Companies are facing a brutal assault from many fronts: Activist investors like Engine no. 1 has brought oil majors to its knees. Large institutional investors like BlackRock, Vanguard are pushing companies to up their ESG game. Customers are up in arms and are pushing companies through their role as shareholders in making their products andContinue reading “The Investor Relations Officer for a Net Zero World”
ESG issues are shaking up boards and CEOs. As a result, companies are increasingly considering tying CEO compensation to ESG issues. Some of the marquee companies that link executive compensation to ESG include Apple, McDonald’s, Rio Tinto, Royal Dutch Shell, and Unilever. European and British companies have taken the lead. According to a survey byContinue reading “Linking Executive Compensation and ESG: Navigating a Minefield”
Achieving net zero requires a shift to renewable sources of energy. There is another way that not many people talk about – energy efficiency. Unfortunately, improving the energy efficiency of products is not sexy enough (unlike a solar power plant!) to be talked about but is a crucial lever for net zero. There have beenContinue reading “Net Zero and Jevons Paradox”
Stranded assets are becoming a reality. Take the case of thermal coal. It is widely recognised that thermal coal is no longer a growth opportunity. This is coupled with the fact that debt financing grew sharply and leverage ratios have skyrocketed. A bulk of financing for thermal power plants has come from debt. With thermal power plantsContinue reading “Climate Bad Banks for Stranded Assets”
In this video I share with Neha Misra of The Fin Liit Project aspects of my career, sustainability, sustainable finance, and more.