The climate transition is expected to require significant capital expenditures, with private equity being an important vehicle. In this episode of the ESG Currents podcast, Vikram Raju, head of Private Equity Climate Investing for Morgan Stanley Investment Management, joins Bloomberg Intelligence’s senior ESG analyst Shaheen Contractor. They discuss the financial viability and risks of climate-focused investments, the complexities of measuring impact, investment themes with untapped potential and more.

 

The climate transition is expected to require significant capital expenditures, with private equity being an important vehicle. In this episode of the ESG Currents podcast, Vikram Raju, head of Private Equity Climate Investing for Morgan Stanley Investment Management, joins Bloomberg Intelligence&rsquo;s senior ESG analyst Shaheen Contractor. They discuss the financial viability and risks of climate-focused investments, the complexities of measuring impact, investment themes with untapped potential and more.
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ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

ESG has become established as a key business theme as companies and investors seek to navigate the climate crisis, energy transition, social megatrends, mounting regulatory attention and pressure from other stakeholders. The rapidly evolving landscape has become inundated with acronyms, buzz words, and lingo and we aim to break these down with industry experts.

ESG Currents

The Private Equity Approach to Climate Investing

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/392a8421-5f2a-4023-ade9-b31500e28b89/transcript

As climate volatility intensifies, water risk is becoming a critical — and often mispriced — factor in investment decisions, particularly across agriculture and real assets. In this episode of the ESG Currents podcast, Bloomberg Intelligence’s Melanie Rua speaks with Catherine Burns of The Nature Conservancy’s NatureVest team and Alyssa Go of RRG Capital Management about how institutional capital is integrating water and climate resilience into investment strategies. They discuss the $900 million Sustainable Water Impact Fund, how nature-based infrastructure can reduce financial risk and what signals could indicate that water risk is being properly priced.

As climate volatility intensifies, water risk is becoming a critical &mdash; and often mispriced &mdash; factor in investment decisions, particularly across agriculture and real assets. In this episode of the ESG Currents podcast, Bloomberg Intelligence&rsquo;s Melanie Rua speaks with Catherine Burns of The Nature Conservancy&rsquo;s NatureVest team and Alyssa Go of RRG Capital Management about how institutional capital is integrating water and climate resilience into investment strategies. They discuss the $900 million Sustainable Water Impact Fund, how nature-based infrastructure can reduce financial risk and what signals could indicate that water risk is being properly priced.

Pricing Water Risk and Scaling Climate Resilience

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/4a2f530c-90ec-4632-ad0b-b41f00eb5346/transcript

Private markets are becoming an increasingly important frontier for sustainable investing, with mounting interest among allocators and a rapidly evolving landscape. But where are the real opportunities — and how can investors separate substance from storytelling? In this episode of ESG Currents, Northern Trust Asset Management’s Head of Multi-Asset Custom Solutions, Dee Sharma, joins Bloomberg Intelligence Senior ESG Analyst Shaheen Contractor to explore how sustainability is evolving in private markets. They discuss the themes gaining traction and those losing momentum, and what separates credible strategies from box-ticking. They also examine where risks may be mispriced and how demand can evolve over the next five years.

Private markets are becoming an increasingly important frontier for sustainable investing, with mounting interest among allocators and a rapidly evolving landscape. But where are the real opportunities &mdash; and how can investors separate substance from storytelling? In this episode of ESG Currents, Northern Trust Asset Management&rsquo;s Head of Multi-Asset Custom Solutions, Dee Sharma, joins Bloomberg Intelligence Senior ESG Analyst Shaheen Contractor to explore how sustainability is evolving in private markets. They discuss the themes gaining traction and those losing momentum, and what separates credible strategies from box-ticking. They also examine where risks may be mispriced and how demand can evolve over the next five years.

 The Playbook for Sustainable Private-Market Funds

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/7f1c361d-70ac-4949-a24e-b41700fae851/transcript

Plastic waste is a mounting challenge around the globe, but nuance required to understand and manage plastic is often ignored. On this episode of the ESG Currents podcast, Svanika Balasubramanian, founder and chief circularity officer of rePurpose Global, joins BI senior integration analyst Gail Glazerman to discuss the scale of the problem, potential key performance indicators (KPIs) to assess plastic exposure and strategies to make solutions profitable enough to attract an estimated $5 trillion in capital required by 2040. This conversation was recorded Feb. 18.

Plastic waste is a mounting challenge around the globe, but nuance required to understand and manage plastic is often ignored. On this episode of the ESG Currents podcast, Svanika Balasubramanian, founder and chief circularity officer of rePurpose Global, joins BI senior integration analyst Gail Glazerman to discuss the scale of the problem, potential key performance indicators (KPIs) to assess plastic exposure and strategies to make solutions profitable enough to attract an estimated $5 trillion in capital required by 2040. This conversation was recorded Feb. 18.

Embracing Nuance to Profitably Address Plastic

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/33d2403b-7e25-438b-bb11-b4100113b29b/transcript

The Private Equity Approach to Climate Investing

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