Seb Beloe of WHEB AM - Investing In The Transition To A Zero Carbon And Sustainable Economy
- You must have a long term perspective in investing.
- “...what’s really changed is the level of interest in sustainability and impact investing from institutional investors and retail investors as well.”
- We see an ESG stampede around some particularly high profile companies that are clearly providing some kind of low carbon solution. The most obvious example is Tesla.
- Methodology on measuring the impact and taking numbers from a company e.g. Kingspan and translating the impact into energy saved and carbon emissions.
- Engagement during company Annual General Meetings and proactive engagement to speak with companies’ management.
- You have to analyse companies and be actively looking at how they are reducing carbon emissions.
- It is important to frame the conversation around the business case, not just because its good for the planet.
- Large institutional investors are required to at least think about ESG issues, but they are also under a lot of pressure from their own beneficiaries to invest in a more responsible way.
- Financial sector is not beloved by people, it’s not trusted very much, but they like to invest in funds with people that they think they can trust.
- The partners have majority of their own money invested in the fund.
- THe EU green taxonomy is a very strong signal where the european economy is heading.
- “it's been a real privilege working with people who have that real sense of mission around environmental issues“.
[58:00] Why it’s important to have a sense of mission
HSBC report - ESG stocks did best in COVID-19 slump , by Ashim Paun, Co-Head, ESG Research
FT article on Nordic Investor - Lessons from my $600m gamble on renewables, by
EU taxonomy for sustainable activities
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