Climate-Friendly Mutual Fund You work for the California International Group (CIG), an investment company. Your boss has asked you to look into the company offering customers a new kind of mutual fund. 1 The fund will be a US fund (focusing on US companies in the S&P 500 index) but its selling point is that it will only contain “Climate Leaders” – companies that perform well in terms of impact on climate change. You recall that this is quite similar to a Bren School Group Project in 2006-7, Climate Fund (or full report ). Your boss wants your assessment of how the fund might be structured and whether it will be attractive to investors. Data sources: Carbon Disclosure Project (CDP) report on US stocks . Historic returns on specific US stocks in G D P Implicit Price Deflator (inflation measure) To do what your boss has asked you to do, you need to identify the companies that do well from a climate perspective and might do well if climate changes or regulations tighten up. You would want to
This is the end of the preview. Sign up
access the rest of the document.