A number of market inefficiencies make sustainable investing attractive for active managers, whose goal is to outperform broader indices. We address five of these inefficiencies and explain how…
Many equity investors want to help create social benefits while generating strong returns. Achieving these twin goals requires a coherent investment approach. In this paper, we outline a process…
Oil needs long-term break-evens of $10-$20/bbl to remain competitive in mobility. In this report the authors introduce the concept of the Energy Return on Capital Invested (EROCI), focusing on the…
