Alpha-Centric ESG Research

Kyle Rudden

I am an ESG (Environmental, Social, Governance) analyst with an alpha-centric approach to ESG research. After all, ESG investing is, first and foremost, investing. "Alpha-centric" does not mean apathetic, however. Quite the contrary. I believe global sustainability – i.e., environmental stewardship, social equality, and economic prosperity – is imperative, and private-sector capital is its cornerstone. Private-sector capital still has fiduciary responsibilities. Profitability is necessary for sustained impact. The Triple Bottom Line. People, Planet, AND Profit.

More importantly, you. I value your investment in Smartkarma research, and commit to Insights worthy of your time and money. That means giving ASEAN ESG the attention it deserves, and with Insights that are substantive and differentiated; the intersection of material and under-covered. You can expect investigative research into emergent ESG issues; data-driven analyses of deals (pre-IPO ESG research, ESG-focused M&A consequence analyses, etc.); and trading-oriented ideas like ESG short selling and playing ESG index constituency changes.

I bring both ESG expertise and traditional investing experience, as well as some rather unique perspectives on ESG (a lesson in governance from Enron, anyone?). I spent the last decade exclusively on ESG, researching links to equity returns, credit ratings, cost of capital, and yield spreads. I also contributed to ESG reporting standards (SASB and GRI), and the MBA curriculum (Impact Investing) at the Kellogg School of Management. Previously, I was an Institutional Investor and Wall Street Journal All-Star sell-side analyst at J.P. Morgan.

Please, feel free to contact me about anything.

Alibaba Cloud’s Zero Dollars Valuation Look Realistic With The Suspension of The Cybersecurity Deal

Alibaba (BABA US) Investor Day Takeaways - The SEA Blue Sky

<ul>
<li>Alibaba's "Carbon Neutrality Plan" is highly ambitious, scientifically rigorous, and thoughtfully governed. In today's greenwashed world, Alibaba's plan sets a higher standard.</li>
<li>The decarbonisation plan is a silver lining on an otherwise dark Alibaba cloud – a silver <em>lining,</em> not a silver <em>bullet</em>. It wonn't fix Alibaba's problems, with one possible exception...</li>
<li>Alibaba's plan is so ambitious it could facilitate China's national net-zero targets. China seeing Alibaba as propaganda-gold or private-sector poster child is a possible catalyst. </li>
</ul>


Alibaba's "Carbon Neutrality Plan" is highly ambitious, scientifically rigorous, and thoughtfully governed. In today's greenwashed world, Alibaba's plan sets a higher standard.
The decarbonisation plan is a silver lining on an otherwise dark Alibaba cloud – a silver lining, not a silver bullet. It wonn't fix Alibaba's problems, with one possible exception...
Alibaba's plan is so ambitious it could facilitate China's national net-zero targets. China seeing Alibaba as propaganda-gold or private-sector poster child is a possible catalyst. 


Alibaba Group's New Carbon Neutrality Plan Is a Silver Lining, But Not a Silver Bullet

Alibaba Group Holding

Alibaba Group's New Carbon Neutrality Plan Is a Silver Lining, But Not a Silver Bullet