TBLI GROUP™ Presentation

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TBLI GROUP™ Presentation

  1. 1. ESG INVESTMENT The Ultimate Killer App Robert Rubinstein TBLI GROUP™ © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  2. 2. What is TBLI Group? Extra Financial Rainmaker VISION: quot;The World will benefit when economy supports well-beingquot; MISSION: TBLI raises awareness of the benefit of sustainable investments. TBLI Conference is the the world’s largest annual international education and networking event on ESG (Environmental, Social and Governance) Investment. SERVICES • TBLI Consulting • TBLI Conference • TBLI Academy • Lectures • Global Network • Knowledge Brokering • TBLI Investor Salon • www.tbli.org © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  3. 3. AGENDA Definitions Forces pushing ESG Why inevitable? Overview of Sustainable Investment Green New Deal Low hanging fruit opportunities © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  4. 4. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  5. 5. Risk Opportunity Te © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  6. 6. OVERVIEW: PAST & PRESENT SITUATIONS © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  7. 7. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  8. 8. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  9. 9. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  10. 10. Self Interest First © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  11. 11. What’s in it for me? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  12. 12. Money Flows © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  13. 13. Green New Deal © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  14. 14. LEVEL PLAYING FIELD © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  15. 15. GOVT. ROLE © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  16. 16. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  17. 17. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  18. 18. WHY SO SMALL? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  19. 19. IS IT SO SMALL? WE KNOW WHAT WE KNOW MEDIA BUSINESS INCENTIVES “FIDUCIARY RESPONSIBILITY” POLICY WEALTH MANAGERS TRADITIONAL MBA TEACHING- NO “SOFT STUFF” MANAGEMENT ISOLATION NOT CONVINCED © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  20. 20. 100% > 5% 5% 95% © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  21. 21. “Green is Good Business” Montana Governor Brian Schweitzer © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  22. 22. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  23. 23. WHAT IS ESG/EXTRA- FINANCIAL INVESTMENT? People + Planet + Profit Social Equity Environmental Quality Economic Prosperity ESG adds social and/or environmental value to external stakeholders, while increasing value to shareholders. ESG questions if, to maintain profitability, your products or services: Worsen Social and Environmental Balance Maintain Social and Environmental Balance Improve Social and Environmental Balance © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  24. 24. NEW ECONOMIC MODEL China reaches US consumption 2031 (8% growth) Oil 80 m barrels/day world production →80 m barrels/ day(car based transportation) Grain 382 m tons→1.352 m tons= 2/3 world harvest Meat 64 m tons→181 m tons=4/5 world production Coal 2.8 b tons=2.5 b tons world production Steel 258 m tons→511 m tons>Industrialized West Paper 27 kgs/person→210 kgs/person= 303m tons (double world production) Cars .77 cars person = 1.1 billion> 795 million cars on road Add India, and 3 billion in emerging markets and the West.... ©Plan B 2.0 by Lester Brown © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  25. 25. WHAT IS HAPPENING? Asset Movements SRI funds are the fastest growing segment of mutual fund market Nearly all financial institutions have SRI products, departments, and or research units: ASN-Growth in spite of subprime, ABN, Credit Suisse, MeesPierson, Lombard Odier, Citigroup, ING, Fortis, AGF, Adveq, Rabobank, and many more PRI reaches 15.000 billion dollars Equator Principles 60 banks for Emerging Market Investment. Cleantech booming Kadoories, Breninkmeijer, Colruyt, Stanley Fink, Google Founders, Zennström, Skol, Philips Children, Keilman, Hasso Plattner, Chearavanont (CP Family), and various Private Banks Govt. Pension Fund Norway 100% negative screen Indexes,Dow Jones launches Dharma Index, ESG India Index, FTSE 4 Good, DJSI RI Landscape 2008: Asset Owners$1.24 trillion assets>$1.38 trillion (2010) Standard & Poor’s, CRISIL (of India) and KLD launch the ESG India Index (1/ 2008) Dexia becomes SRI market leader Te Freshfields Report-Fiduciary Responsibility New Legislation July 3, 2000 UK Pension fund SRI regulation. All pension funds had to say what their policy was on SRI. UK ABI guidelines requiring UK public companies to state environmental and social risks. Governance is king: SEC regulation 33-813 1 requires US registered funds to report their shareholder voting, and Tabaksblatt Code © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  26. 26. WHAT IS HAPPENING? Carbon Market Cap and Trade system. (London exchange, EU Trading Exchange, Chicago exchange). $ 15 billion-$1.000 billion. USA and Japan joining. Largest global re-insurers: Swiss RE, Munich RE - refusing to insure some activities due to climate change liabilities. California law putting co2 liability on car manufacturers Cap & Trade in Europe, USA, Japan (research) Cargill buys into EcoSecurities Dozens of Climate thematic funds and Indexes (S&P, Innovest, Trucost, KLD) Text Reporting Guidelines Text Global Reporting Initiative Engagement replacing Best of Class, Negative Screens Equator Principles-50m - 10m Sustainable Agreements for Corporations Equator Principles I & II signed by leading banks. Carbon Disclosure Project II (CDP2) sends new letter to FTSE 500 asking for environmental performance or footprint by companies, signed by leading asset management firms (managing $ 31.000 billion) Liability for non-disclosure for sustainability matters UNEP PRI © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  27. 27. Environmental Risk Becoming Mainstream © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  28. 28. EP Banks ABNAmro Dexia Group Mizuho Corporate Bank ANZ DnB Nor Millennium bcp Banco Bradesco Dresdner Bank National Australia Bank Banco de la República Oriental del Uruguay E+Co Nordea Banco do Brasil EKF Nedbank Group Banco Galicia Export Development Canada Rabobank Group Banco Itaú Financial Bank Royal Bank of Canada BankMuscat FMO Scotiabank Bank of America Fortis SEB BMO Financial Group HBOS Societe Generale BTMU HSBC Group Standard Chartered Bank Barclays plc HypoVereinsbank SMBC BBVA ING Group TD Bank Financial Group BES Group Intesa Sanpaolo The Royal Bank of Scotland Calyon JPMorgan Chase Unibanco Caja Navarra KBC Wachovia CIBC KfW IPEX-Bank Wells Fargo CIFI la Caixa WestLB AG Citigroup Inc. Lloyds TSB Westpac Banking Corporation CORPBANCA Manulife Credit Suisse Group MCC © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  29. 29. Show me the money $700 billion US Government €600 billion Germany €500 billion UK €500 billion France €250 billion Netherlands © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  30. 30. FUTURE DIRECTION Equator Principles=Project Financing UNEP PRI= Public Equity TBLI=Private Equity, Debt Financing, Alternative Investments © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  31. 31. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  32. 32. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  33. 33. THE FINANCIAL HERD IS FORMING © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  34. 34. SUSTAINABLE INVESTMENT Instruments & Asset Classes © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  35. 35. SUSTAINABLE PORTFOLIO Stocks Bonds Real Estate Microfinance Private Equity Alternatives (Carbon Finance, Water, Forests) © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  36. 36. “SRI is not a niche market, but a big party - we are just early.” Robert Rubinstein, TBLI Group © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  37. 37. SRI Growth €3,000B €2,250B €1,500B €750B €0B Core Broad SRI-Engagement 2003 Core Broad SRI-Engagement 2005 Core Broad SRI-Engagement 2007 © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  38. 38. SRI Growth © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  39. 39. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  40. 40. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  41. 41. What is Microfinance? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  42. 42. Micro-finance Growth €200B €150B €100B €50B €0B Market Demand 2006 Market Demand ©CGAP 2008 2008 © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  43. 43. What is Cleantech? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  44. 44. RENEWABLE ENERGY CleanTech accounts for 11% of private equity venture investment in the U.S. and 8.6% in Europe. Energy technologies account for 91% of CleanTech private equity investments Renewable energy investment is worth more than $243 million in the Europe and $843 million in the U.S. alone. Fastest growing sub-segment of private equity investment. Renewable energy encompasses a wide variety of technologies: distributed energy-microturbines, fuel cells, hydrogen generation development & exploitation of sustainable energy sources energy efficiency, waste to energy, and waste reduction battery technology and energy storage environmental technology-wate and waste water, clean coal gasification, emmissions IT-net metering, demand response (energy efficiency), remote sensoring particulate and greenhouse gas emissions reductions Deal flow and exit strategies are concerns T. Boone Pickens announces world’s largest wind farm 4000 MW, $ 10 billion. “ I have the same feels about wind, as I had about the best oil field ever found.” Apax-Brenninkmeijer Story Business Week - 8/14/06 - quot;Wall Street's New Love Affair: Why some of the world's smartest investors are betting billions on clean energyquot; Sources: CleanTech Venture, 2005 EU Study on Renewable Energy Technologies © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  45. 45. Triple Convergence Greenhouse Gas Emission Reduction Negawatts/ Renewable Energy Energy Efficiency ©Global Change Associaties © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  46. 46. GLOBAL RENEWABLE MARKET 16 Fuel Cells, Distr. Hydrogen 2 83 Wind 30 74 Solar 20 81 Biofuel 25 255 Total Energy 77 0 75 150 225 300 2017 2007 ©CLEAN EDGE, 2007 Energy Growth($) © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  47. 47. Cleantech Data Cleantech Investment Monitor 2q 2008 © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  48. 48. Cleantech Data Cleantech Investment Monitor 2q 2008 © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  49. 49. Cleantech Data Source Cleantech Group © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  50. 50. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  51. 51. How much fresh water is there? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  52. 52. $(#.565.5&:C(-0<(A-.&$(50<#:.$5-6:(quot;1(-66(.=,&:*( AMOUNT 6quot;<50?(+&/-0<( !quot;#$%quot;&'%()*&+,--quot;.& !quot;#$%&'()*+$%,-#'$,+$'#.'#+#/-#)$01$,$232-14235#$6,((&/$)'789$:&-$-&$+;,(#9$ If the world’s water were compressed into a single gallon(3.78 liters), only 4 ounces(0.12 liter) would be fresh. Of that, only two drops would be easily accessible and only one of which would be for human use. © TBLI Group™ BOX CONSULTS 20/02/09 !quot;#$%&'()*!*(+&,-$./&0.(quot;1(2quot;//&$%&(3(4-.5quot;0-6(7%&-05%(8(9./quot;:,;&$5%(9</505:.$-.5quot;0( Saturday, February 21, 2009
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  54. 54. Which Asset Class offers best TBLI returns that incorporate many sustainable developments, and is poised to grow massively? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  55. 55. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  56. 56. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  57. 57. SRPI-Social Responsible Property Investments In the United States, buildings account for: • 36 percent of total energy use and 65 percent of electricity consumption • 30 percent of greenhouse gas emissions • 30 percent of raw materials use • 30 percent of waste output (136 million tons annually) • 12 percent of potable water consumption Source: U.S. Green Building Council © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  58. 58. Developments Schiphol Airport City Masdar Breaks Ground-Foster & Partners Bill Clinton Unveils Green Makeover for 16 Cities Dongtan Eco City-Arup Dynamic Architecture Project Bank of America MIT develop Renewable Energy Institute UAE. San Francisco Treasure Island Project Asian Greenfield Projects Sama Dubai (+50 ha.) © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  59. 59. Carbon Market © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  60. 60. Investment Opportunities Low Hanging Fruit TBLI Investor Salons Utopia.de Green Mortgages Clean Energy project finance Green Real Estate Development-Airport City Green Mortgages with power tie in Cleantech Private Equity- Fund of funds Credit Card CO2 offset ESG Equity Funds Second Generation Engagement Green Real Estate Fund-Retrofit and New Bio Fuels Asia-(Cargill/Eco-Securities) ESG Bonds Forests Water-Paying for Environmental Services (PES) Micro-finance bonds © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  61. 61. “Do or do not... there is no try.” YODA © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  62. 62. LEGACY Did you add gasoline to the forest fire, and enjoy the show? Did you grab a hose, build a fire break, and plant new trees? Did you build a carbon neutral economy and profit immensely? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  63. 63. BUSINESS GOALS Do you or your clients want to support, profit or facilitate social and environmental destruction? Do you or your clients want to support, profit or facilitate social and environmental restoration? © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  64. 64. © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  65. 65. www.tbli.org © TBLI Group™ BOX CONSULTS 20/02/09 Saturday, February 21, 2009

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