- Sustainable finance is a major growth industry.
There's fundamentally a wall of money being raised,
trillions of dollars to invest in climate;
and also more generally in ESG integration.
The reason being is that the climate transition
is essentially an industrial revolution.
So we'll see the tectonic plates really move in terms
of profit pools,
in terms of sources of competitive advantage,
and that is what investors are trying to exploit.
The role of the CFO will be very important
in navigating the climate transition for a company.
We've already seen this, for instance,
in oil and gas companies, that face questions such as
how much do I keep investing in oil and gas?
How much do I invest in renewables?
How much do I give back to shareholders?
Very key CFO questions.
Obviously also reporting and investor communication is key.
And then, obviously really being able to communicate
at the same time
what is the implications for my equity story,
but also my impact thesis for investing that money?
The climate transitions will throw up a lot
of value creation opportunities and risks for companies.
We've obviously seen that in the EV industry.
We're seeing that in the renewables industry.
we will see that in many more industries;
tech will play a big part, by the way.
It is vital that the companies bring their investors
along the journey when they decarbonize
and when they invest to take advantage
of these opportunities.
They need a very clear equity story
and a very clear impact thesis
that they can communicate clearly, with data,
to their existing investors,
and potentially new investors that they want to bring in.
There's going to be new winners.
There's going to be losers.
This is a huge investment opportunity.