The Secret Diary of a ‘Sustainable Investor’ – Part 1

A piece from Tariq Fancy, Ex-CIO for Sustainable Investing at Blackrock / Founder of Rumie.org: “This is the first of a three-part essay that shares how my thinking evolved from evangelizing ‘sustainable investing’ for the world’s largest investment firm to decrying it as a dangerous placebo that harms the public interest. It’s not short. But this topic is critically important: it lies at the heart of how we reform capitalism to address important environmental and social challenges with concrete action. I challenge business leaders who have advocated the ideas I question below to offer a serious rebuttal.”

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America’s net zero opportunity

America’s net zero opportunity

Research from Princeton University plots a Blueprint for how the US can achieve net zero emissions in the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour.

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The energy transition: Why renewables outperform fossil fuels

A joint report by the International Energy Agency and the Centre for Climate Finance & Investment at Imperial College examines the risk and return proposition in energy transitions. It looks at publicly traded renewable power and fossil fuel companies in advanced and developing economies calculating the total return and annualized volatility of these portfolios over 5 and 10-year periods. 

Data, measurement, impact and change

This session examined the regulatory views around the world and the need for global standards for global investors.

Healthy scepticism – the challenges of sustainable investing

This session examined the challenges investors face including ideology, working with boards, culture and scalable investments.

Achieving net zero – the implementation challenge

This session looked at the challenges of implementing those goals in portfolios – what behaviour changes are needed and how do investors allocate?

China’s pledge to achieve carbon neutrality by 2060

Achieving carbon neutrality by 2060 will require radical changes. Formidable challenges lie ahead, but also investment opportunities with renewables, electric vehicles and energy storage set to benefit.

Net zero infrastructure: A practical roadmap

The challenge for infrastructure asset managers to achieve Net Zero by 2050 is immense. It requires detailed strategic planning, clear interim targets, critical investment, transparent insight and regular reporting, as well as strong leadership and clear governance frameworks.

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