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  • 1. ESG INVESTMENT The Ultimate Killer App Robert Rubinstein TBLI GROUP TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 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 worlds 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. 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. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 5. Risk Opportunity Te TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 6. OVERVIEW: PAST & PRESENT SITUATIONS TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 7. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 8. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 9. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 10. Self Interest First TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 11. Whats in it for me? TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 12. Money Flows TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 13. Green New Deal TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 14. LEVEL PLAYING FIELD TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 15. GOVT. ROLE TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 16. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 17. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 18. WHY SO SMALL? TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 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. 100% > 5% 5% 95% TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 21. Green is Good Business Montana Governor Brian Schweitzer TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 22. TBLI Group BOX CONSULTS 20/02/09 Saturday, February 21, 2009
  • 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. 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 tons1.352 m tons= 2/3 world harvest Meat 64 m tons181 m tons=4/5 world production Coal 2.8 b tons=2.5 b tons world production Steel 258 m tons511 m tons>Industrialized West Paper 27 kgs/person210 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. 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, Zennstrm, 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