Struan Malcolm’s Post

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Partner & COO at Fundrella

What an educational and fun experience this discussion on the energy transition was at our Rosé & ESG event - see post below 👇 The International Energy Agency (IEA) new critical minerals report is out and today they had a live show presenting key findings. One key takeaway was we should look upon the energy transition as a major much-needed upgrade to our energy infrastructure that will provide significant economic benefits…before even considering the necessity in terms of emissions.

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5 Keys to Unlocking the Energy Transition   At Fundrella Rosé & ESG spring event we discussed how to secure the raw materials necessary to power the energy transition and how investors should be thinking about the investment opportunities and sustainability issues for this crucial challenge. Swipe the carousel for 5 key take-aways.   Special thanks to our sponsors State Street Global Advisors and Macquarie Asset Management for supporting this event and thank you to our expert panel for a power-packed discussion! Ibrahim Baylan - Former Energy Minister of Sweden Lena Sellgren - Chief Economist and Head of CEO Office, Business Sweden Johan Florén - Head of ESG and communication, Sjunde AP-fonden, AP7 Esther Baroudy, CFA - Portfolio Manager, State Street Global Advisors And thank you to our own Struan Malcolm for moderating this complex topic. #esg #energytransition #criticalrawmaterials #fundselection #assetmanagement #FundrellaRoseESG See you in November for Fundrella's autumn fund selector event!

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