Insights

Terra Alpha Voices | Justin “Chester” White

Chester White, Founder & CEO of LTMA Capital and Main Line Social, discusses how businesses can drive social change, empower individuals, and create lasting, scalable impact in communities around the world.

Terra Alpha Voices | Kate Williams

Kate Williams, CEO of 1% for the Planet, discusses how the organization is empowering businesses to drive purposeful environmental progress.

Terra Alpha Welcomes Justin “Chester” White to Advisory Board

Chester brings several valuable perspectives to the board, including work experience at a global multinational, a focus on social/labor issues, and a more youthful viewpoint.

Terra Alpha Voices | Julie Broaddus

Julie Broaddus, owner and operator of the independent, environmentally-focused Old Bust Head Brewery in Vint Hill, Virginia, reflects on the legacy of her daughter, Finley Broaddus.

Terra Alpha Voices | Lisa Renstrom & Bob Perkowitz

Environmental leaders, impact investors, and wife-husband duo.

Terra Alpha Voices | Dan Sanborn

Dan Sanborn serves as Director of Research, Portfolio Manager for Terra Alpha’s Concentrated Strategy, and as Head Trader.

Terra Alpha Welcomes Roshni Puli to the Team

Terra Alpha is pleased to welcome Roshni Puli to our team as a Research Analyst.

Terra Alpha Voices | Kathy Baughman McLeod

Kathy Baughman McLeod is the director of the Adrienne Arsht-Rockefeller Foundation Resilience Center (Arsht-Rock) and senior vice president at the Atlantic Council.

Terra Alpha Welcomes Kathy Baughman McLeod to Advisory Board

Terra Alpha is pleased to welcome Kathy Baughman McLeod to our Advisory Board. Kathy is … Read more

Terra Alpha Welcomes Emily Hiltz and Marissa Oliveri to the Team

Terra Alpha Investments is pleased to announce Emily Hiltz and Marissa Oliveri as new members of our team!

Terra Alpha Voices | George Serafeim

George Serafeim is a professor at Harvard Business School, where he co-leads the Impact-Weighted Accounts Project and the Climate and Sustainability Impact AI Lab.

Reflections on My First Year at Terra Alpha

Phil Swan, Director of Business Development, reflects on his first year at Terra Alpha.

Terra Alpha Voices | Carter Ingram

Jane “Carter” Ingram has worked at the forefront of integrating nature into sustainable development across Africa, Asia, Latin America and the United States.

Terra Alpha Welcomes Abdulrahman Gabriel to the Team

Terra Alpha Investments is pleased to welcome Abdulrahman Gabriel to our team as a Business Development Analyst.

Terra Alpha Approved by SBTi

Terra Alpha Investments is the first US-based financial institution to receive approval by the Science Based Targets initiative for its Paris-aligned emissions reduction targets.

Terra Alpha Voices | David Yeh

For 20+ years David has been tackling global climate challenges as an investor, innovator, and White House executive.

Terra Alpha Voices | Callie Broaddus

Callie Broaddus is founder and executive director of Reserva: The Youth Land Trust, which empowers young people to help protect threatened species and habitats through conservation, education, and storytelling.

Terra Alpha Voices | Tim Dunn

Tim Dunn is the Founder and Chief Investment Officer at Terra Alpha Investments.

Terra Alpha Voices | Roger Sant

Roger Sant is Co-Founder and Chairman Emeritus of The AES Corporation, a Fortune 200 company that generates and distributes electrical power, globally, and is Co-founder and Chair of the Sant Foundation.

Terra Alpha Investments LLC Commits to Science Based Targets

We hold ourselves and our portfolio companies to high expectations, because we believe decarbonizing our economy is both the right thing to do and the smart thing to do.

Phil Swan Joins Terra Alpha as Director of Business Development

Terra Alpha is delighted to announce that Phil Swan has joined the firm as the Director of Business Development.

Our Commitment to a Net Zero Emissions Portfolio

A simple premise underlies Terra Alpha’s approach to investing: our economy must operate within Earth’s physical boundaries in order to sustain opportunity and prosperity for generations to come.

Amy E. Dine Rejoins the Terra Alpha Team

Amy E. Dine has rejoined our team in the newly created role of Director of Corporate Engagement.

Terra Alpha Welcomes Carter Ingram to Advisory Board

Carter brings over 20 years of experience in the academic, non-profit, and private sectors, with particular focus on sustainable development in emerging markets.

Terra Alpha Voices | Margot Lee Shetterly

Margot Lee Shetterly is a writer and the author of the best-selling book, “Hidden Figures: The American Dream and the Untold Story of the Black Women Mathematicians Who Helped Win the Space Race.”

Terra Alpha Voices | Kathryn Murdoch

Kathryn Murdoch is president and, with her husband James Murdoch, co-founder of Quadrivium, a foundation supporting solutions to societal problems, including climate change and fostering healthy democracy in the US.

Terra Alpha Joins the Net Zero Asset Managers Initiative

Joining the Net Zero Asset Managers Initiative is the natural step forward for Terra Alpha.

Terra Alpha Voices | Dr. Jean Rogers

Dr. Jean Rogers is founder of the Sustainable Accounting Standards Board (SASB), for which she served as CEO and chair of the board.

Terra Alpha Voices | Amy Dine

Amy Dine is an economist and an advisor in shareholder engagement.

Terra Alpha Voices | Frank Loy

Frank Loy is a diplomat, business and nonprofit executive, and attorney.

Terra Alpha Voices | Dr. Kathryn Sullivan

Kathy Sullivan is a scientist, astronaut and explorer. She is the first American woman to walk in space and the first person to travel both to space and to the deepest part of the ocean.

Terra Alpha Voices | Charles Bolden, Jr.

Our team is pleased to introduce Terra Alpha Voices, profiling the thought leaders who augment our investment research and contribute to our evolving impact efforts.

From Jacob Hampton – Senior Research Analyst

Recognizing how public equity managers create impact.

Terra Alpha Earns High Marks on 2020 PRI Assessment

Terra Alpha Investments receives A+ in Strategy and Governance from PRI for the second year in a row

Terra Alpha Launches New Strategy

Terra Alpha announces the launch of our third fund: Terra Alpha Concentrated Strategy Fund LP (TACS).

Terra Alpha Welcomes Hayley McCurdy to Investment Team

Terra Alpha Investments LLC is pleased to announce that Hayley McCurdy has recently joined our team as a Research Analyst.

Investing Beyond Fossil Fuels

In a world that continues to be largely fueled by carbon-based energy, what does fossil fuel free investing really mean?

Resilience and Leadership

These attributes have loomed large in my mind over the last month…

Terra Alpha Celebrates 5 Years

Terra Alpha Investments – 5 years old and just getting started

Terra Alpha Welcomes Kathy Sullivan to Advisory Board

Kathy Sullivan, Astronaut and Former Head of NOAA, joins Terra Alpha Investments’ Advisory Board

Terra Alpha Re-Certified on Real Impact Tracker

Terra Alpha is pleased to announce that we have once again passed the Real Impact Tracker certification threshold.

From Tara Doyle – Director of Business Development

Tara talks oral surgery, trickle-down impact, and common sense.

Terra Alpha Scores Highly in 2019 PRI Assessment

PRI scores Terra Alpha Investments an A+ for Strategy and Governance.

Reimagining Our Capitalist Markets

Terra Alpha Investments Advisory Board member George Serafeim shares his thoughts on why we need to measure and value corporate impact.

From Jean Rogers, PhD – Terra Alpha Advisory Board Member

Jean Rogers talks moon suits, SASB, and Terra Alpha.

From David Yeh – Terra Alpha Advisory Board Member

My first job after college was working for Brock Evans, a respected environmental leader…

Former Head of NASA Joins Terra Alpha Investments’ Advisory Board

Charlie’s life and career experiences give him a unique knowledge base of our Earth and its systems, and the impacts of climate change…

SASB founder joins Terra Alpha Investments’ Advisory Board

Jean brings an engineering mindset to the field of sustainable investing and a deep understanding of the framework necessary for the natural progression of the investing world.

Veris Guest Blog: How Climate Change Caused PG&E’s Bankruptcy

Pacific Gas & Electric (PG&E) Corporation, California’s largest investor-owned utility, which serves roughly 5.2 million households in central and northern California, filed for bankruptcy…

Tara Doyle Joins Terra Alpha Investments as Director of Business Development

In her role as the Director of Business Development, Tara has assumed responsibility for all aspects of business development…

Amy E. Dine Joins Terra Alpha Investments Advisory Board

Amy served as the Director of Advocacy at Terra Alpha Investments, as well as a member of the firm’s leadership team.

David Yeh Joins Terra Alpha Investments’ Advisory Board

David brings a unique vantage point to our Advisory Board, with nearly two-decades of diverse entrepreneurial experience ranging from public policy to private finance.

From Dan Sanborn, CFA – Partner, Director of Investment Data & Research

The Data Road Less Traveled – What We Have Learned Thus Far.

Virginia Impact Report

An overview of Terra Alpha’s sustainable investment strategy.

From Timothy P. Dunn, CFA – Chief Investment Officer, Managing Member, Founder

The story behind Terra Alpha’s Environmental Productivity and our journey to create Better Returns, a Better Environment, and a Better World.

Terra Alpha Investments is Among First Companies to Receive Real Impact Certification

RealImpact Tracker has certified and given the Terra Alpha the equivalent of an “A” rating, placing the firm in the top 5% of funds currently rated…

Margot Lee Shetterly Joins Terra Alpha Investments Advisory Board

She brings an exceptional combination of professional investment experience, an entrepreneurial mindset, and a journalist’s analytical attitude to our board.

Wealth & Finance magazine has awarded Terra Alpha Best Environmental Productivity Investment Advisory – mid-Atlantic USA

The 2017 Finance Awards are dedicated to supporting and recognizing these talented and dedicated firms, individuals and departments.

Terra Alpha Investments Joins Ceres In Release of First-Ever Toolkit for Managing Water Risks in Investment Portfolios

Terra Alpha joins the sustainability nonprofit organization, Ceres, in releasing the first-ever, comprehensive, online toolkit for investors to evaluate and understand water risks.

From Frank Loy – Terra Alpha Advisory Board Member and Board Member of Environmental Defense Fund

One of life’s great privileges is the opportunity to choose how you want to spend your time.

Terra Alpha Investments Releases Environmental Productivity Report

This sort of evaluation is a useful tool in identifying operational efficiency for internal and external investment decision-making.

Terra Alpha is Pleased to Join the SASB Alliance

Terra Alpha uses SASB standards to help identify material environmental issues in each sector and select the most Environmentally Productive companies for the global portfolio.

Terra Alpha Investments continues membership with CDP

CDP has led the effort to collect data on natural resources from the business sector since 2000.

Terra Alpha is Now a Signatory of the PRI

Terra Alpha joined the Principles of Responsible Investment (PRI) because it reflects how we invest and have operated our firm from day one,

Terra Alpha is Welcomed by 1% for the Planet

Members of 1% for the Planet contribute one percent of their sales directly to nonprofit environmental organizations.

From Ellen Stofan – Terra Alpha Advisory Board Member and former Chief Scientist at NASA

As the former Chief Scientist of NASA and a planetary scientist, I have studied the greenhouse world of Venus where surface temperatures reach 900°F…

Sustainable Investing: Revolutions in Theory and Practice

Sustainable Investing represents an essential overview of sustainable investment practices that will be a valuable resource for students and scholars of sustainable banking and finance.

Environmental Productivity

An essential piece of data to consider when deciding whether to include a company in an investment portfolio

Navigating Rough Waters: Businesses and Investors Must Adapt for a Water-Stressed Future

The white paper Navigating Rough Waters offers a number of suggestions and examples about how to address the investment and operational risks in a water-stressed future

Veris Guest Blog: Navigating Rough Waters

Water is a resource needed by everyone on the planet, but few fully appreciate the accelerating risk that a lack of water might mean to a company or an investor.

Insights

Investor Portal

Investor Portal