Jeff recently led a panel for the Equities.com online event, Investment Strategies Under a Trump Administration, titled “Transition vs. Addition Economy: How A.I. Changes Our View of Energy.” The purpose of the panel was to… Read more »
News + Insights
Wealth Management in an Uncertain Future: Climate Risk, Insurance, and Housing
Our emails about climate solutions focus mostly on aligning investment portfolios with mitigation and adaptation. However, integrating climate risks into holistic financial planning may offer opportunities for advisors to make even more meaningful long-term client… Read more »
Climate Investing in a Shifting Political Environment
In his most recent NYSE interview, Jeff suggests that those interested in sustainable investing will likely need to re-evaluate their approach on several fronts as policies begin to shift. As A.I. demand increases and data… Read more »
Morningstar Interview: How to Build a Climate-Friendly Portfolio
Leslie Norton, editorial director for sustainability at Morningstar, recently sat down with Jeff to discuss climate-focused portfolios and the potential implications of the recent election for climate and sustainable investing. Regardless of political affiliation and… Read more »
Q3 / Q4 2024 Market Outlook: The Adaptation Thesis
Written by Adam Bernstein, ESG/Impact Analyst The world is witnessing a paradigm shift as climate risk is increasingly priced across asset classes. Hurricanes, typhoons, wildfires, and droughts are not just natural disasters; they are now… Read more »
NYSE Climate and Capital Conference Replay
On September 26th, during Climate Week NYC, we held our third annual Climate & Capital Conference at the New York Stock Exchange, in partnership with ICE, Accenture, and Fintech.TV. This year’s conference focused largely on… Read more »
Q3 / Q4 2024 Market Outlook Webinar: Wednesday, October 30th @ 2:00 – 3:00 PM ET
Climate Risk Pricing Across Asset Classes: A New Paradigm for Asset Allocation As climate risk becomes more evident, its pricing is rapidly reshaping a wide range of asset classes, including real estate, corporate bonds, and… Read more »
The Chip Industry, Climate Week NYC, and Hurricane Helene
The last several weeks have been very busy ones for us, and we apologize for being out of touch, but given the time since our last communication, we have several interesting things to share. Firstly,… Read more »
Global Warming, Unemployment, and Investment Implications
There are a wide range of potential economic consequences due to global warming, including its impact on unemployment rates. A December 2023 study from ScienceDirect noted that countries between 20 – 40 degrees latitude will likely experience… Read more »
Direct Indexing vs. Our Climate UMA
Especially when considering climate, active management differs from passive investing in many ways. While both approaches can include negative screening and passive strategies, the active approach we take with our Climate UMA Solutions offers several… Read more »