The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Supported
Higher corporate ESG disclosure leads to greater rating agency dispersion
“His name is George Seraphim, and he actually just put out research that demonstrated the more a company discloses about ESG factors, the greater the dispersion in ratings from folks like MSCI and Sustainalytics.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 30:10 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Assertion Contradicted
HDPE piping is 44 times less carbon intensive than concrete
“The HGPE pipes are about 44 times less carbon intensive than concrete, just to put a fine point on it.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 32:52 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Assertion Supported
The hospitality industry spends $4B annually on energy
“If you take a step back, the hospitality industry spends roughly four billion dollars annually on energy. That's driven predominantly by lighting and HVAC systems, and energy For the average hotel, it costs about 2000 dollars per room.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 15:45 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Assertion Supported
Wyndham franchisee energy retrofits deliver one-to-two year paybacks
“We put together a package of LED lighting, motion sensor detectors, smart HVAC systems, where the paybacks, and they disclose their paybacks, by the way, in their corporate social responsibility report, but the paybacks are usually one to two years. Doing that…”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 16:04 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Assertion Supported
Traditional equity lost $200B while ESG saw $70B inflows last year
“There was two hundred billion in capital outflows from the traditional equity funds and about seventy billion of inflows into ESG and sustainability funds.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 29:28 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Assertion Supported
Majority of Impactive's investment team are women and minorities
“At Impactive, the majority of our investment team are women and minority, and we're unique like that, but there's a long runway of opportunity for the industry, broadly speaking, to make some change.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 44:53 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
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