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Calpine – Sustainable + Responsible Thematic Investing: Morgan Stanley

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HFA Staff
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Morgan Stanley analysts Jessica Alsford and Richard Felton introduce us to over 300 companies that are covered under seven sustainability themes and yet have the potential to generate attractive returns over the coming year.

In their August 7, 2014 report titled “S + R Thematic Investing” the analysts look at companies falling under the following seven (Sustainable + Responsible) themes:

  • climate change
  • water scarcity
  • waste management
  • food availability
  • health and wellness
  • improving lives, and
  • ageing population

Top 10 sustainability themed stocks in the US

“The nature of these teams is such that value creation may emerge over the medium to long-term,” say the analysts. “However we also recognize that ideally investors may also want to generate a positive return over a shorter term horizon – we therefore...

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