Posts and Newsletters

Perspectives on impact investing and ESG-related questions
Which climate framework is best?
Which climate framework is best?
A proliferation of climate frameworks is an opportunity for AI to harmonize analysis | Reporting for carbon vs. accounting for it | Is governance taken for granted?
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Using AI to assess climate commitments
Using AI to assess climate commitments
Using AI to assess climate commitments | Ecosystem services | The future of European tourism is being reassessed, in winter and summer | The Keeling curve hits 424 ppm
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Which country shows the answer for EV adoption?
Which country shows the answer for EV adoption?
EV adoption is possible with reliable chargers | Mississippi's holistic approach to improving reading performance | Proxy season is ugly for climate | Biodiversity credits are evolving
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Can Growth And Lower Absolute Carbon Emissions Co-Exist?
Can Growth And Lower Absolute Carbon Emissions Co-Exist?
A "governance gap" exists between the Fortune 500 and smaller companies, a Yale Law Journal article finds | Retention and promotion - a challenge for DEI, BlackRock finds | Microsoft tries to reduce and emissions and grow at the same time
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Is oil and gas really committed to decarbonizing?
Is oil and gas really committed to decarbonizing?
At CERAWeek, the commitment to the energy transition seemed to be losing, rather than gathering, strength | Oil and gas in Alaska | IRA's bold vision vs regulation and labor constraints | SVB's failure | Proxy season preview
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Political realities of climate change | Diversity in PE
Political realities of climate change | Diversity in PE
Federal action leads with IRA but cities and states working to do more | Environmental justice stymied by ownership requirements for EV school bus transitions | PE has a retention/promotion problem not a pipeline problem
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Water: An Opportunity for Impact
Water: An Opportunity for Impact
Opinions vary on the role of private capital in the supply of water. With appropriate guardrails, opportunities for impact, and solid returns, exist.
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ESG and Investment Performance
ESG and Investment Performance
An update to the 2015 meta-study of 2000 earlier articles by NYU Stern | Rockefeller looks at Leaders and Improvers | London Business School looks at ESG disclosure in private equity | Investment Metrics on diverse teams, and Fidelity on the investment results of their retail clients, by gender
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What to Expect at COP 27
What to Expect at COP 27
A Carbon Tracker chart to show….world is off track for mitigation targets | Progress in power generation, among other places, means 4 degrees by 2100 could be a maximum | Public complacency is still a risk - as public concern may have peaked | The case for climate reparations
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ESG and impact strategies – and their returns
ESG and impact strategies – and their returns
A stronger focus on sustainability (environmental and social) is linked to stronger financial performance - especially at the level of individual companies. The evidence is less clear that investment products marketed as ESG-aligned outperform broader market benchmarks. At least three things help explain this inconsistency.
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Do ESG Investors Stick Around?
Do ESG Investors Stick Around?
Flows data suggest ESG assets are stickier | US Strategic Petroleum Reserve's replenishment plan: a boon to the oil industry | The fashion industry's giant water habit | Slowing VC activity in alternative proteins
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Tesla’s E and S link
Tesla’s E and S link
The key to EVs: sourcing key metals directly can help with traceability | The tradeoffs of divest vs. invest | Shell's partnership with ABB: 2.5 million chargers by 2030 | Tesla's plan to source EV metals directly from mines...and it's now more profitable than GM or Ford | Google's Earth Day images of Greenland over time
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