Cleantech Investing

Cleantech Investing - Articles & White Papers

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.
  • UBS Asset Management

    Up in the air on carbon: How investors can leverage carbon data (UBS Asset Management, 2017)

    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 ...

  • Global Trends in Renewable Energy Investment 2015 (Frankfurt School - UNEP Collaborating Centre)

    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 ...

  • Global Trends in Renewable Energy Investment 2017

    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.

  • BlackRock

    Adapting Portfolios to Climate Change: Implications and strategies for all investors (BlackRock, 2016)

    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 ...

  • Cambridge Associates

    The Fossil Fuel Divestment Discussion (2014)

    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'.

  • OECD

    Institutional investors and green infrastructure investments (2013)

    • 09 Feb 2015
    • Company: OECD

    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'.

  • OECD

    Defining and Measuring Green Investments: Implications for Institutional Investors' Asset Allocation

    • 09 Feb 2015
    • Company: OECD

    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 ...

  • Russell Investments

    Decarbonisation 2.0: Russell Investments' sustainable investing solution for the energy transition

    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.

  • CDP Climate Change Report 2016

    The investment landscape is changing rapidly: the Paris Agreement set out a clear direction of travel on climate change for global policy makers, while developments such as France’s Article 173 and the forthcoming Task Force on Climate-related Disclosure are driving greater disclosure and accountability from investors. In the light of this, we ask CEOs from three leading ...

  • S&P Dow Jones Indices

    The Climate Change Challenge – From COP21 to COP22 (S&P Dow Jones Indices)

    Climate change has been one of the most frequently discussed topics of the year on a global scale. Multiple policies have been put in place; at the September 2016 G20 summit, leaders promoted climate change as a main concern of the modern era and cited “green finance” as one of the most effective ways to combat global warming. Interest in green finance (i.e., financial ...

  • Venture Capital and Cleantech: The Wrong Model for Clean Energy Innovation (MIT, 2016)

    Venture capital (VC) firms spent over $25 billion funding clean energy technology (cleantech) start-ups from 2006 to 2011 and lost over half their money; as a result, funding has dried up in the cleantech sector. In this article, we present the most comprehensive account to date of the cleantech VC boom and bust, aggregating hundreds of investments to calculate the risk/return ...

  • Engaging For a Low Carbon Transition: The 2˚C business model (LAPF Forum, 2016)

    This report shows that a 2-degree business model is less risky than ‘business-as-usual’. It also destroys less shareholder value during periods of low oil prices. And if the greater risk of a ‘business-as-usual’ approach is taken in to account, the 2-degree model would deliver superior value for shareholders unless oil prices were to match or beat historic highs.

  • The Mainstreaming of Renewable Power: Growth of an Infrastructure Sector (BlackRock, Sept 2015)

    Infrastructure investments of all kinds have growth increasingly attractive for institutional investors over the past decade. AUM in infrastructure funds increased from $1.1 bn in 2004 to $317.5 bn in 2014, data from Infrastructure Investor and Preqin show. However, making productive use of this capital isn't always easy. While infrastructure has risen as a distinct asset ...

  • HSBC Bank

    Stranded Assets: What Next? (2015)

    Assets that shed their value or become liabilities even before reaching the end of their expected economic maturity are called Stranded Assets. In fossil fuel context, these assets won't be burned but will remain in the ground - stranded. This, the authors believe, is a growing risk. 

  • Deutsche Bank

    Sustainable Investing - Establishing Long-Term Value and Performance (2012)

    This 2012 70-page report from Deutsche argues that the evidence is clear and compelling: investing in sustainable sectors can be in both the companies' and investors' interest. However, many SRI asset managers have, in the past, struggled to understand this. The authors believe that clear ESG analysis should be built into every serious investor's investment process, and ...

  • Preqin

    Cleantech - Waiting for the Upturn? (2013)

    This report by Preqin gives an overview of the PE cleantech market. It examines developments in deal activity, fundraising and investor attitudes towards the sector. The report uses data from previous Preqin online products and services.