Why Climate Change and Other Global Problems Are Pushing Some Business Leaders to Embrace Regulation
Companies are becoming more vocal in pushing for regulation, and further in advance of government action.
Author: ericinherent
Posts by ericinherent
Inherent Group Joins Open Letter to New GE CEO
Inherent Group joined a group of investors in signing an open letter, released today, to Mr. Lawrence Culp, the new CEO of General Electric. The letter urges GE to invest more in the development and deployment of clean power technologies and related infrastructure rather than fossil fuel-based technologies. As the cost of clean technologies continues
Special Report: Global Warming of 1.5 ºC
The Intergovernmental Panel on Climate Change releases its latest, most alarming report on the prospective impacts of global warming and the actions required both to mitigate and adapt to climate change.
ESG Can Improve Corporate and Investment Performance
There’s long been a debate about the role of business in society, which I’ll address in a later post. For now, let’s stick with related question of whether it pays for an investor to focus on ESG. There’s a growing body of rigorous, quantitative evidence that it does (e.g., Harvard study, Barclays report, Stanford working paper), but
Death by Survey
Over the past year we have spoken with dozens of companies about ESG performance and disclosure. Sustainability teams are thinly staffed and overwhelmed by the sheer volume of surveys, requests for information, and the alphabet soup of reporting frameworks competing for their attention. The good news is that there is increased recognition in the market
California Just Adopted its Boldest Energy Target Yet: 100% Clean Electricity
California’s new law mandates 100% carbon-free electricity by 2045.
How the BBC Women are Working Toward Equal Pay
In depth overview of equal pay, the gender pay gap, and the lengthy process of attempting to achieve equity at a large company in the UK.
Big Investors Seek a #MeToo Clawback
An interesting example of how a social issue is getting written into private equity deal documents.
From Trump to Trade, the Financial Crisis Still Resonates 10 Years Later
Sorkin suggests that the growth in populism globally is an aftershock of the financial crisis.
At Wells Fargo, Discontent Simmers Among Female Executives
An inside look at the culture of Wells Fargo and internal efforts to change it.
Why Big Companies Squander Good Ideas
Execution and implementation of new ideas is difficult at any scale.
The Ocean Cleanup is Starting, Aims to Cut Garbage Patch by 90% by 2040
An ocean clean-up company started by Boyan Slat at the age of 18 is reaching “production phase.” Uses clever design to gather plastic without harming marine life.
Spear’s Magazine: “The New Capitalism: Has Wealth Found a New Conscience?”
Tony Davis is quoted in a piece by Emelia Hamilton Russell in Spear’s Magazine entitled “The New Capitalism: Has Wealth Found a New Conscience?” She discusses the rapid growth in assets invested in impact-related strategies and how capitalism is evolving. In the article, Tony comments: “Eventually, all funds will have an impact component, and that
The Water Crises Aren’t Coming, They’re Here
Water use is out of balance and leading to more frequent crises and potential conflicts.
The US is Losing the High-stakes Global Battery War
Interview with Steve Levine, author of The Powerhouse: America, China, and the Great Battery War, on the current state of the battery industry.
Recycling Can Put Money in Every American’s Pocket
Makes the case that the circular economy “will result in one of the largest investment opportunities in the US over the next decade.”
Here’s How America Uses Its Land
An excellent infographic that shows how land is used across the US.
The Effects of Weather Events on Corporate Earnings are Gathering Force
An S&P Global study that quantifies the effects of severe weather on company results.
Losing Earth: The Decade We Almost Stopped Climate Change
An in-depth analysis of efforts in the late 1970s and 1980s to identify the causes and dangers of climate change and potential solutions.
Growth of Online Retail is Changing Inflation
How online retail is affecting the behavior of inflation.