Electrification of automobile transportation in the United States presents an economic opportunity that is both large in scope and potentially hugely disruptive to multiple industries that are mainstays in most investors’ portfolios. How would our traditional view of the auto
Sustainability disclosures can have a positive impact on stock price
A just-published study by two University of California researchers concludes that there is a noticeable and statistically significant impact on stock price for companies who voluntarily disclose information on greenhouse gas emissions. This is an encouraging finding for investors who
The split incentive problem in commercial energy efficiency upgrades
Buildings consume 40% of the energy used in the United States, with commercial buildings accounting for just under half (18%) of that total. 2/3 of the energy is used in the building systems (HVAC, lighting, water). Energy efficiency improvement projects
SBIR Reauthorization – a rare piece of good sustainability news from Congress
It’s a fair bet that few people would include “US Congress” in the same sentence as “accomplishment” and “good news” these days. Adding the word “sustainability” would probably cause even Google to come up empty. So it’s worth noting last
SEC Climate Change Disclosure Guidelines – a second bite in the apple
I appreciated the opportunity to bring our panel on SEC Climate Change Disclosure Guidelines to a New York audience last week. When we first presented the topic at the Boston Security Analysts Society last December, several people recommended repeating the