Oil & Gas: Impact & Investors Relevant Analytics
YvesBlue's Deep Dive Into Oil & Gas & YvesBlue Tools That Can Help
Oil prices are at record highs, even adjusting for inflation. This is both directly and indirectly harmful for low-income families. Ideally, we could rapidly transition away from fossil fuels but that isn’t happening. Products that require tracking a benchmark may not be able to avoid oil & gas holdings even if the prospectus promises to deliver low carbon investment.
Investors, whether returns-focused or impact-focused, may want to take note of the following issue areas:
The production of oil and gas is resulting in much more methane emissions than was previously thought.
Written by Heather Langsner
Heather Langsner is Vice President and leads the Impact Team at YvesBlue. She is an experienced buy-side analyst and portfolio manager specializing in the Industrials, Chemicals, Technology, Energy and Renewables/Cleantech Sectors and holds a Master’s Degree in Environmental Sciences with a major in Industrial Engineering from Columbia University. In 2015, timed with the signing of the Paris Climate Accord, she launched the first net zero emissions equity portfolio called Carbon Zero for Groupe La Française in Paris. In 2017 she launched the Carbon Resiliency Technology Impact Fund which has an average outperformance of 14.6% per year since inception. She has been a technical and sustainability consultant for governments in the Middle East and for companies like Lenovo and Biogen. She studied Chemistry with a focus on Environmental Sciences at Johns Hopkins University and has been a speaker at the National Academy of Sciences, The American Chemicals Society and the United Nations Environment Program’s Conferences on Banking and Water. She serves as Vice Chair of the Center for the Economic and Environmental Partnership.