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  • Sustainable Investing

Thought Leadership in Real Asset Investing

Renewable Infrastructure Investing 1/1/23

CFA Institute Global ESG Disclosure Standards for Investment Products 6/2/22

CFA Institute Global ESG Disclosure Standards for Investment Products 6/2/22

There is a deep and varied opportunity set of attractive investment opportunities in the renewable and sustainable energy sector.  We are focused on investments that address the renewable and sustainable energy opportunity, including energy transition, to potentially capture value-creation and drive investment returns. While the energy transition is expected to unfold over several decades, there is a clear trend towards decarbonization at a global level. The push for decarbonization was originally driven by national and regional policies but continues to accelerate as renewable energy economics become increasingly favorable. Recent improvements in, and de-risking of, renewable energy generation and storage technologies have led to cost parity with traditional generation resources in many markets. The costs of renewable energy have continued to decline over the past decade with the global levelized cost of energy (LCOE) of utility-scale solar PV and on-shore wind falling 85% and 56% respectively between 2010 and 2020. (IRENA, Global Energy Transformation 2021) Additionally, battery technology has made significant progress over the same period, with costs declining approximately 90%. (IRENA, Global Energy Transformation 2021)  

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CFA Institute Global ESG Disclosure Standards for Investment Products 6/2/22

CFA Institute Global ESG Disclosure Standards for Investment Products 6/2/22

CFA Institute Global ESG Disclosure Standards for Investment Products 6/2/22

The Global ESG Disclosure Standards for Investment Products are the first global voluntary standards for disclosing how an investment product considers ESG issues in its objectives, investment strategy, and stewardship activities.

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Value Creation Through ESG Funds & Investments: India ESG Summit 4/28/22

CFA Institute Global ESG Disclosure Standards for Investment Products 6/2/22

CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating

Michael Underhill joins Buzz on Earth & CFA Society of India to discuss Value Creation through ESG F

There are challenges galore in the ESG investment space worldwide, even today.  While there are definitional discrepancies where many of the terms are used synonymously or interchangeably, there are also challenges to the traditional risk modelling practices.  ESG accounting practices requiring accurate quantification of the ESG indicators. is another area needing largescale improvements.  This panel, consisting of who’s who of the ESG Investment world, would help us cut through the modelling challenges and taxonomy complications and tell us about creating business value through the right funding & investment instruments 

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CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating

CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating

CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating

  If we are to collectively limit global warming to 1.5°, the next 30 years will herald an unprecedented global transformation of the real economy and investment markets. This transformation will result in an even stronger focus on ESG integration, climate risk management and stewardship, to both fulfill fiduciary responsibilities and to accelerate the transition to a low carbon economy.


Beyond the Biden Administration’s $1.2 trillion infrastructure bill, it is estimated that the world needs over $100 trillion in infrastructure investment through 2040. What does this mean for investors?

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Energy ESG: Investing in Our Future 10/2/21

CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating

ESG & Alts: Investing in Good Businesses Is Good Business 2/24/21

“This is the first order of business when capital providers start their screening process for companies with the concern around climate change and with the U.S. rejoining the Paris Agreement,” he said. Underhill said oil and gas companies must demonstrate that they are efficient in managing their use of energy. “The ability to use less energy and deploy it in a more efficient manner and reduce their carbon footprint is important,” he said. “There are 50 billion tons of greenhouse emissions contributing annually to climate change right now.” Energy producers and providers must also demonstrate that they are addressing social issues, including cybersecurity concerns such as the hack and ransomware of the Colonial Pipeline and the product quality and safety of wells and their employees, Underhill said.

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ESG & Alts: Investing in Good Businesses Is Good Business 2/24/21

CalPERS’ Project to Measure ESG in Private Equity Has 100 Organizations, $8 Trillion Participating

ESG & Alts: Investing in Good Businesses Is Good Business 2/24/21

Webinar regarding Environmental, Social, and Governance (ESG) and how these factors are becoming a business priority for alternatives fund managers; 36% of the $10.8tn in alternatives industry AUM is now managed by ESG-committed firms. Top experts share ESG latest trends. Gains insights into investment sourcing, screening and analyzing and how to effectively incorporate ESG Alts into your portfolio asset allocation.

Panelists: Christopher Merker, Director, Robert W. Baird & Co. & Michael Underhill, Chief Investment Officer/CEO Capital Innovations, LLC 

 (Webinar Replay Passcode: @pJ0Pai8)

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U.S. Is In An Early Cycle Recovery Phase 1/6/21

Climate Change Considerations in Real Estate. October 2020 Report

When it Comes to Real Estate Returns, HNWIs are Realists 1/3/21

Michael Underhill appearance on TD Ameritrade with Oliver Renick breaks down why the current macro backdrop has created the “perfect environment” for investors with an active management style and explains where he sees investors getting the best bang for their buck over the next 6 months: 

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When it Comes to Real Estate Returns, HNWIs are Realists 1/3/21

Climate Change Considerations in Real Estate. October 2020 Report

When it Comes to Real Estate Returns, HNWIs are Realists 1/3/21

Multifamily and industrial have become increasingly popular in light of disruption that has hit other areas of real estate, adds Michael D. Underhill, chief investment officer at Capital Innovations LLC in Pewaukee, Wis. “Physical distancing has directly changed the way people inhabit and interact with physical space, and the knock-on effects of the virus outbreak have made the demand for many types of space go down, perhaps for the first time in modern memory,” he says. In contrast, housing remains a necessity, and HNWIs also have discovered the positive impact e-commerce has had on industrial. Affordable housing in particular offers compelling investment and return opportunities because affordable housing in high-cost cities remains drastically undersupplied, notes Underhill. 

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Climate Change Considerations in Real Estate. October 2020 Report

Climate Change Considerations in Real Estate. October 2020 Report

Climate Change Considerations in Real Estate. October 2020 Report

ESG implementation in real estate strategies, throughout 2019, emerged as a new trend with LPs switching their focus towards impact & sustainable investments, which resulted in 2020 starting off with the largest investment volume for real estate impact investment strategies to date. But with the pandemic outbreak, tenants are increasingly concerned with the impact of buildings on their wellbeing, while investors are trying to minimize risk exposure to climate change related issues, such as fires, droughts and floods, through impact and socially responsible investments. 

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The Growing Allure of Data-Center REITs: Barron's

The Growing Allure of Data-Center REITs: Barron's

Climate Change Considerations in Real Estate. October 2020 Report

Barron's interview with Michael Underhill CIO of Capital Innovations regarding the growing allure of Data Center REIT investing.

Is Malthusian theory still relevant today?

Agriculture innovation key to feeding the world

Right now, we have 7.5 billion people on the planet. By the year 2050, we’re going to be approaching 10 billion people. To feed them all, we are going to have to radically and substantially increase our agriculture productivity and we need to do that through innovation. 


Our team focuses on the Three Pillars of the Agricultural Transition, Sustainability is about doing more with less.

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Nothing on this website should be deemed to be investment advice. The views and forecasts expressed in any materials on this website are as of the date indicated, are subject to change without notice, may not come to pass and do not represent a recommendation or offer of any particular security, strategy, or investment. Capital Innovations, LLC has no obligation to provide revised assessments in the event of changed circumstances. There can be no assurance that the strategies described will achieve their objectives and goals. Capital Innovations® is a registered trademark of Capital Innovations, LLC. All content is subject to our terms and conditions of use policy.


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