General Atlantic’s Post

Climate investing is changing. The focus used to be only on green “enablers,” the companies providing solutions to help support the global drive toward net-zero. Now many investors are realizing that if the goal is to decarbonize the real economy, that’s where capital needs to go. Their focus is shifting to include “improvers,” the companies – many in high-emission sectors of the economy – that are actively transitioning from gray to green. This expanded focus is where investors may potentially unlock value. Read our views on where we think investors can capture opportunities in the business of the low-carbon transition: http://ms.spr.ly/6044YfnWj

Curious about the potential of carbon credits as an investment? Discover how they're outperforming traditional assets and why now is the perfect time to invest in sustainable projects. Read more here: https://lnkd.in/gmgYFf3h

In 2024, let’s establish a new, powerful, proud, visionary narrative for #CarbonCredits. No, they are NOT a license to pollute. No, they cannot be used by companies or governments instead of reducing their own emissions. Yes, they are a financial instrument to support sustainable projects that will otherwise not get funded. They a results-based subsidy for #climate and #nature. They help entrepreneurs and project developers around the world to advance the #netzero transformation. „Instead of reducing your carbon footprint, why not simply pay someone else to do it for you?“ - I hope that 2023 was the last year where we had to read a sentence like this in the The Economist Onward and upward for #ClimateAction and #Biodiversity

What future for responsible investment? By signing the Paris Agreement in 2015, 196 countries - including Switzerland - committed to halving their greenhouse gas emissions by 2030. This commitment reflects their desire to channel #financial flows towards more sustainable, low-carbon #development while enhancing the resilience of #companies and states in the face of the challenges of climate change. But what has happened since then? How does this ambition translate into reality and into regulation ? And most importantly, what are the consequences of this momentum for #investment? To continue reading this publication, please visit our website: https://lnkd.in/eD_BEeg7

Here is an interesting article about how Green Bonds are increasingly being used as a financial vehicle for promoting sustainability.

An excellent analysis of the SEC’s climate disclosure rule here from Andrea Riquier at ImpactAlpha with thoughts from me. Free to read, though you do need to register. One big theme I’ve seen in the disappointed commentary is an expectation that this rule ought to be able to do magical things it isn’t designed to do. It’s a workhorse, not a sparkly unicorn! 🦄 And actually, the less sparkly the better. 🐴🐴🐴 “NYU’s Alison Taylor, author of “Higher Ground: How Business Can Do the Right Thing in a Turbulent World,” added that Scope 3 regulations could have favored big companies able to manage the complex reporting requirements. “We turn this into a compliance problem. We give everybody an excuse to take another 10 years trying to calculate this to the last decimal,” Taylor told ImpactAlpha. Still, companies that want to lead, and those in particular industries, like fossil fuels, should face an expectation that they disclose their Scope 3 emissions, she said. Regulations adopted in the European Union as well as California, are stricter than the ones passed by the SEC. “We should not consider regulation to be a magic bullet,” Taylor said. “I don’t think disclosure drives the kind of accountability people think it does.”” I love the framing of the article, that this will push climate from reporting to accounting. This is a great way to think about it!

Climate investment is merely a passing trend. (Actually, it's a smart economic move.) Climate investment isn’t just about going green. It's a strategic decision with solid economic benefits, often overlooked in the rush of trendy environmental discussions. Let’s talk about climate investment. Not from the'saving the planet' angle, but from a pure business perspective. Why? Because there's real money in going green. Here’s why it makes sense: 1. Cost savings    → Investing in renewable energy and efficient resources cuts costs in the long run.    → Think lower energy bills, fewer resources, and reduced waste management expenses. 2. Risk management    → Climate change brings real risks – from supply chain disruptions to regulatory changes.    → Investing in climate resilience protects your business's future and bottom line. 3. Market opportunities.    → There's a booming demand for eco-friendly products and services.    → Tapping into this market opens doors to a customer base that's expanding rapidly. 4. Innovation and competitiveness.    → Adopting green practices encourages innovative thinking and solutions.    → This often leads to more efficient, competitive, and cutting-edge business operations. 5. Regulatory Benefits.    → Governments worldwide are incentivizing sustainable practices with tax breaks and grants.    → Being ahead of the curve can lead to financial incentives and advantages. Climate investment – just a trend? Quite the opposite. It’s a forward-thinking economic strategy with tangible financial advantages PS: Are you an entrepreneur eager to scale or create a lasting business? Don't wait—send me a DM to embark on your transformative journey!

Canadian businesses want to mitigate and adapt to climate change, but they have finite resources and other competing business priorities. At Power Sustainable, our #privateequity Investment Groups approach #sustainability as a value creator, so that your sustainability priorities *are* your business priorities.

In the face of a turbulent market for sustainable investments, our RAM Stable Climate Global Equities strategy delivered steady returns last year while meeting its objectives for climate change mitigation and adaptation. Despite significant downsides in sectors such as renewable energy and electric vehicles, the strategy achieved a positive annual net return thanks to its highly diversified and systematic approach. Read the full article here: https://lnkd.in/gpg2Yhvn Nicolas Jamet, CFA #SustainableInvesting #AssetManagement #Equities #marketingcommunications #SustainableEquities #Sustainability