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 …

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 …

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 …