Orum: 80% of climate decarbonization falls between divestment and venture solutions
Bill Orem · William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301) · Mar 13, 2023 · at 17:27
Bill Orum, Partner at Capricorn Investment Group, discusses asset allocation frameworks for economy-wide decarbonization across traditional industries.
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“So divestment and climate solutions, in my view, deal with the two pillars, but about 80% are going to fall somewhere in between. How do you decarbonize a heavy industry? How do you decarbonize buildings and the built environment? Obviously transportation. And so you need to really activate the entirety of the balance sheet to deal with the global economy, not just what I would call divestment and solely climate solutions, although those are really big parts of it.”
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