HERE COMES THE GREEN TRANSITION

Report on the Green Transition Scoreboard February 2011
February 17, 2011 (Ethical Markets)

"The Green Transition Scoreboard® (GTS) is a time-based, global tracking of the private financial system for all sectors investing in green markets. This update of the GTS has found investments totaling more than $2 trillion in the green economy since 2007…[M]any studies, computer models and reports indicate that investing $1 trillion annually until 2020 can…[accelerate] the Green Transition worldwide. The updated 2010 finding of over $2 trillion puts global investors and countries on track to reach $10 trillion in investments by 2020.

"…[I]nvestment funds need to shift away from more speculative sectors such as hedge funds and dark pools and away from investing in fossilized sectors to investing at least 10% of their portfolios directly in companies driving the global Green Transition. With the data in the GTS, security analysts can update their strategic asset allocation (SAA) models to highlight green markets…"

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"The Green Transition Scoreboard® tracks five sectors: Renewable Energy, Efficiency and Green Construction, Cleantech, Smart Grid and Corporate R&D. Renewable Energy includes private technology development, equipment manufacturing, project finance and M&A activity. Efficiency and Green Construction include new building construction and existing building retrofits. Cleantech is a broad sector and includes agriculture; air and environment; energy efficiency, infrastructure and storage; materials; recycling and waste; transportation; and water/wastewater. Smart Grid includes companies actually putting smart grids in place, building the infrastructure rather than designing the technology. Together, these first four sectors account for over $1.8 trillion in investments since 2007…

"…The Green Transition Scoreboard® is the only place to find aggregate corporate green research and development investments, specifically tracking R&D dollars for innovative technologies that reduce the use of natural resources and minimize environmental impacts…[S]ubsectors such as nuclear, biofuels and coal carbon sequestration have been purposefully omitted either because of controversy or lack of consensus that they will make a long-term contribution to sustainability."

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"Companies, organizations and the source of financial data included in the GTS are screened by rigorous social, environment and ethical auditing standards. Data sources include the highly respected Cleantech Group, LLC, and traditional reporting sources such as Bloomberg, Yahoo Finance and the NASDAQ OMX Green Economy Global Benchmark Index…The Green Transition Scoreboard® was created as a public service to help grow the green economy and reform market metrics and due diligence worldwide…[M]any developing countries where these technologies are of paramount importance lack the resources to compile this data…

"To provide this information as widely as possible, we are making the GTS available to those UN agencies spearheading the UN’s Green Economy Initiative…"