Impact Frontiers’ Post

The 2024 Impact Capitalism Summit is just three weeks away! The theme for this year's event is a call to action for investors to explore innovative and integrated approaches to address the climate crisis. Take a look at some of the panels that will be featured: 🌎 Climate Opportunity for All: This panel will explore investment vehicles that help to democratize the full benefits of clean energy and energy transition. 🌎 Hot Topics in Climate Policy in the US: An engaging and informative discussion touching on the impact of the IRA and the GGRF on climate action, the upcoming presidential election, the current climate science and its impact on climate policy, and where the U.S. sits in its climate action compared to the rest of the world. 🌎 Moving the Needle on Climate: This forward-thinking session will focus on the crucial role of financial investments in driving significant progress around climate, exploring which asset classes and investment areas are most likely to drive meaningful change. By integrating climate considerations into investment strategies, investors can contribute to building resilience, driving innovation, and fostering sustainable development. If you're an impact investor interested in joining us in Nantucket from July 15-17, learn more and register here: https://lnkd.in/dvQzf6C

Project Frame was featured in the latest publication from The Global Impact Investing Network on Climate Solutions Investing. The paper aims to create a climate solution investing framework with resources, common challenges, and strategies. #ImpInv

One of the biggest takeaways from my recent completion of the Climate Aware Investing course was discovering the nuanced power of #shareholderadvocacy. I used to view divesting as a black-and-white solution for addressing climate risks in investments. But now, I have the tools to measure, analyze, and recognize the complexity and the strategic opportunities in balancing aggressive #divestment with active shareholder engagement. Advocating for change from within companies allows investors to drive sustainability agendas, hold leadership accountable, and create long-term impact—all while leveraging their position as stakeholders. This highlighted what Kate Monahan, Trillium Asset Management Director of Shareholder Advocacy shared during my NEIII Fellowship earlier this year.

At the start of 2024 we invited a subset of leading climate fund managers to share views on market sentiment as well as their performance. Insights include sentiment on the fundraising environment, sector focus, impact tracking methodologies, portfolio valuation expectations and spending allocations. Please find an abridged version of the survey here: https://lnkd.in/e-BgCKpG We truly appreciate the participation of all the contributing managers and hope the results are insightful and useful to all. We view this inaugural survey as the first of many CREO Climate Investment Surveys and aspire to attract participation from an increasingly robust and diverse set of managers. We will invite managers to participate in our 2025 survey at the end of this year. Participants who completed the survey received unabridged versions of the aggregated results. CREO Owen LoudonLucas FiorettiTaline Filipovic

Happening TODAY: “Unlocking impact – and climate – alpha in Brazil.” Join The Call to explore the growing impact investing ecosystem in Latin America’s largest market today at 1pm ET. https://hubs.li/Q034rySt0

It was a pleasure to speak at the 7th Sustainable Investment Forum in Paris yesterday, alongside Dr. Nicola Ranger, Jean Boissinot and David Carlin. Rounding off an insightful day of discussions between stakeholders from all corners of the sustainable investing space, we discussed physical climate risk, how it can be measured and, ultimately, integrated it into investment decisions – as well as the growing opportunity set for investors around climate adaptation and resilience.   I shared that asset managers are in the early stages of understanding and addressing physical risks. We face specific challenges in securing relevant data across different asset classes and investor portfolio types, and overcoming these challenges will require both innovation and collaboration.   One message from the panel was clear: we do have enough data to get started and can’t afford to delay. #SINVEurope #sustainableinvesting #climateinvesting #climateadaptation

It was a pleasure hosting the @Milken Institute’s 3rd annual climate finance breakfast workshop at Climate Week NYC on behalf of McKinsey Sustainability. During the session Emilie Mazzacurati and I kicked off a discussion around investment opportunities in resilience and adaptation. It's increasingly clear that we're approaching a tipping point on resiliency and adaptation as an investment thesis. Over 1300 private capital vehicles worth some $600 billion have been raised with a focus on mitigation and decarbonization. However when it comes to adaptation and resiliency we've seen less than 100 dedicated funds with less than $5 billion in capital. In the coming weeks, I’m publishing some exciting new analysis where my coauthors and I will lay out ten investment themes, 50 sub-themes, and over a trillion dollars of market opportunity for resiliency investments. Looking back on Climate Week, it's clear that we can no longer be debating the merits of funding mitigation, carbon markets, or adaptation. We need to accelerate the flow of funds across all of these types of climate capital. I’m hopeful that the discussions and enthusiasm at Climate Week will translate into additional momentum towards solutions of all types. A big thank you to the Milken Institute and our colleagues at McKinsey Sustainability for convening this group and to all of the participants and topic leaders for the engaging discussions.  #ClimateWeekNYC #McKinseySustainability

At the start of 2024 we invited a subset of leading climate managers to share views on market sentiment as well as their performance. Insights relevant for all market participants include sentiment on fundraising environment, sector focus of investors, impact tracking methodologies, expectation of portfolio valuations and spending allocations.   Please find an abridged version of the survey here: https://lnkd.in/e-BgCKpG   We truly appreciate the participation of all contributing managers and hope the results are insightful and useful to all, wherever positioned in the market.   We view this inaugural survey as the first of many CREO Climate Investment Surveys and aspire to attract participation from an increasingly robust and diverse set of managers. We will invite managers to participate in our 2025 survey at the end of this year. Participants who completed the survey received unabridged versions of the aggregated results. #InvestmentManagement #GP #ClimateInvesting

The countdown is on to #ClimateWeekNYC!   Souleymane Ba and I will be participating in numerous sessions over the course of the week, highlighting the ways that impact investing, and private capital more broadly, can drive better outcomes for people and the planet.    We’ll be providing updates across the week, including some exciting new research into sustainable business models that curb emissions in some of the highest-emitting sectors in our markets.    Watch this space!   Climate Group #JustTransition #ImpactInvesting

Please join the Principles for Responsible Investment in Boston next Thursday June 27th for: "Climate Risk is Financial Risk, a Multi-Faceted Conversation" 🌍 Investors worldwide are increasingly acknowledging climate change as a material risk to their investment portfolios. "Climate Risk is Financial Risk, a Multi-Faceted Conversation," will feature a panel discussion on challenges and strategies for integrating climate factors into investment decision-making. PRI's Laura Weeks will be hosting this event in partnership with Boston University’s Impact Measurement & Allocation Program (IMAP). Featured Speakers: - David Atkin, CEO, Principles for Responsible Investment (PRI) - Madison Condon, Associate Professor, Boston University School of Law - Robert Fernandez, CFA, Director, ESG Research, Breckinridge Capital - Kimberly Gladman, Specialist, Climate Technical Guidance, Principles for Responsible Investment (PRI) Event Details:  📅 Date: June 27th, 2024 🕓 Time: 4:00 - 6:30pm 📍 Location: Boston University's Questrom School of Business, Rafik B. Hariri Building, 4th Floor, 595 Commonwealth Avenue, Boston, MA 02215 For those unable to attend in person, we are pleased to offer a virtual option via Zoom. 🌐 👉 Register Here for In-Person Attendance: https://lnkd.in/e7XF3hf9 👉 Register Here for Virtual Participation: https://lnkd.in/gWTxEscd Feel free to reach out with any questions. #ClimateChange #ClimateRisk #SustainableInvestment #SustainableFinance #ESG #PRI #BostonUniversity #ImpactMeasurement