloomberg L.P.     There has been much reference in the Environmental, Social, and Governance community to the growth in assets under management that are targeting sustainable responsible investing. There is also great discussion around double counting and the true value of those assets, along with a debate on the very definition of “targeting”—Is …

Beyond Intrigue

William H. Page, MBA Portfolio Manager, Essex Global Environmental Opportunities Strategy (GEOS)       Since we launched the Global Environmental Opportunities Strategy (GEOS) at Essex Investment Management over six years ago, we have been constantly reminded by industry peers, prospects, friends, and family that we are “very well positioned.” My co-manager, Rob Uek, and I frequently laugh that we would …

Impact through Shareholder Engagement

Tim Smith Director of Environmental, Social & Governance Shareholder Engagement, Walden Asset Management       In the early 1970s, business history was made when religious investors filed the first shareholder resolutions on a social issue. The company was General Motors and the issue was GM’s investment in South Africa, a country known for apartheid and racial segregation. In those …

On Socialism, Price, and Sustainability

  Todd Cort, BS, MS, PhD Yale School of Management and Yale School of Forestry and Environmental Studies       Juan-Victor Seminario, BA, MBA, MAM  WaterAid America       Why did socialism fail? Apologies to those in Venezuela and Cuba, but I refer to the grand experiments in socialism undertaken by the Soviet Union and China. In both …

Pollution: Next on the Global Environmental Agenda | The JEI

And The Positive Health Impacts of Environmental Investing   Richard Fuller Co-Chairman of the Global Commission on Pollution, Health, and Development; Founder and President of Great Forest, Inc.; and Founder and President of Pure Earth     Alexander Preker, MD, PhD President and CEO of the Health Investment & Financing Corporation; a Commissioner for the Global Commission on Pollution, Health, …

Balancing Corporate Values with Investor Demands

The Challenges of Industry-Led Scaling of a Low-Carbon Power Supply Parker Liautaud Abstract The private sector is under increasing pressure to address the financial risks of climate change. At the same time, opportunities for low-carbon economic growth are becoming more attractive to potential investors, especially in scaling up renewable energy (in particular, solar and wind power), retrofitting coal power plants …

Introducing the Carbon Impact Factor

A Family of Financial Instruments to Differentiate and Reward Carbon Efficiency in Commodity Production Revised January 2016. An earlier version of this paper was presented at COP21 in Paris and published simultaneously by the JEI on December 1, 2015. Joe Madden,* CEO, EOS Climate Stephen Lamm, VP Business Development, EOS Climate Jeff Cohen, SVP Science and Policy, EOS Climate Tom …

Climate Change Finance Data: Looking Under the Hood

Patrick Reed Yale University     Gabe Rissman Yale University     Logan Yonavjak Yale University MBA/MF Candidate, 2016     Contributing Authors Evan Dryland, MBA Associate, JP Morgan Chase     Yonatan Landau, MBA Independent Consultant     Dillon Lanius NYU Stern MBA Candidate, 2016     Sebastian Vanderzeil, MBA  Global Thematic Analyst, Cornerstone Capital       Abstract …

Do Palm Oil Financiers Care About Sustainability?

Pek Shibao The following article is an expansion of one that first appeared in the JEI in March 2015 and was subsequently adapted from a series of articles that ran in Mongabay from 26 January to 8 February 2016.   Within the sustainability sector, finance is increasingly being seen as a powerful lever to help companies “green” their operations. Over …

Introducing the Carbon Impact Factor

A Family of Financial Instruments to Differentiate and Reward Carbon Efficiency in Commodity Production   Joe Madden,* CEO, EOS Climate Stephen Lamm, VP Business Development, EOS Climate Jeff Cohen, SVP Science and Policy, EOS Climate Tom Baumann, Co-Founder, ClimateCHECK and Interactive Leader Collaborase Mary Grady, Director of Business Development, American Carbon Registry Arjun Patney, Policy Director, American Carbon Registry Eric ...