Research and white papers on cleantech investing. Institutional investment in cleantech is often considered a sub-category of private equity, but we have categorised it separately in order to include a variety of other clean technology issues. The institutional investor response to the issue of climate change will vary from one fund to another, but the Institutional Investors Group on Climate Change (IIGCC) has written guides which aim to provide end investors with strategies and solutions to invest responsibly. White papers on global trends in renewable energy investment have proved popular in this section, as have those on green infrastructure investments and green investments in general. Other articles and reports cover asset allocation to cleantech, sustainable investing and energy efficiency investments. White papers on fossil fuel divestment have been well received, which is why coal divestment, low carbon indexes and carbon risk factors are hot topics of conversation in this section. Investment consultants' advice on green investments is considered in the context of "stranded advice". Long-term value creation in cleantech investing remains important to investors and papers which explain the pure investment rationale for cleantech, or sustainable investing, will strike a chord with many investors. One paper even examines whether there may be a carbon risk factor now at work, which could be incorporated into factor models.
Much of the investment industry has begun incorporating carbon emissions data into investment decisions, but the way forward is complex and requires analysis that goes beyond standard carbon emissions data. Investors who focus on simple solutions such as divestment or footprinting without considering these other factors may end up divesting shares of innovative companies and ...
Significant steps were taken for renewables in 2014. After two years of decline, investment came strongly. Renewables (excl. large hydropower) reached 100GW of installations, renewable energy investments in developing economies came closer to overtaking investment in developed economies, and there were record stats for solar financing in Japan and China, and offshore wind in ...
This paper considers the definition of "green" investments across a range of asset classes, such as alternative investments, bonds and equities. It also gives estimates of the size of these investments. Finally, the paper proposes that because of the lack of agreement on the definition and usage of the term "green", a liberal approach should be taken as the most ...
With an international transition to a lower-carbon economy underway, many teams at Wellington are focused on our responsibility to help our clients understand the potential eects of climate change on their investment portfolios.
Income provided by traditional assets is inadequate. As a result, alternative sources of inflation-linked income are needed. Duncan Hale of Willis Towers Watson makes the case for pension fund investment in real assets to improve the health of cash flows.
As part of our work on A Transforming World, we update our ongoing work on the Earth-focused theme of climate change solutions with this Primer, setting out the challenges and opportunities offered by the theme.
This 89-page report by the Frankfurt School of Finance & Management explores some of the key trends in renewable energy investing. It examines investment by type of economy, how investors are delivering on investment, hybrid projects, asset finance, and much more.
This paper by UBS Asset Management examines the core of the stranded assets hypothesis. It considers the origins and basis for the idea and it analyses how it can information investment strategy today.
While some doubt the science behind climate change, investors can no longer ignore the growing climate-related regulations and technological disruption. This paper by BlackRock details how investors explore opportunities and mitigate against climate risks. They conclude that climate-aware investing is possible and it doesn't have to compromise traditional goals of maximizing ...
The authors of this paper categorize fossil fuel investor responses into risk adjustment, divestment, hedging, and engagement to help institutional investors assess issues and to develop a framework for strategic responses that are proportionate and pragmatic.
To what degree should investment portfolios reflect an ethical stance on this issue? Saved in: 'Cleantech Investing, ESG, ethical & responsible investing'. This informative Jun 2014 paper entitled 'Fossil Fuel Divestment' was published by Cambridge Associates. Key concepts include 'fossil fuels'.
This informative presentation from Oct 2013 has been published by OECD. It covers: 'investment gap, infrastructure investment, energy industry, energy sector, energy, energy infrastructure, clean energy, renewable energy, green infrastructure, OECD, clean energy' and has been saved under: 'Infrastructure Investment, Cleantech Investing, ESG, ethical & responsible investing'.
This month’s spotlight features Infrastructure Fundraising in Q1 2018, Sovereign Wealth Funds Investing in Real Assets, Conventional vs. Renewable Energy, Infrastructure in the UK, Industry News and much more! To receive Preqin’s free Quarterly Updates directly to your inbox, simply click
The U.S. utilities sector is undergoing a transformation amid a state-wide push towards a low-carbon economy and increasing pressure on big energy companies to “go green”. As the shift to clean power accelerates, we assess the investment landscape in the U.S. utilities sector.
This report, produced by the Green Finance Initiative, the City of London Corporation, and HSBC, aims to describe opportunities for UK pension funds to actively invest in renewable energy infrastructure projects. It describes the industry, the opportunity set for such investments within the UK and in emerging markets, and ways in which UK pension funds can step up their allocations ...
In this paper, the authors present an enhancement to Russell Investments’ original decarbonisation strategy that incorporates three additional sources of insight informative to the sustainability profile of a portfolio: increased exposure to renewable energy, incorporation of ESG scores and a targeted reduction in coal exposure.