Croatan Institute Releases Clean 15 Investment Portfolio at SOCAP
SAN FRANCISCO -- On September 15, from the main stage of the 2016 Social Capital Markets conference (SOCAP), at Fort Mason in San Francisco, Croatan Institute President and Senior Fellow Joshua Humphreys announced the release of an educational fossil-free investment portfolio, the Divest-Invest Clean 15. The portfolio includes 15 investment strategies, across five major asset classes, offering institutional investors opportunities to invest in strategies that pursue solutions to climate change and other environmental challenges, ranging from renewable energy and organic agriculture to green buildings and sustainable infrastructure.
“The fossil-fuel divestment movement has reached a critical moment,” said Dr. Humphreys. “Hundreds of investors with trillions of dollars in assets have pledged to divest from fossil fuels. Now they are increasingly asking how to invest in impactful solutions to climate change. The Divest-Invest Clean 15 provides a valuable educational resource for this growing field.”
The portfolio was developed by a consortium of groups, including strategists and researchers from SOCAP, Good Capital, Martin Investment Management, Impact Assets, and Croatan Institute, and underwritten with the support of Farmland LP, Breckinridge Capital Advisors, Trillium Asset Management, Community Capital Management, Essex Investment Management Company, Fifth Season Ventures, Jonathan Rose Companies, and RBC Global Asset Management.
The 15 managers highlighted in the portfolio include Breckinridge Capital Advisors, Community Capital Management, Craft3, Essex, Farmland LP, Green Alpha Advisors, Iroquois Valley Farms, Jonathan Rose Companies, The Lyme Timber Company, North Sky Capital, Reinvestment Fund, Renewal Funds, Shelton Capital Management, SJF Ventures, and Trillium Asset Management. The composition of the portfolio was discussed on a dedicated panel at the conference, held at Fort Mason’s Southside Theater: “The Divest-Invest ‘Clean Fifteen’: A Total Portfolio Approach to Fossil-Free Investing.”
Presenting on the panel were Ellen Friedman, Executive Director of Compton Foundation; Michael Lear, Vice President of Athena Capital Advisors; and George W. Rooney, Jr., Chief Investment Officer of Collaboration Capital. Dr. Humphreys moderated the discussion.
The Clean 15 Portfolio is available for download at http://croataninstitute.org/publications/publication/divest-invest-clean-fifteen.
For more information on Croatan Institute’s work on climate solutions, please visit the Fossil-Free Pathways program page or contact Dr. Humphreys at josh [at] croataninstitute.org.