Green Capital for Earth Day 2024

Is the investment industry any greener?

Following the worldwide celebrations for Earth Day, we have put together a selection of timely and practical insights into ESG, responsible investing, and sustainability in general. Here is what allocators interested in this space should know about the pace of transition toward a greener economy, alongside information on the new opportunities such an economic order may create.

Sustainability or Bust: The Sheer Impossibility of Eternal Compound Growth (GMO)

Together with the unprecedented global growth of population and GDP after WW2, came an equally unprecedented rise in waste.

What It Takes to Catalyze the Transition in Emerging Markets (Brookfield)

Although decarbonization investment is surging globally, most emerging markets and developing economies are receiving only a fraction of this.

The Need for Investments in the Blue Economy (Rockefeller Asset Management)

The ocean covers 70% of the earth’s surface, making ocean health imperative for the stability of the earth and longevity of global biodiversity.

How Private Credit Can Drive the Net Zero Transition (LGIM)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Over the coming decades, the transition to net zero is likely to require tens of trillions of dollars of investment—and one way to do this is through private credit.

Fixed on ESG: Overcoming Biodiversity Data Challenges (PGIM Fixed Income)

This conversation focuses on how allocators might overcome biodiversity data challenges when thinking about their green investments.

Make or Break: Tripling Renewables (Theia Finance Labs)

This report discusses whether the tripling renewables pledge from COP28 will be achieved. The answer may surprise some investors.

Exchange-Traded Funds: Adding ESG into the Mix (BNP Paribas AM)

ETFs are becoming—as a product universe—more and more attuned to the ESG needs of global allocators.

Asia’s Sustainability Drive Is Accelerating (Robeco)

The headline at COP28 in Dubai in December 2023 was an agreement to transition away from fossil fuels, plus targets to triple the capacity of renewable energy. Can Asia keep up?

Real Effects of the Proposed SEC Climate Disclosure Rule (ECGI)

This recent academic study examines changes in firm supply chain decisions following the SEC’s proposed climate disclosure rule.