The list is long and getting longer by the day – investment and asset managers around the world are waking up to the biggest opportunity in the next decade – sustainable investments. We’re not surprised by this; in fact, it’s a welcome shift in the press coverage of the thesis. While we’re cautiously optimistic, this isn’t to be viewed as a successful campaign in aligning assets with the goals of sustainability, but rather merely the end of the opening exchange as we move into the mid-game.
I built SOIL Funds Management to focus on sustainable private equity. But what does that mean? On the front-end, we target businesses that we believe generate a sustainable competitive advantage by using a series of financial and non-financial screens. Like Farmers Insurance, we know a thing or two because we’ve seen a thing or two. Typical financial[…]