A Comment on “Water Stress: A Global Risk Analysis for Financial Markets”

Angelo Calvello, PhD Publisher of the Journal of Environmental Investing Mr. Bokern’s original essay provides investors with what I believe to be the first robust and practical framework for the analysis of water risk. Many investor-friendly “tools” tend to be purely descriptive (e.g., Ceres Water Risk Toolkit) and offer no holistic model for estimating and predicting an investment’s or portfolio’s …

A Comment on “Riding the Waves of the Blue Economy: Implications for Impact Investors”

John Hoeppner, Head of U.S. Stewardship and Sustainable Investments, Legal & General Investment Management America The authors make a compelling case to carefully consider the social context before jumping into the deep end of ocean investing. While there are mature timber, farmland, and real estate funds and strategies, the ocean economy is a nascent area for investing. The authors thoughtfully …

A Comment on “Responsible Investment in Blue Carbon Resources: ‘Constraints and Potential Motivations for Attracting Private Capital Investment in Blue Carbon Resources’”

William Page, Senior Portfolio Manager Essex Global Environmental Opportunities Strategy (GEOS) For background: I manage a global, listed-equity clean technology strategy, GEOS, and have been focused on thematic investing to climate solutions for over 10 years, after 20 years of ESG-focused investing. I found the paper by Ryan Cook quite interesting and insightful, as I have never heard of Blue …