Sunday Brunch
Our thoughts on the key issues faced by practitioners trying to advance sustainable investing.
Sunday Brunch: is there a doctor in the house? (or why sustainability's a tough gig)
The CSO as the curator of sustainability expertise and driver of change
Sunday Brunch: it's companies that will really deliver change (Part 1)
We should not forget that it's companies who will, by and large, deliver the changes. It's companies that will make investments, change products and services, and adopt new operational practices.
Sunday Brunch: is failure on climate change really financially harmless ?
We talk a lot about climate models and how GHG emissions impact temperature, but not so much about climate damage function models. And yet this second set of models have a massive impact on financial decision making.
Sunday Brunch: diabetes, fertiliser and Jurassic Park
When resources are scarce we may need to prioritise their use. So even if we can, maybe we shouldn't.
Sunday Brunch: can the real sustainable investor please stand up?
The big sustainability questions we all face suggest we need to move to a different relationship between the providers of capital (the asset owners), and the organisation's that invest it on their behalf. One based on a better alignment of interest.
Sunday Brunch: is disclosure the 'exam technique' of sustainability?
Disclosure is important but is there a danger that it becomes the tail wagging the dog?
Sunday Brunch: heart health, dementia and holistic thinking
With sustainability solutions, dropping in substitutes isn't enough. We need to think holistically
Sunday Brunch: sustainability is an intangible asset
Sustainability can be like a good brand. Without it your business can lack the quality that gives it a viable long term future. Intangibles may be invisible, but it doesn't make them any less real.
Sunday Brunch: your secret weapon for your sustainable investment case?
Pitching sustainability investments or strategies to finance people is tough. Expectations Investing could be the Sustainability Professionals secret weapon.
Sunday Brunch: horses for courses
The solution (the horse) should match the problem or desired output (the course).
Sunday Brunch: The importance of the Cost of Capital - part 1
The Cost of Capital is a powerful financial concept, but one that hides a lot of complexity. The phrase is often mis-used. One common mistake is to believe that if a sustainability investment is lower risk, it means it's a better investment.
Sunday Brunch: what is this investment worth?
How we create narratives to generate financial forecasts impacts the valuation process