Energy
Energy poses particular conundrums for the sophisticated investor: it is an absolutely massive industry that is in dire need of reform, yet the opportunities for innovation are relatively restricted.
Click here for a presentation on Clean Energy.
Water
Unlike any other commodity, water has no substitute regardless of price. Huge efficiency gains in water distribution, treatment, use, and reuse must be made to address the growing imbalance between water supply and demand in both developed and developing economies.
Click here for a presentation on Water.
Case Studies : European Clean Technology
Recently, one of our institutional investor clients expressed an interest in European clean technology venture capital. They engaged us to research the marketplace and recommend an investment strategy based on their exposure parameters. Following our presentation of these materials, the institution requested our recommendation for the top fund. As a result, we performed formal due diligence on our pick.
The deliverables:
- Market Analysis: an evaluation of the trends, drivers, and risks concerning the sector
- Investment Landscape: a side-by-side comparison of all of the important players in this particular sector for this particular asset class
- Due Diligence Assignment: an exhaustive assessment of the top pick