Resource Scarcity and the Efficiency Revolution
Original Broadcast Date: Tuesday, October 16, 2012
An important emerging topic in sustainable investing is the growing body of evidence that many resources are becoming increasingly scarce. We are witnessing rapid global population growth, coupled with rising affluence and purchasing power in developing markets, which is inevitably leading to a sharply rising demand for water, fossil fuels and other natural resources. All these factors, not to mention ageing infrastructure in developed markets and the potentially huge impact of climate change, give rise to a compelling investment case for companies that develop innovative solutions in areas such as energy efficiency, water infrastructure and waste management technologies. A revolution in efficiency has begun and is creating unprecedented opportunities for investors.
Pax World Global Environmental Markets Fund
Ian Simm is the Co-Portfolio Manager of the Pax World Global Environmental Markets Fund. Mr. Simm has been responsible for the management of the Fund since its inception in 2008. He is the Founder and Chief Executive of Impax Asset Management, the subadviser of the Pax World Global Environmental Markets Fund. He holds a first class honors degree in physics from Cambridge University and has a Masters of Public Administration from Harvard’s Kennedy School of Government.