Why Terra Alpha Actively Engages with Every Portfolio Company

Why Terra Alpha Actively Engages with Every Portfolio Company

Author: Paul Ellis July 22, 2024 Duration: 0:00
In 2023 Terra Alpha Investments financed 82% less carbon emissions, 88% less water usage and 35% less waste generation through the firm’s investment portfolio. Tim Dunn is Founder and CIO of this firm that invests in forward thinking companies that are profitably leading the transition toward a sustainable global economy. Terra Alpha engages directly with portfolio companies through proxy voting, thematic campaigns and company-specific interaction. Last year the firm also included its Diversity, Equity and Income data disclosure expectations of companies in their initial engagement letter and had 92 active engagements with portfolio companies. Terra Alpha’s ultimate goal is enabling a sustainable planet for society, which the firm does through portfolio construction, corporate engagement and thought leadership.

Hosted by Paul Ellis, The Sustainable Finance Podcast is a resource for investors and financial advisors looking to move beyond the buzzwords and understand the practical realities of integrating environmental, social, and governance principles into portfolios. This isn't about abstract theory; it's a series of direct conversations with the people shaping the industry-from asset managers and analysts to corporate leaders and policy experts. Each episode digs into how sustainability metrics are being applied, what constitutes genuine impact versus marketing, and where the real financial opportunities and risks lie. You'll hear detailed discussions on evolving regulations, new investment vehicles, and the tangible data driving decisions. By focusing on these candid interviews with pioneers, the podcast provides a clear-eyed view of a rapidly changing landscape, offering actionable insights for anyone navigating the intersection of capital and responsibility. Tune in for a grounded perspective that equips you to participate in this critical shift within modern finance.
Author: Language: en-us Episodes: 100

The Sustainable Finance Podcast
Podcast Episodes
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