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"People who listen to this will probably say I'm crazy, but I think at some point, every fund in the world will have some allocation to environmentals.”
As a bond analyst with AIG Investments, David “Dusty” Granet was charged with hedging the insurer’s risks associated with the European carbon markets. He quickly became hooked with the asset class. His passion for geopolitical supply and demand, as well as the environmental attributes of these up-and-coming markets, inspired a new career path.
The shift in social and investor expectations towards climate action requires companies to confront and adopt measures to mitigate the impact of greenhouse gases to our planet. Investors in this space aim to use the potential of carbon and renewable energy to combat climate change, protect the environment, and direct capital to investment opportunities correlated with the most substantial impact. Green Trading Capital is at the forefront of investment firms identifying uncorrelated investment opportunities in the environment commodities space.
Started by Dusty, Green Trading Capital allocates capital across environmental markets, using an opportunistic, active portfolio management approach. The firm’s exposures include regulated carbon markets, renewable markets, and voluntary markets. Factors such as regulatory arbitrage, supply and demand, relative value, and liquidity play a large role with regards to investment decisions.
While discussing the opportunities in the nature-based offsets space, Dusty shared, “What is best has probably not been created yet. The frameworks are always changing. We're always getting better in this space, so we think the offset market is really still in its infantile stage.”
Prior to his role as Chief Investment Officer at Green Trading Capital, Dusty worked at BGC Partners / CantorFitzgerald, Evolution Markets, and AIG Investments.
Disclaimer: This podcast is not investment advice, and should not be relied upon as a basis for investment decisions. All content in this podcast reflects the opinions and views of the speakers. This podcast is for informational purposes only, without representation as to accuracy or completeness. The guest(s) on this episode had a client relationship with SEI at the time of recording.
Disclaimer: This podcast is not investment advice, and should not be relied upon as a basis for investment decisions. All content in this podcast reflects the opinions and views of the speakers. This podcast is for informational purposes only, without representation as to accuracy or completeness. The guest(s) on this episode did not have a client relationship with SEI at the time of recording.
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