Yasmin Dahya Bilger, Head of ETFs, Eli Horton, Portfolio Manager, Active ETFs and Yusuf George, Managing Director, Active Ownership at Engine No. 1 discuss how investors can make an impact and create long-term value with active ownership.
WEBCAST – Engine No. 1: Investment Opportunities in a Reindustrializing World.
The energy, food, and transportation industries and the supply chain structure that supports them are systems transitioning to new models. Driving these transitions is the demand around the world for new solutions to the challenges of relocalizing jobs, food and energy security, and climate change.
In our view, the best way to address a problem is to confront it directly. Through proxy voting and constructive engagement, investors can help Engine No. 1 drive the largest companies in America to own these transitions and create value for the long term.
Join Yasmin Dahya Bilger, Eli Horton, and Yusuf George from Engine No. 1 to learn why these transformation themes should matter to you and your clients.
Engine No. 1 believes:
- Epic transitions will drive tremendous shifts in value—the transition to a net zero emissions economy will require between $4-5 trillion of new investment each year. That represents an enormous opportunity for those willing to drive change rather than just react to it.
- Constructive engagement is necessary to drive tangible results—divestment is not the answer to solving the world’s largest problems. Fewer than 200 companies account for over 80% of corporate industrial greenhouse gas emissions. There is no path to decarbonization at scale that doesn’t go directly through those companies, and engaging with them is how they change.
- Leadership across these themes will drive tangible value to businesses over the long term through higher margins, increased market share, and better supply chain management, creating meaningful opportunity for investors who can navigate these changes.