“There are very few times that I see a topic and I think, this is unbelievable. It’s a hugely investible idea, great returns, and [almost] no one is focused on it. No one is putting the narrative together, no one is putting the story together.” ~Aniket Shah, Managing Director at Jefferies
Climate adaptation involves many sectors, such as construction, industrial, energy, insurance, water, and many others. Yet, for advisors trained in modern portfolio theory, each sector is often seen within its own separate box. So, how do you take a fund that is multi-classed, or multi-sized, and position that in your portfolio, or even talk about it?
Jeff recently sat down at the NYSE with Aniket Shah, Managing Director at Jefferies, for an in-depth conversation about climate adaptation and resilience, the research that Jefferies has been doing for the past several years, and why Aniket feels that adaptation and resilience are very investible themes at this time:
Aniket sees heat stress as the number one issue to focus on, and also notes that the current political tailwinds are very supportive of climate adaptation at this time, so why not invest behind them? Would you like to learn more about how we do this? Please feel free to reach out any time:
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