Seek the winners as the world cleans up

Bozena Jankowska, manager of Allianz RCM Global EcoTrends Fund and Mark Hoskin of Holden & Partners, held a live webchat on Friday 4th of December 09, discussing climate change and investment.

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Climate Change Investment

Holden & Partners are the foremost adviser on investing in climate change in the UK. For the last three years we have produced a Guide to Climate Change Investment which helps investors define and understand this market, which is available in the download section . We also run in combination with Incisive Media the Climate Change Investment Awards, which together with our Guide puts us in a unique position to understand how investment groups are changing their offerings and the new iniatives in the investment market around climate change.

We have designed a unique approach to help our clients manage their assets in the light of climate change , which we do not feel is being taken seriously enough by our colleagues in the advice industry, or the investment market. However, as you will be able to see, this approach does not supercede our client's financial objectives, or requirements.

Climate Change is not something you can see or even perceive happening, but it is and will continue to be one of the principal drivers behind world politics and economics in the 21st century. As an investor it is important to see the wood from the trees and recognise that trends set today will be the norms of the market tomorrow. Investment is about recognising these changes and trends prior to the rest of the market.

Conventional fund managers work off short term horizons, relying on analysts using three year earnings projections and discounted cash flows based on 15 years, but working with assumptions based on consensus in the market. With city jobs depending on short term earnings the investment market is ill placed to spot and react effectively to the structural changes, which are happening and will shape our future.

At Holden & Partners we don’t know when the consensus will shift and fundamental valuations will structurally move to reflect our new global reality, but we feel certain that these shifts will take place and that in the meantime following our climate change strategies will make above market returns into the future.