Browsing: Alternative energy

Alternative energy

Biofuels and Deforestation: A CSR/ESG Cautionary Tale

Feb 9th, 2020 | Filed under: Newly Added, Alternative energy, ESG, Energy, Climate change, The A.I. Industry, Commodities, SRI and Clean Energy, Other Topics in A.I.

The Republic of France, in March 2019, decided that it would no longer consider fuel made from palm oil to be a “biofuel,” effective as of January 2020. So that  redefinition is now in effect. Meanwhile, the EU recently set tariffs on palm oil coming in from Indonesia or Malaysia:Read More


Fossil Fuel: Divestment By the Numbers

Jan 16th, 2020 | Filed under: Private Equity, Social investing, Debt Types of Private Equity, Newly Added, Venture capital, Socially responsible investing, Equity Types of Private Equity, Alternative energy, Other Issues in Private Investments, The A.I. Industry, Private Investments, SRI and Clean Energy, Allocating to A.I., Finance & Economics, Other Topics in A.I.

Bill Gates, the founder of Microsoft and one of the world’s wealthiest humans, attracted a good deal of attention last fall by saying, “Divestment, to date, probably has reduced about zero tons of emissions.” He thereby put his finger on a key fault line amongst those who regard ESG investmentRead More


Of Colossal Fools and Fossil Fuels

Oct 15th, 2019 | Filed under: Social investing, Newly Added, Socially responsible investing, The Global Economy & Currencies, What about beta?, Alternative energy, Business News, Economics, Climate change, Macroeconomics, SRI and Clean Energy, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association The saying “fool me once shame on you, fool me twice shame on me” has its origins all the way back to the 1600’s when most of the carbon now in our atmosphere was “safely” encased in limestone and other rock formations within theRead More


Boone Pickens, A Trailblazer, Passes On

Sep 17th, 2019 | Filed under: Hedge Fund Strategies, Investing in Commodities, Newly Added, Socially responsible investing, Event-Driven Hedge Funds, oil, Alternative energy, Other Issues in Private Investments, Energy, The A.I. Industry, Hedge Funds, Commodities, SRI and Clean Energy, Other Topics in A.I.

T. Boone Pickens died quietly at home in Dallas, Texas on Sept. 11, 2019. In his long career Pickens did a good deal to give the current hedge fund industry, as well as the broader asset management industry and the energy commodities markets, their character, in a life that sometimesRead More


Can Sustainable Investing Sustain Itself in Japan?

Sep 15th, 2019 | Filed under: Social investing, Newly Added, Socially responsible investing, Alternative energy, Other Issues in Private Investments, The A.I. Industry, Emerging Alternative Investments, Private Investments, SRI and Clean Energy, Other Topics in A.I.

Advocates of sustainable investing in Japan are struggling, according to a new report co-authored by William Burchart and Jessica Ziegler of The Investment Integration Project (TIIP). Their research is based on a literature review and discussions with more than 50 industry experts. The paper was released Sept. 6 and isRead More


The Two Faces of Investing in Renewables

May 27th, 2019 | Filed under: Hedge Fund Strategies, Investing in Commodities, Equity Hedge Funds, Newly Added, Socially responsible investing, Event-Driven Hedge Funds, The Global Economy & Currencies, Emerging markets, Alternative energy, Commodities: Examples, Energy, The A.I. Industry, Frontier markets, Hedge Funds, Emerging Alternative Investments, SRI and Clean Energy, Other Topics in A.I.

Renewable energy, however defined, is widely seen as a sustainable and socially responsible (and, if the investing is done right, very profitable) addition to one’s portfolio. Indeed, such entities as the Institute for Energy Economics and Financial Analysis, an Ohio based research-and-analysis shop, exist to show that renewables are theRead More


Earth to Kerth… It’s Our Day 

Apr 22nd, 2019 | Filed under: Newly Added, Socially responsible investing, What about beta?, Alternative energy, Climate change, Emerging Alternative Investments, SRI and Clean Energy, Other Topics in A.I.

By Bill Kelly, CEO, CAIA Association The Urban Dictionary turned 20 years old last month. If staying power means anything, perhaps it is time to use it as a citable source for modern day lexicon of words like Kerth. It seems Kerth is a name for someone who connotes sweetness, politeness,Read More


How Public Pension Funds are Subsidizing Infrastructure

Jan 29th, 2019 | Filed under: Infrastructure, Newly Added, Institutional Investing, Socially responsible investing, Alternative energy, Operationally Intensive Real Assets, The A.I. Industry, Institutional Asset Management, Frontier markets, Real Assets, SRI and Clean Energy

Public pension funds in the United States invest in infrastructure. Unfortunately, they aren’t very good at it. A recent working paper of the NBER concludes, indeed, that public pensions are so bad at such investments that they—and thus either the public or its retirees or both—are unwittingly subsidizing infrastructure projects.Read More


Do the Capital Markets Reward Low-Carbon Business Models?

Jan 15th, 2019 | Filed under: Commodities, Investing in Commodities, Newly Added, Socially responsible investing, Natural Resources and Land, oil, Alternative energy, Commodities: Examples, Climate change, The A.I. Industry, Commodities, Emerging Alternative Investments, Real Assets, SRI and Clean Energy, Other Topics in A.I.

A new study by two scholars, an American and an Italian, presents evidence that financial markets are pricing the risk of reliance upon carbon, penalizing carbon-intensive assets and rewarding low-carbon assets. Irene Monasterolo and Luca de Angelis, respectively of Boston University and the University of Bologna, begin with the ParisRead More


Ceres Report Evaluates Value of Early-Stage Clean Energy

Feb 4th, 2018 | Filed under: Private Equity, Newly Added, Venture capital, Socially responsible investing, Alternative energy, Other Issues in Private Investments, Commodities: Examples, Energy, Emerging Alternative Investments, Private Investments, SRI and Clean Energy, Other Topics in A.I.

A recent publication from Ceres, a nonprofit organization devoted to promoting sustainability as a goal in both investing and corporate governance, looks at the value that early-stage clean energy products offer venture capitalists. The publication is the work of a team of five “lead authors and key contributors,” including threeRead More


Performance of SRIs: Funds and Indexes

Oct 5th, 2017 | Filed under: Newly Added, Socially responsible investing, Alternative energy, SRI and Clean Energy, Other Topics in A.I.

A new paper by Giuseppe Risalvato, a Ph.D. candidate at Università Carlo Cattaneo, Italy, contends that there is no “ethical sacrifice” in investing. That is, there is no discount that investors who want to be socially responsible will have to pay for that choice. Risalvato makes two chief theoretical argumentsRead More


Institutions that Integrate ESG Considerations: 6 Types

Jun 8th, 2017 | Filed under: Social investing, Newly Added, Alternative energy, Climate change, SRI and Clean Energy, Other Topics in A.I.

A new white paper from the Investor Responsibility Research Center (the IRRC Institute) in conjunction with Sustainalytics looks at the various approaches that investors, institutional investors in particular, might and do take to integrate ESG issues into their portfolio decisions. Specifically, the IRRC and Sustainalytics, two Manhattan-based research groups longRead More


Real Assets and Environmental/Social Impacts

May 11th, 2017 | Filed under: Newly Added, Natural Resources and Land, Alternative energy, Real Assets, SRI and Clean Energy, Other Topics in A.I.

It’s an old debate: does socially responsible investing under its variations (including “impact investing”) come at a cost in terms of risk-adjusted performance? Or does it actually add a dividend, so that one does well by doing good? Or are impact and non-impact investing in otherwise comparable assets on aRead More


ESG Issues: The Material and the Immaterial

Jul 12th, 2016 | Filed under: Newly Added, Socially responsible investing, Benchmarking & Performance Attribution, Alternative energy, SRI and Clean Energy, Allocating to A.I., Other Topics in A.I.

Activists pressing for corporate change on environmental, social, and governance issues often focus on issues that are, from the point of view of firm valuation, immaterial. Three scholars associated with the Harvard Business School recently quantified the materiality versus immateriality of shareholder proposals on ESG topics and discussed some ofRead More


Arch Coal: Another One Bites the Coal Dust.

Jan 13th, 2016 | Filed under: Commodities, Investing in Commodities, Newly Added, Alternative energy, Commodities: Examples, Energy, Commodities, SRI and Clean Energy, Other Topics in A.I.

Arch Coal, one of the biggest coal companies in The United States, entered Chapter 11 Monday morning, Jan 11. A prominent law firm, Davis Polk & Wardwell, will be taking it through the process, as will financial advisor PJT Partners. Arch (NYSE:ACI) hit its recent high stock price on AugustRead More


The Fossil Fuel Divestment Debate for Fiduciaries: It’s the Portfolio….

Mar 25th, 2015 | Filed under: Alpha Strategies, Alternative energy

The typical investment manager is more likely to understand the divestment argument if he is shown that the dynamic effects of climate change on his fossil fuel portfolio holdings will be like a knife to the brain of one of TV's Walking Dead zombies, portfolio splatter included. Read More


Biggest Casualty of Crude Oil Price Collapse?

Jan 12th, 2015 | Filed under: Alternative energy

Traditional energy and alternative energy clash as crude prices fall.Read More


The Building of an Infrastructure for Renewables: A Report

Nov 5th, 2014 | Filed under: Private Equity, Commodities, Infrastructure, Socially responsible investing, Alternative energy

In 2012, [as the crude oil price was settling in to $110 and low vol,] the renewables’ infrastructure space for private funds reached an aggregate estimated deal value of $132 billion. In 2013, that fell to $95 billion. It now seems unlikely that 2014 will match last year. Read More


Old-Line Oil and Coal are Techno and Exciting These Days

Oct 1st, 2014 | Filed under: Venture capital, Alternative energy, Energy

Revolution is underway in the energy world. For investors, one of the most unexpected facts about this revolution is that it permeates precisely those portions of the energy sector long thought sleepy and conventional: the fossil fuels. Read More


IEA Says Investment In Clean Energy Will Keep Growing, Slowly

Sep 2nd, 2014 | Filed under: Alpha Hunters, Alpha Strategies, Alternative energy

Guest columnist Andy Tully looks at the future of renewable energy investment and finds a future so bright, you might need to wear shades.Read More


Climate Change: the Science that Dare Not Speak Its Name

Jul 31st, 2013 | Filed under: Alternative energy

Guest columnist Doug Friedenberg looks at climate change's investment potential.Read More


Japan’s Largest Banks Invest in the Solar Industry, Expecting a Huge Boom in 2013

Feb 12th, 2013 | Filed under: Institutional Investing, Alternative energy

Charles Kennedy of Oilprice.com looks at how Japanese banks are investing in solar energy.Read More