Is There a Long Runway to Climate Disclosure?

Clean Tech, ESG, Sustainability, Decarbonization, Energy Transition, Impact Investing, etc. descriptors have all seemed to blur, and Sophie helps us tie this all together with her definition of ‘Sustainable Investing’ and how she buckets efforts into 7 climate-related industry sectors (spoiler alert: a further deep dive with 80 sub-sectors is coming shortly!). We then discuss the newly proposed SEC rules to standardize and enhance climate-related disclosures for investors, how she thinks these potential SEC climate disclosure rules will be adopted in practice given how far behind most industrial corporations are in their digital transformation journeys, and we wrap up with a deals and dollars venture investment (and exit liquidity!) outlook on the trends she is seeing where Climate Tech is intersecting with industrials sectors.