ESG FINANCIAL VALUE CREATION MetRICS
Mainstream institutional investors, senior executives and boards struggle to discern whether a company's ESG (environmental, social and governance) strategy increases, decreases or has minimal impact on financial performance.
To solve this problem we developed ESG Financial Value Creation Metrics.
ESG Financial Value Creation Metrics measure the impact of a company's ESG strategy on drivers of the company's cash flow.
The three-step methodology to produce them blends private equity investment decision-making practices with ESG and corporate sustainability expertise.
See "The Missing Metrics that Matter Most to Investors -- How Companies Can Develop ESG Value Creation Metrics" by Diana Glassman, Matthew Potoski and Patrick Callery in The Journal of Environmental Investing (September 22, 2017), volume 8, no. 1.
Read more on ESG Financial Value Creation metrics in "The Future of Investing is Responsible".
The Water-Energy Nexus
After diving deep into horizontal drilling and fracing economics for a private-equity owned energy technology client at the start of the shale revolution, we translated the jargon that we had to unpeel into a simpler lexicon to help business, finance and policy leaders frame emerging but poorly understood investment opportunities and risk.
Author: “The Water-Energy Nexus: Adding Water to the Energy Agenda”, published by The World Policy Institute. See full policy paper | See slides from launch event at Bloomberg Headquarters
“The Water Energy Nexus”, at New America. Watch video
Shell: Long-term strategy scenario planning roundtable.
“Hydraulic Fracturing: Business and Finance Perspectives”, at Yale.
Contributor: “Guidelines for Integrating Alternative Jet Fuel into the Airport Setting”, published by the National Academy of Sciences (Transportation Research Board, Airport Cooperative Research Program).
Contributor: “Assessing Opportunities for Alternative Fuel Distribution Programs”, published by the National Academy of Sciences (Transportation Research Board, Airport Cooperative Research Program).
millennial Employee and Customer Engagement
After an innovation award winning effort that engaged 26,000 mostly millennial employees by creating a profit-enhancing outlet that satisfied their higher social consciousness relative to other age cohorts (and changed company-wide culture), we wrote the guidebook showing others how to do the same:
Author: “Environmental Employee Engagement Roadmap:™ How to Build a Streamlined Program that Quickly Delivers Business and Environmental Results”. See full Engagement Roadmap™ | See slides from pre-launch
Byline: “How to Launch A Successful Employee Engagement Program™”, HR.BLR.Com. See article
Byline: “Engage Employees When Launching a Workplace Environmental Program”, Entrepreneur.com. See article
Webinar: “Challenges and Opportunities: Environmental Employee Engagement”, Boston College Center for Corporate Citizenship webinar. See slides
Thought Sparker Presenter: “How To Inspire Employees, Make Money and Help the World”, at the World Economic Forum Young Global Leaders NYC Future of Capitalism Summit.
“Financial Innovation”, at Sommet Mondial des Régions pour le Climat (Paris).
“Innovating for Impact -- R&D and Sustainability Investment in Innovation: Wall Street Perspectives”, at The Conference Board.
Lecture: “Introduction to Cash and P&L's for Sustainability Professionals”, at The Bren School of Environmental Science and Management.
Lecture: “Strategy Planning: A Practitioner’s View on How to Pull It All Together”, Bard MBA in Sustainability interactive webinar.
Pre-Launch Presentation: “Chief Sustainability Officer 2.0™”, at The Conference Board.
Launch Presentation: “Chief Sustainability Officer 2.0™”, at The Environmental, Health, Safety and Sustainability Roundtable.
Lecture: “Chief Sustainability Officer 2.0™”, at the University of California at Santa Barbara Bren School of Environmental Science and Management. See slides
Panel Discussion: To Partner or Not to Partner? Weighing the Risks and Opportunities of Collaboration. See video
4th Street Forum @Turner Hall, PBS. Watch video
“The Energy Water Nexus”. Watch video
“From Zero to Impact: Behind the Scenes of an Innovative Employee Engagement Program”. Listen to interview
“How TD Bank Measures Employee Engagement on Sustainability”. Read interview
“Banking on the Environment”. Read interview
Guest lectures include Yale, Columbia, NYU, UCSB Bren School and Bard.
Chief Sustainability Officer 2.0™ See lecture
Introduction to Cash and P&L’s for Sustainability Professionals See lecture
Strategy Planning: A Practitioners Perspective See lecture
Awards and Recognition
Innovation of the Year Award, for Environmental Employee Engagement, presented by Charities at Work.
Green Leaf Award, for bank with assets >$10 billion, presented by BankNews.
New York Stock Exchange Closing Bell Ceremony honoring Corporate Responsibility Magazine’s CEO of the Year. Watch video
Boards and Advisory Boards
World Policy Institute Board and Advisory Board
Yale Climate & Energy Institute Advisory Board
Canada Shale Gas Thought Leader Forum Advisory Board
The Economist, Forbes, The Guardian, The Washington Post, Daily Deal, Sustainable Brands, GreenBiz, multiple local journals, trade journals, etc.