This opinion piece provides an overview of shareholder action related to climate change and advocates that shareholders should hold directors to a stronger standard for their actions, or lack thereof, on climate change-related matters.
An overview of the impact of climate change on large companies, including PG&E’s bankruptcy.
On December 4, 2018, Tony spoke at the Milken Institute’s London Summit on a panel entitled “The Evolution of ESG and Asset Management.” The panel, moderated by Marisa Drew of Credit Suisse, included representatives from CDPQ London, Shenkman Capital, and the UK Local Authority Pension Fund. The video is available here. Tony describes how Inherent
An overview of the growing catastrophe-bond market and the risks playing out in a bond affected by the recent Camp Fire in California.
Working with a group of institutional investors convened by Ceres, Shell has committed itself to public net carbon footprint targets, linking such targets to executive compensation, and related goals.
A detailed account of the growth and recent challenges of what was once America’s biggest company.
An overview of the large and growing business of selling location data from mobile phones and apps.
The author alleges that many investors are at best confused and at worst misled by their investment funds’ apparent focus on ESG, especially among ETFs.
On December 3, 2018, Tony spoke at the Morgan Stanley SDG Investor Seminar. (The SDGs are the UN’s Sustainable Development Goals.) Tony discussed how Inherent integrates the SDGs into our investment process, primarily using them as a way to identify investment ideas aligned with critical global megatrends. He also explained how the firm maps its
On November 13, Inherent Group joined with other investors representing nearly $570 billion of assets under management in signing an open letter to Mr. Jay Clayton, Chairman of the Securities and Exchange Commission, urging the SEC to maintain Rule 14a-8 as is. Under Rule 14a-8, a company is required to include shareholder proposals from eligible
Mid-term election results showed that decarbonization remains a second-tier issue for most voters. Initiative 1631, a carbon tax in Washington State was defeated, the second time the Washington electorate voted no on a carbon tax. In addition, Carlos Curbelo, the Republican incumbent from Florida’s 26th District was defeated. Curbelo started the Climate Solutions Caucus in
This fourth report of a cross-disciplinary group of former government officials, economists, and business leaders provides a detailed road map of actions that can create growth globally while addressing climate challenges.
The world’s largest pension fund has created a tool to analyze climate risk in its portfolio amidst rising costs, including how much of a company’s carbon dioxide emissions can be passed on to customers.
This piece details some clean energy ballot initiatives around the US in November’s mid-term elections and how they fared.
Australia’s pioneering effort, at scale, to put in place the systems required to freely trade water rights is coming under criticism for putting pressure on farmers.
The latest example of a vicious circle in climate change.
US SIF’s 2018 report details growth in impact investing and key themes.
Another example of the growing concern and policy response to plastic usage.
A federal report details the significant economic consequences of inaction on global warming.
An overview of the way food production will need to change in the coming decades to meet growing global demand.