Stopping climate change is the biggest investment opportunity of our lifetime, and its already driving radical change in how financial markets operate. Sign-up for the latest insights into sustainability, ESG and impact investing, and all the episodes of the Good Future podcast as they're released.
Linda Romanovska on why Australia's taxonomy matters NOW
|
Australia has launched its very own Sustainable Finance Taxonomy, a long-awaited framework to classify what counts as ‘sustainable’. It follows global moves led by the EU, and aims to categorise a range of economic activities, highlighting ‘green’ leaders, as well as sectors making the ‘transition’. To help you understand what it’s all about I found the perfect guest to join me on the Good Future podcast, and that’s Linda Romanovska! In the episode she helps us understand why it’s important to investors, how we can use it, and how it compares and interacts with other global models. Linda is a global taxonomy expert, she’s contributed to the development of sustainable finance taxonomies in the EU, South Asia and right here in Australia. At the same time she’s worked as a senior sustainable finance advisor working with boutique consultancies as well as the Big4. And if that’s not enough to keep her busy, she’s also doing a PHD exploring the intersection of nature and sustainable finance.
On this episode…Linda’s insights go deep, but most importantly they’re practical, breaking down the nature of a taxonomy within the global context, highlighting sectors where it has the potential to make an impact, and how it fits within the broader sustainable finance roadmap in Australia. My key takeaway this week…“Aligning with the taxonomy can help your market positioning as a sustainable entity, towards consumers that have specific value choices that they make in their consumption. But also, it potentially opens up your access to sustainable finance. Sometimes the cost of capital can be better if you can demonstrate sustainability credentials.” “So from a company perspective, it’s not always someone external using the taxonomy to judge you. No, it’s actually a tool for you to highlight your own credentials, and your own good deeds in what you’re doing.” Download the FIELD GUIDEThere were so many really powerful nuggets in this episode that I convinced Linda to summarise the key insights into a one-page Taxonomy FIELD GUIDE. It outlines the key opportunities of aligning a portfolio with the Australian framework, and how it compares globally.
I’ve been helping fund managers grow their businesses for more than 10 years, and whether you want to increase investment inflows, or position your fund as a climate leader, I can help Or just hit reply, and let's talk. |
The Business of Sustainability
Stopping climate change is the biggest investment opportunity of our lifetime, and its already driving radical change in how financial markets operate. Sign-up for the latest insights into sustainability, ESG and impact investing, and all the episodes of the Good Future podcast as they're released.
Impact investing is not an asset class, rather, it's an approach that can be applied to a diverse range of asset classes, and while this I’ve spoken about this concept at length in this newsletter, today I want to focus on fixed income. Fixed income is the world’s largest asset class. It has a set of unique characteristics that make it ideal for driving impact outcomes, but so far it hasn’t been utilised at anywhere near its full potential. Popular perception lags its intrinsic value There’s...
Amid all the noise, climate change persists Politics will sway like a pendulum, businesses rise and fall, but looking long-term the trajectory is clear, we're pushing our environmental systems ever-closer to collapse. Shifting your focus from the short-term to the long-term is never easy, but this is how investors position themselves ahead of the rest. To recognise the huge challenges on the horizon, and deploy capital to support those delivering solutions. Impact investing is a lens you can...
In 2019 Hampus Jakobsson was convinced climate investing was the obvious next step for venture capital investors, but to his surprise, the other partners at his fund (despite being smart and progressive) just didn’t get it. So strong was his conviction that he left the firm to start his own fund, Pale Blue Dot. Fundraising was no easy task, with many potential investors having similar reservations. Some were scarred from the clean-tech bubble, and others couldn’t see past the eye-watering...