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Why All the Fuss About “Green” Investing?

Why All the Fuss About “Green” Investing?. CFA Seattle – May 24, 2011 Jan Schalkwijk, CFA Portfolio Manager. Problem: Limits to (traditional) Growth. Solutions. Conserve Baby, Conserve!. Invent Baby, Invent!. Drill Baby, Drill!. The Green Economy Defined. Rethinking Energy.

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Why All the Fuss About “Green” Investing?

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  1. Why All the Fuss About “Green” Investing? CFA Seattle – May 24, 2011 Jan Schalkwijk, CFA Portfolio Manager

  2. Problem: Limits to (traditional) Growth

  3. Solutions • Conserve Baby, Conserve! • Invent Baby, Invent! • Drill Baby, Drill!

  4. The Green Economy Defined

  5. Rethinking Energy Sources: New Energy Finance: February 2010, Dr. Jane Woodward Stanford University Credit Suisse (est. of LCOE of Energy Efficiency) • 77% of energy infrastructure needed by 2030 has yet to be built • ≈ 2% of current global electricity comes from renewables • Carbon constrained future seems inevitable • Energy Efficiency is cheapest form of Energy (≈ 1.5c/kWh)

  6. An Example: Solar

  7. Disconnect b/t Opportunity & Reality? Green = S&P Price Return Orange = TAN (Solar ETF)

  8. Phone: (503) 719-6841 Email: info@jpsglobalinvest.com Website: http://www.jpsglobalinvest.com Twitter: http://twitter.com/greenstockguy Contact info

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