Blog

INVESTING INSIGHTS
AT WILLIAM BLAIR

December 20, 2021 | Global Equity
Digitalization Driving Decarbonization

Portfolio Manager, Global Research Analyst

Alaina Anderson, CFA, partner, is a portfolio manager for the International Leaders and International Leaders ADR strategies, and a global research analyst covering real-estate, utilities, and engineering companies. Before joining William Blair in 2006, she was a senior analyst in the investments department of the MacArthur Foundation, where she provided research support for internally managed portfolios and was involved in investment manager due diligence, selection, and monitoring for the foundation’s U.S., non-U.S., and hedge-fund portfolios. Before joining the MacArthur Foundation, Alaina was an investor relations consultant with Ashton Partners and a financial advisor with UBS Painewebber. She is a fellow of Leadership Greater Chicago, a board member of the North Lawndale Employment Network, and a member of the CFA Institute and the CFA Society Chicago. Alaina received a B.S. from the Wharton School at the University of Pennsylvania and an M.B.A. from the University of Chicago’s Booth School of Business.

Global Research Analyst

Anil Daka, CFA, partner, is a global equity research analyst. He covers midcap industrial companies. Before joining the firm in 2011, Anil was an equity analyst at Morningstar, where he was responsible for equity research coverage in the global industrials sector. He is a member of the CFA Institute and the CFA Society Chicago. He received a B.Tech. in metallurgical engineering from the Indian Institute of Technology and an M.B.A. from the University of North Carolina.

Now On
Instagram

@WilliamBlairIM

This error message is only visible to WordPress admins
Error: No posts found. Make sure this account has posts available on instagram.com.

FOLLOW US

Print Friendly, PDF & Email

Everything around us is getting smarter—buildings, cars, cities. And environmental, social, and governance (ESG) factors are accelerating this trend.

Watch the video or read the recap below.

Decarbonization is topical these days, but digitalization is what is making this a reality. Everything around you is getting smarter—your buildings, your cars, your cities, your HVAC unit. And ESG factors are further accelerating this trend.

Power Grids

The costs associated with green technologies (or cost curves) have been declining rapidly as renewable power generators and developers have deployed significant amounts of capital. Even though solar and wind are at parity with or cheaper than incumbent fuel types like coal, we’re still expected to see nearly 50% cost declines for some green technologies through the year 2030.

Buildings

Putting sensors in a building and connecting those sensors to a central unit helps you understand the hot zones and the cool zones within that building and helps you manage the energy needs of that building more efficiently.

Electric Vehicles

In terms of cars, increasing the battery size improves the range of electric vehicles and going forward you won’t see cars that drive less than, call it 250 miles or so of range. And improving that range will remove the hindrance for greater adoption of electric vehicles.

Risks of a Greener Future

Decarbonization and the energy transition present significant societal benefits. There are also risks associated with this greener future. With more digitalization, power companies have to consider how to harden their infrastructure against cyber risks and cyberattacks. The biggest risk to the energy transition would be any slippage in global coordination or global commitment.

Learn More About Conservation Capitalism

Listen to podcast

Read blog post

Alaina Anderson, CFA, partner, is a portfolio manager and research analyst on William Blair’s Global Equity team. Anil Daka, CFA, is a global research analyst for William Blair Investment Management.

 

Portfolio Manager, Global Research Analyst

Alaina Anderson, CFA, partner, is a portfolio manager for the International Leaders and International Leaders ADR strategies, and a global research analyst covering real-estate, utilities, and engineering companies. Before joining William Blair in 2006, she was a senior analyst in the investments department of the MacArthur Foundation, where she provided research support for internally managed portfolios and was involved in investment manager due diligence, selection, and monitoring for the foundation’s U.S., non-U.S., and hedge-fund portfolios. Before joining the MacArthur Foundation, Alaina was an investor relations consultant with Ashton Partners and a financial advisor with UBS Painewebber. She is a fellow of Leadership Greater Chicago, a board member of the North Lawndale Employment Network, and a member of the CFA Institute and the CFA Society Chicago. Alaina received a B.S. from the Wharton School at the University of Pennsylvania and an M.B.A. from the University of Chicago’s Booth School of Business.

Global Research Analyst

Anil Daka, CFA, partner, is a global equity research analyst. He covers midcap industrial companies. Before joining the firm in 2011, Anil was an equity analyst at Morningstar, where he was responsible for equity research coverage in the global industrials sector. He is a member of the CFA Institute and the CFA Society Chicago. He received a B.Tech. in metallurgical engineering from the Indian Institute of Technology and an M.B.A. from the University of North Carolina.

Now On
Instagram

@WilliamBlairIM

This error message is only visible to WordPress admins
Error: No posts found. Make sure this account has posts available on instagram.com.

FOLLOW US

Related Posts

Subscribe to Our Blog

Gain insights on macro market events, the economy, and investing strategies.
Receive our latest blog posts in your inbox.

Left Menu Icon
 

Subscribe to Our Blog Now

Gain insights on macro market events, the economy, and investing strategies. Receive our latest blog posts in your Inbox with headlines like:

SIGN UP