Herculano presented the iClima’s research at the recent global climate summit in Glasgow known as COP, or Conference of the Parties. IClima quantifies the amount of carbon not released into the air when products such as electric vehicles or Zoom technology are used in place of carbon-creating products.
“We find companies that are part of the solution to climate change and that produce returns,” she said. “2022 is going to be the year of green growth, but brown value (returns on investments in carbon producing industries and companies). In 2023, that premise will be challenged” and brown value will begin to decline. “We want exposure relevant solutions to climate change.”
For instance, companies that are improving battery technology and energy storage, solar innovators, and electric vehicle charging stations fit that definition, she said. The innovative companies give investors an opportunity to monetize the climate change solutions.
“This is not a political discussion; it is an economic solution,” Herculano said.