Responsible investing has become a focus area in the investment industry, but greenwashing is rife and the sales pitch is strong, so what really matters? Research IP helps many of our consulting clients navigate the maze, but no one client is the same. For more context, our research paper, Beneath the Surface of Responsible Investing, takes a deeper look at the investment merits of different managed fund approaches applied in Australia, New Zealand, the United States, and Europe.
We bring you the RIPPL Sluice to provide examples of responsible investment in action every month.
| Energy Transition by Pzena Investment Management In 2022, global investment in clean energy surpassed the $1 trillion mark, according to the IEA – a major milestone, but likely just the beginning of a multi-decade trend. McKinsey estimates that cumulative capital spending related to the global energy transition could amount to $275T over the next thirty or so years. How and where this money is spent over the ensuing decades will have major implications for countless businesses around the world, many of which we hold in our portfolios. READ MORE |  |
 | Are NOCs prepared for the energy transition? With the energy sector transforming, resilience and sustainability are critical to national oil companies (NOCs). These factors form the foundations of future investibility. The drivers and constraints NOCs face may vary but all have room to improve – and good reason for doing so. So, how well are these companies positioned in the face of the uncertainty and risk created by the energy transition? READ MORE |
| Disrupting the Norm, Defining the Future ARK seeks to deliver long-term capital appreciation by investing in the leaders, enablers, and beneficiaries of disruptive innovation. With a belief that innovation is key not only to growth but also to resilience, ARK emphasizes the necessity of a strategic allocation to innovation in every investor’s portfolio. This approach aims to tap into the exponential growth opportunities often overlooked in broad-based indices, while simultaneously providing a hedge against the risks posed by incumbents facing disruption. READ MORE |  |
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Photo credits: Pzena Investment Management, Wood Mackenzie, ARK Investment Management