Resources

Are you ready for the resource revolution? Article by Stefan Heck and Matt Rogers, McKinsey Quarterly (2014). Summary: Meeting increasing global demand requires dramatically improving resource productivity. Yet technological advances mean companies have an extraordinary opportunity not only to meet that challenge but to spark the next industrial revolution as well.

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Risky Business: The Bottom Line on Climate Change. Non-profit initiative offering multiple reports. Summary: Founded by co-chairs Michael R. Bloomberg, Henry M. Paulson Jr., and Thomas F. Stayer, the Risky Business Project examined the economic risks presented by climate change and opportunities to reduce them. The U.S. economy faces significant risks from unabated climate change. Every year of inaction serves to broaden and deepen those risks.

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Risks and Opportunities from the Changing Climate: Playbook for the Truly Long-Term Investor. By Laquan Ma, Cambridge Associates (2015). In depth report providing frameworks for assessment of climate-related risks and opportunities.

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The Price of Climate Change: Global Warming’s Impact on Portfolios. Blackrock (2015).

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INVESTING IN A TIME OF CLIMATE CHANGE, Mercer Report (2017). Study with 16 investors to answer three questions: How big a risk/return impact could climate change have on our portfolio? What are the key risks and opportunities? What plan of action can ensure portfolio resilience?

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What should we do about climate change? Wellington Management (2017). Advice for investors from Macroanalyst Spencer Glendon.

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All swans are black in the dark: How the short-term focus of financial analysis does not shed light on long term risks. 2° Investing Initiative and the Generation Foundation (2017). Based on extensive interviews with allocators and asset managers, the report describes the potential suboptimal allocation of capital for the long-term due to the limited ability of the finance sector to capture long-term risks within short-term risk-assessment frameworks.

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The Impact of Sustainable and Responsible Investment, Forum for Sustainable and Responsible Investment (US SIF) 2016. This document provides examples of how the sustainable, responsible and impact investment industry has changed the investment industry and added options for investors; improved companies through active ownership and engagement; aided communities and individuals; and influenced public policy and developed organizations to promote sustainable investment.

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Carbon Intensity ≠ Carbon Risk Exposure. 2° Investing Initiative and Grizzly RI (2015). Analysis showing why carbon intensity of companies cannot be used as a proxy for their exposure to ‘carbon’ risks (a.k.a. ‘energy transition’ risks, ‘carbon policy’ risk, etc.) because it is only one factor among many others (cost pass through capacity, location of activities, etc.).

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Sustainability Accounting Standards Board (SASB) Materiality Map™. Interactive online tool that identifies and compares disclosure topics across different industries and sectors.

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Clean Tech 3.0: Venture Capital Investing in Early Stage Clean Energy. CERES (2017). Analyzes why opportunities for investing in early stage clean energy technology companies have changed significantly and favorably in recent years to offer the potential for greater risk adjusted returns in the sector.

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Carbon Tracker Tools & Insights. Infographics and videos on concepts from Carbon Tracker’s research and explanations of key terms.

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Arabesque S-Ray™. On-line tool to monitor the sustainability of 4,000 corporations. Combines over 200 ESG metrics with news analysis from over 50,000 sources across 15 languages, with each company given a daily ESG score on the normative principles of the United Nations Global Compact: Human Rights, Labor Rights, the Environment, and Anti-Corruption.

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Climate Central Resources. Researching and reporting the science and impacts of climate change. Interactive charts, reports, and analysis.

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