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Practical Applications

Practical Applications

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Practical Applications of Portfolio Construction and New Energy Infrastructure Investing

Christian Andersson, Christian Broberg, Kerim Kaskal and Martin Sonesson
Practical Applications DOI: https://doi.org/10.3905/pa.2022.pa496
Christian Andersson
is a managing partner at Worthwhile Capital Partners in Stockholm, Sweden
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Christian Broberg
is a partner at Worthwhile Capital Partners in Stockholm, Sweden
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Kerim Kaskal
is a partner at Worthwhile Capital Partners in Stockholm, Sweden
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Martin Sonesson
is an associate at Worthwhile Capital Partners in Stockholm, Sweden
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Abstract

In Portfolio Construction and New Energy Infrastructure Investing, from the Winter 2021 issue of The Journal of Impact and ESG Investing, authors Christian Andersson, Christian Broberg, Kerim Kaskal, and Martin Sonesson (all of Worthwhile Capital Partners) argue for diversifying away from traditional assets and into renewable-energy infrastructure. Historically high stock price-to-earnings ratios (P/Es) and low bond yields, plus increasing correlation between stock and bond performance, make it unlikely that traditional assets will provide the risk-adjusted returns life insurers and pension funds need to cover long-term liabilities.

The authors demonstrate that renewable energy generation is newly ready for investment at scale and has political tailwinds behind it. Wind and solar power have become so efficient that they operate at lower costs than coal-fired power plants, and governments worldwide are funding conversion of energy grids to renewable power. It is time to reallocate assets into renewable-energy infrastructure, but investors must carefully manage risks specific to this sector. This requires diversifying across three renewable-energy asset subclasses—generation, flexibility, and connectivity—whose revenue streams can vary and do not correlate with one another. By reallocating to a carefully constructed renewable-energy portfolio, institutional investors can diversify their holdings and improve risk-adjusted returns.

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Practical Applications
Vol. 9, Issue 2
31 Oct 2021
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Practical Applications of Portfolio Construction and New Energy Infrastructure Investing
Christian Andersson, Christian Broberg, Kerim Kaskal, Martin Sonesson
Practical Applications May 2022, DOI: 10.3905/pa.2022.pa496

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Practical Applications of Portfolio Construction and New Energy Infrastructure Investing
Christian Andersson, Christian Broberg, Kerim Kaskal, Martin Sonesson
Practical Applications May 2022, DOI: 10.3905/pa.2022.pa496
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  • Article
    • Abstract
    • Overview
    • Practical Applications
    • Key Definitions
    • Discussion
    • RENEWABLE ENERGY AND FINANCIAL MARKETS
    • DIVERSIFYING PORTFOLIOS WITH RENEWABLE ENERGY
    • PORTFOLIO CONSTRUCTON AND RISK MANAGEMENT
    • CONCLUSION
    • Christian Andersson
    • Christian Broberg
    • Kerim Kaskal
    • Martin Sonesson
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