Investing in climate change: A 25-stock index
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In the interest of openness it should be noted that the author of this piece is Hardeep Walia, who co-founded Motif Investing to create an intuitive way to invest conceptually. He spent more than six years at Microsoft, where he was general manager of the company's enterprise services business, and prior to that was a director of corporate development and strategy, helping to oversee Microsoft's investments and acquisitions. He started his career at The Boston Consulting Group. Follow him on Twitter @hardeepw
While I, personally, have taken a much more individualist approach to my investments with regard to Climate Change relevant companies it is interesting and informative to track these types of Green Investment funds and the companies that they target for their fund investments. As with any investment, you have to exercise due diligence. Motif Investing, current has to climate change motif investment funds Climate Change (the fund addressed above) and Fossil Free (http://ift.tt/1uBwEtG) which I find a bit more interesting.
I would love to talk to those much more informed and/or experienced in investments and in particular in issue advocacy based market investment. For most of my life I have left my personal financial investments almost entirely in the hands of those who have devoted their lives to interpreting and managing market investment. I have, over the last decade, began to filter and limit the direction of my primary investment portfolio and began playing around with what I call my hobby funds to explore the validity (in a very limited manner) the idea that careful issue advocacy investments can be profitable and helpful in the support and promotion of those issues of advocacy.
http://ift.tt/1zmsW5X
Quote:
The fight against climate change creates two opportunities for investors. The first is to look at companies that help slow down carbon dioxide emissions such as those in the clean energy, energy efficiency and carbon capture business. Worldwide, clean energy investment reached $63.6 billion in the second quarter of 2014, up by 33 percent from the quarter before. The second opportunity focuses on the actual adaptation to climate change — how do we survive in a world of drought-ridden agriculture, polluted waters and waste? We will require the services of companies involved in such activities like water treatment and drought-resistant seeds. The Climate Change motif (http://ift.tt/1uBwEtE ), a thematically-weighted index of 25 stocks, is designed to take advantage of both opportunities. This motif includes clean energy companies like Canada Solar (CSIQ) and JA Solar (JASO), as well as energy efficiency and management companies Echelon (ELON) and Roper Industries (ROP). It also includes companies like Monsanto (MON) because its high-yield seeds and genetically modified organisms help overcome low crop outputs and Consolidated Water (CWCO), which operates water distribution and seawater desalination systems. Although the Climate Change motif has underperformed the S&P 500 by 8 percent over the last year, it has outperformed by 5 percent since the president was re-elected. To be clear, this motif is designed as a long-term trend and not to serve as a quick trade… |
In the interest of openness it should be noted that the author of this piece is Hardeep Walia, who co-founded Motif Investing to create an intuitive way to invest conceptually. He spent more than six years at Microsoft, where he was general manager of the company's enterprise services business, and prior to that was a director of corporate development and strategy, helping to oversee Microsoft's investments and acquisitions. He started his career at The Boston Consulting Group. Follow him on Twitter @hardeepw
While I, personally, have taken a much more individualist approach to my investments with regard to Climate Change relevant companies it is interesting and informative to track these types of Green Investment funds and the companies that they target for their fund investments. As with any investment, you have to exercise due diligence. Motif Investing, current has to climate change motif investment funds Climate Change (the fund addressed above) and Fossil Free (http://ift.tt/1uBwEtG) which I find a bit more interesting.
I would love to talk to those much more informed and/or experienced in investments and in particular in issue advocacy based market investment. For most of my life I have left my personal financial investments almost entirely in the hands of those who have devoted their lives to interpreting and managing market investment. I have, over the last decade, began to filter and limit the direction of my primary investment portfolio and began playing around with what I call my hobby funds to explore the validity (in a very limited manner) the idea that careful issue advocacy investments can be profitable and helpful in the support and promotion of those issues of advocacy.
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