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In this episode, Amanda Hsieh talks with Luke Oliver, Head of Climate Investments for KraneShares, a asset manager building innovative investment products that provide access to unique markets. In addition to curating the firm's climate, carbon, and impact strategies, Luke educates clients on asset class and client implementation strategies. He is a regular industry commentator on TV and in the press and is responsible for digestible climate research. Before joining KraneShares, Luke built and ran theUS XTrackers ETF business at DWS (formerly Deutsche Asset Management), where he pioneered currency hedging, onshore China, and ESG strategies – among the first to recognize the importance of value-aligned portfolios. This diverse experience has allowed Luke to identify the most powerful emerging trends in the investment landscape.

"Pricing carbon emissions and decarbonizing the global economy is the greatest challenge and opportunity we will ever be presented with. I have no doubt this will be our mission for the next 20 years, and it must not fail."

Luke is passionate about educating investors on these new market ESG-related investments. He speaks in a way that is clear to investors at all levels, from novice to experienced, providing clarified definitions for terms that may not be fully understood. Listen as Amanda and Luke discuss KraneShares’ three pillars of climate investing, the impact of government-regulated programs, and the different considerations for voluntary and compliance markets. Also, addressing the recent trend towards ESG backlash, they remind us that this is not about being 'woke' but anchored in a structurally bullish investment thesis that offers asset diversification.

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Episode Resource Links

Luke's article on investing in the carbon markets - The Biggest Short: Carbon Markets & the Energy Transition

Luke's Blog – Climate Market Now

The Three Pillars of Climate Investing & Driving Impact ft. Luke Oliver 21:36 Share

ESG Decoded Podcast

Shownotes Transcript

The Three Pillars of Climate Investing & Driving Impact ft. Luke Oliver