Virginia Impact Investing Forum / by Matt Illian
Timothy P. Dunn, CFA is the Founder and Chief Investment Officer of Terra Alpha and contributor to the Virginia Impact Report, Vol. 1.
Tim’s article, The Case for Impact Through Public Equities (see link below), reviews Terra Alpha’s sustainable investment strategy. After reading Tim’s article, I (Matt Illian) asked Tim some follow up questions shared below.
Matt (VIIF): Many of us know that climate change is a problem but feel relatively helpless to change the current course. What do you take away, if anything, from the recently released U.S. National Climate Assessment?
Tim (Terra Alpha): While the recent U.S. National Climate Assessment wasn’t the first of its kind, it has sounded the loudest alarm. The report makes clear that current and projected climate-related impacts pose substantial risks to our economy. Among these risks are disruption of supply chains, shifts in the availability and prices of commodities, and increased risk to operations of U.S. businesses. Reports such as these, demonstrate the necessity for investors and business leaders to incorporate natural resource use into their decision-making processes.
Terra Alpha’s investment strategy provides our investors with a better way to invest their assets, by incorporating all material environmental, social, and governance information to identify businesses that are better prepared and positioned for success in response to the growing impacts of climate change. It is our contention that our investment approach will provide our investors with better long-term financial returns, while driving the transition to a more sustainable economy.