Explore the Thinking behind our investment approach

Jeff recently led a panel for the Equities.com online event, Investment Strategies Under a Trump Administration, titled “Transition vs. Addition Economy: How A.I. Changes Our View of Energy.” The purpose of the panel was to address the dichotomy of a theme that we have been focused on for a while and that is at the heart of many of our investment strategies: how to balance the world’s increasing need for additional energy with the simultaneous effort to transition to more renewable and sustainable sources. We believe that numerous investment opportunities are emerging as the world’s energy needs, in part fueled by the growth of A.I., increase and the future of energy continues to evolve. The panel largely focused on three themes: water, nuclear, and grid infrastructure, and Jeff was joined by Marc Robert, CEO of Water Asset Management (water), John Ciampaglia, CEO of Sprott Asset Management (nuclear), and Ron Pernick, Managing Director of Clean Edge, Inc. (grid), all of whom are managers that we allocate to across various investment models: Watch Online Replay If you would like to learn more about our climate focused UMAs, SMAs, Mutual Fund Models, and research service options for your financial practice, please feel free to contact us any time. We also wanted to take a moment to wish everyone a very Happy Holiday Season and New Year! May 2025 be filled with health, happiness, and success! Warm Regards, Jeff Gitterman and the Gitterman Asset Management Team

Our emails about climate solutions focus mostly on aligning investment portfolios with mitigation and adaptation. However, integrating climate risks into holistic financial planning may offer opportunities for advisors to make even more meaningful long-term client impact. In the aftermath of recent extreme weather, rising homeowner insurance premiums, coverage reductions, and HOA fees are back in the headlines. Yet, clients with significant exposure to climate risks may not fully understand the potential consequences. Moreover, some may have a false sense of confidence regarding the contribution of their home’s value to their retirement. The good news: there are ways to assess, mitigate, and manage climate risks. In this piece, we outline how these risks are impacting housing and insurance markets and identify opportunities that could help you support affected clients.

In his most recent NYSE interview, Jeff suggests that those interested in sustainable investing will likely need to re-evaluate their approach on several fronts as policies begin to shift. As A.I. demand increases and data centers expand, we see water and grid infrastructure as essential areas of focus. And as extreme weather events become more frequent, we feel that climate adaptation and resilience themes will be more relevant than ever.

Leslie Norton, editorial director for sustainability at Morningstar, recently sat down with Jeff to discuss climate-focused portfolios and the potential implications of the recent election for climate and sustainable investing. Regardless of political affiliation and regardless of cause(s), it seems clear to us that the climate is rapidly changing. As we navigate these challenging times, we are continually looking for themes that we feel are not politically divisive and make sense in a world where floods, droughts, heat, fires, tornados, and hurricanes are becoming more frequent and intense: Read Full Morningstar Article

The world is witnessing a paradigm shift as climate risk is increasingly priced across asset classes. Hurricanes, typhoons, wildfires, and droughts are not just natural disasters; they are now financial events with tangible impacts on industries and economies. For investors, this dynamic presents both risks and unprecedented opportunities. As climate volatility becomes part of the “new normal,” savvy investors are positioning their portfolios to capitalize on assets aligned with real-time climate risk pricing.

On September 26th, during Climate Week NYC, we held our third annual Climate & Capital Conference at the New York Stock Exchange, in partnership with ICE, Accenture, and Fintech.TV. This year’s conference focused largely on carbon accounting, measurement, and pricing, as well as how we can further drive catalytic capital into the impact and climate space via public policy, private-public partnerships, philanthropy, and actionable strategies to mitigate risk and foster innovation. Two sessions were offered: Carbonomics 2024: A deep dive into carbonomics, where experts revealed how climate science and economics intersect to advance net zero and address our most pressing climate challenges. Climate & Capital 2024: Exploring strategies for asset managers taking action to assess and address climate risk with data, analytics and technology. Please enjoy a complimentary online replay of the event