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The Sustainable Investor

Sustainability, Strategy and Finance

The Sustainable Investor
Steven Bowen
Members Public

Deforestation - promises promises promises

Most people agree we need to halt and then reverse deforestation. This has been reflected in all sorts of pledges and commitments, the most high profile probably being from  COP26 in 2021, where governments and companies promised to halt and reverse forest loss and land degradation by 2030.  That all

Sandy Jayaraj
Members Public

Heating and the importance of systems thinking.

The Heat Pump Summit took place at the Blavatnik School of Government, University of Oxford on 10th April. Despite a long history of heat pump innovation and usage - the first large scale heat pump in the UK was in operation in 1945 in Norwich - household installed heat pumps

Sandy Jayaraj
Members Public

KlimaSeniorinnen, the Great Indian Bustard and Insurance.

A number of judgments were handed down last week that could have important implications for insurance, investing and project viability. The European Court of Human Rights ruled that Switzerland violated citizens' human rights by not doing enough to combat climate change. The court sided with over 2,000 Swiss

Sandy Jayaraj / Steven Bowen
Members Public

What caught our eye - three key stories (week 15, 2024)

Here are three stories that we found particularly interesting this week and why. We also give our lateral thought on each one. Read in full by clicking on the link below. 'What caught our eye' like all of our blogs are free to read. You just need to

Steven Bowen
Members Public

Sunday Brunch: Sustainability disclosures matter for traditional investors as well

"ESG doesn't need a specialized term, as that implies it's niche. Considering long-term factors isn't ESG investing; it's investing". Alex Edmans - The end of ESG December 2022 When I talk with many investors about sustainability disclosures, one common response

Sandy Jayaraj
Members Public

The allure of consensus

We all know that building consensus is the best way to drive change - but is it really? What if the consensus building approach is not the best way after all? Are there some cases where having a narrower but stronger support base is better? And what read across might

Steven Bowen
Members Public

Industrial decarbonisation - it's not just about cheesemaking

The US Biden administration has recently announced up to $6 billion in funding for 33 projects intended to curb carbon pollution from industrial facilities, including steel mills, cement plants and an Illinois factory where Kraft Heinz makes its well known, at least in the US, Mac & Cheese (for some

Sandy Jayaraj
Members Public

Clean ammonia - the decarbonised future of fertiliser

We know we need to decarbonise ammonia production. There are already technical solutions, including electrification, and the use of green hydrogen as a feedstock. In most cases they are not yet financially comparable, but they seem to be getting closer. But in many situations decentralisation can also be a practical

Sandy Jayaraj / Steven Bowen
Members Public

What caught our eye - three key stories (week 14, 2024)

Clean ammonia; industrial decarbonisation; the allure of consensus

Dr Mimi Ajibade / Sandy Jayaraj
Members Public

Sunday Brunch: the Post Office scandal - a failure of operational governance

Governance starts with the board in setting the culture of the company. But execution is key.

Steven Bowen
Members Public

Buying ethical and affordable chocolate is really hard

Those of you who celebrate Easter will have noticed that your easter egg has either got smaller or more expensive. But spare a thought for those who want to buy ethical chocolate - they have a different problem. How do you know your chocolate is ethical, and how much extra

Steven Bowen
Members Public

Coal's (very) long goodbye

Bloomberg (republished in various newspapers) recently highlighted coal's recent period of resurgence, on the back of China's energy insecurity, rising Indian demand, the fallout of the Ukraine war, and "faltering international programs to wean developing economies off fossil fuels". If we go back a




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