Pehea ka lawelaweʻana o kaʻoihana Cleantech me kaʻoihana pili waiwai

ʻOʻA & A me ka Rafael Coven of the Cleantech Index

Ma hope o ka makahiki 2008,ʻo Rafael Coven ka hoa hana o ka Cleantech Group, LLC, nāna i mālama i ka Huikala Cleantech, kahi papahana o nāʻoihana loea ponoi honua e nānā ana i ka hana o nāʻoihanaʻenehana a hiki ke loaʻa ma ke Exchange Stock Exchange ma lalo o ka hōʻailona CTIUS .

He mea maikaʻi e nānā i hope i kaʻikeʻana o nā mea akamai i nāʻoihana ma kahi o 5-10 mau makahiki i hala.

ʻOiai kekahi mau hana hou e like me ka YieldCos i hana maikaʻi loa, ua like pū ka hana a lākou me nā paakikena o nā hiʻona waiwai e like me MLP i hōʻeuʻeu loa, no ka mea, ke emi nei ke kumu kūʻai o ka ikehu o ka honua.

ʻO ka Cleantech he laulā lōʻihi e komo ana i loko o nāʻoihana e like me ka ikehu, lawehana, mahiʻai, a me ka hana hou. ʻO nā lālā 76 o ka poʻe i hoʻopaʻaʻia ma ka papa helu Cleantech, he mauʻoihana iʻikeʻia e ke Kānāwai e ulu nei i "nā hopena i nā pilikia nui e pili ana i ka Honua e pili ana i nā kumuwaiwai, ka nohona, a me ka olakino o ka lehulehu."

Ua hoʻokumuʻia ka Index Cleantech i ka hoʻomakaʻana o ka makahiki 2006 a ma ka makahiki 2007 ua hoʻopukaʻia ka S & P 500 e 37.4 pakeneka. ʻElua mau kālā kālā i kālepaʻia (ETF) ma luna o ka Index Cleantech: PowerShares Cleantech Portfolio ETF (Amex: PZD) a me KSM Cleantech ETF (Bloomberg: KSMCLNT: IT) ma kaʻIseraʻela.

ʻO ka papa, aia i Baltimore, he 20 mau makahiki iʻikeʻia ma keʻano he mea mana, mea hoʻokele, a me ka mea kālepa ma waena o nāʻoihana kūkala. Loaʻa iā ia he MBA mai ke kulaʻo Universitywestern University o Kellogg. Ua kamaʻilio pū wau me ia i kēia manawa e pili ana i kaʻenehana'enekeneke a me keʻano e pili ana i nāʻoihana pili waiwai.

N.- Pehea ka nui o nā makuka'ōkoʻomaʻo a me ka wikiwiki o ka uluʻana.

Kauoha . "Aia i loko o ka haneli haneli haneli kālā ma keʻano o nā hua kūʻai i kūʻaiʻia akā ua paʻakikī ke anaʻana no ka mea e kamaʻilio pū ana hoʻiʻoe no nā huahana o nā kamupene i hoʻolahaʻoleʻia a hoʻolahaʻia paha e hiki ke hanaʻia e nā hui aupuni.

Akā he nui aʻano nui ka uluʻana. ʻOi aku i ka 20 pakeneka o ka makahiki ma kekahi mau lālā a he 50 a 100 paha o ka nui o nā mea'ē aʻe, e hilinaʻi ana i kēlā me kēia hui. "

No ke aha e paʻakikī loa ka hoʻohālikelikeʻana i kēiaʻoihana?

Kauoha . "ʻAʻohe hana hanaʻenehana hou. Hoʻokipaʻo Cleantech ma nāʻoihana a pau. Aia nāʻoihana kūikawā a me nā lawelawe. Hoʻokipaʻo ia i kahi mahiʻai, nā mea hou a he nui nāʻoihana ulaula ponoʻole iʻoi aku i ka ponoʻole, akā he hanaʻoihana akamai kūpono lākou. E nānā iā General Electric. ʻO ka hapa nui o kānaʻoihana he wai maʻemaʻe a me ka makani makani a me ka māmā pono. Akā,ʻaʻole lākou e hoʻomāʻona i kā lākou kūʻaiʻana i nā mea'eneka pono'ī e kūpono i kaʻoihana. "

He aha ka mea e hoʻonui ai i ka uluʻana?

Kauoha . "He nui ka piʻi. Ke hele nei mākou ma ke ala kūponoʻole no ke ola o kēia Honua, akā, ua loaʻa iā mākou 2.3 piliona kānaka e hele mai ana i ka Honua ma 2050. Pehea mākou e hānai ai a hōʻaʻahu ai iā lākou? Ke piʻi nei kā lākou kālā a makemake lākou e hoʻopau i nā kumuwaiwai hou aku e pili ana i nā waiwai a me nā lawelawe. ʻO kaʻu pahuhopu,ʻo ia ke hahai i ka hana. No laila,ʻo nā hui iʻoi loa ka nui o kā lākouʻoihana i kūlike me kēlā loli a mākou e makemake nei e hahai. "

Pehea i kaʻokoʻa o ka Index Cleantech a me nā kālā kālepa kūʻai āu i laikini ai likeʻole i nā kālā hoʻolālā hou?

Kauoha. "He'enekema kahi 30 a 50% o ka cleantech. Akā, aia ka wai, ka mahiʻai, nā mea hou, kaʻenehana kaʻahana, kaʻenehana hanahanaʻoihana a me nā kamaliʻi e hana i ka maikaʻi o ka nohona.

"ʻO ka nui o ia pūnaehu ikehu'ē aʻe he mau mea ponoʻole mākou e hoʻopā aku. He nui nā lāʻano kalapona. ʻAʻole mākou e pā i kēlā mea no ka mea mākou e manaʻo nei heʻoihana hoʻonani ia mai kahi manaʻo o ka 'āina, ke kālā, a me ka nohona kanaka. Hiki iā lākou ke mālama i nā kumukūʻai nui i loko o nā hui e hoʻolālā i nā pūnaewele. ʻAʻole mākou iʻike i kahi kamupene pūkola lāʻau e pili kokoke ana i ka liloʻana i mea waiwai. ʻAʻole mākou i hoʻokomo i nāʻenehana maʻemaʻe maʻamau no ka meaʻaʻole mākou iʻike i kēlā hana. "

Me kēia loiloi ulu a me nā ukupanee waiwai, he polokalamu pono kūmole e ulu ana?

Kauoha . "Loaʻa i kahi hua i kahi mahana i kēia lā.

Akāʻo ka hapa nui o nāʻoihana likeʻole,ʻaʻole i pili. Hiki paha i kahi kalo i kēia manawa i nā photovoltaics solar a ma kekahiʻanoʻano meaola. Akā, aia kekahi mau wahi o kaʻoihana iʻa a me nāʻoihana bionutrition i hoʻopiliʻoleʻia a ua hoʻomaka wale ka mahana o ka lā i ka hoʻohiwahiwa i nā kālā maoli. "

Loaʻa iāʻoe kahi papa kuhikuhi holomua, akā, peheaʻoe e kūpono ai i kahi pilina pili kālā e pili ana i ke kelepona?

Kauoha . "ʻAʻole mākou heʻoihana mālama kālā kūkaʻi. Akā, he kōkua nui mākou i ka hoʻokumuʻana i ka SRI. "

No ke ahaʻo ia?

Kauoha . "Inā i hana nā hui a pau i ka maikaʻi a me ka pilina pili,ʻaʻole lawa ia e hiki iā mākou ma ke ala e hiki ai ke hoʻomauʻia. ʻAʻole ia e pane i nā pilikia o 2.3 billion kānaka e hele mai ana i ka honua a me ka hoʻopauʻana i nā punawai. Ponoʻoe e loaʻa nā mea hana i kākoʻoʻia e kaʻenehana no ka hāʻawiʻana i nā pilikia. "

"ʻO ka hapanui o nāʻoihana mālama kālā e kauʻia ana ma luna o nā pale maikaʻiʻole e kāpae ana i nā hui i nā pū puhi a me nā polluters. Akā, hoʻopauʻoe i kahi kōpili iʻole e loaʻa ana i nā pūnaehana ikaika a loaʻa iāʻoe kahi kōpili i nele i nā poʻe liʻiliʻi a me nā midcap, ma kahiʻoihana loea. Ma ka pākuʻiʻana i ka helu melekinoʻole pono i kahi kōnaehana SRI, hiki iāʻoe ke hōʻike i ka'ikehuhu a me kaʻikeʻana i kaʻike hou a me ka midcap. "

I ka hopena, ua hāʻule kāu index a me ka māhele holoʻokoʻa i 2008, akā he aha keʻano i maʻalahi i kāu hana?

Kauoha . "Ua paʻi ka lā i ka makahiki i kēia makahiki -ʻano kiʻi photovoltaic nui. Akā, i ka lōʻihi o ka ikaika o kā mākou mauʻoihana i ka uluʻana i ka ulu - ulu i kā lākou kūʻaiʻana a me ka loaʻaʻana o ke kālā ma ka kūʻaiʻana i nā huahana hou - e kū'ē i ka uluʻana ma o ka kūʻaiʻana i nāʻoihana'ē aʻe a iʻole e hoʻonui ana i ka uku. "