Latest Reports

Smart Climate 1000 Index Validation Report - May 2017

An independent review, evaluation and report on the Smart Climate 1000 indices created under the Smart Climate label generated by Entelligent. The indices evaluated here are benchmarked against the Russell 1000.

Smart Climate 500 Index Validation Report March 2017

An independent review, evaluation and report on the Smart Climate 500 indices created under the Smart Climate label generated by Entelligent. The indices evaluated here are benchmarked against the SPDR SP 500 ETF.

Entelligent's Smart Climate™ Portfolio Optimizer

The Smart Climate Portfolio Optimizer (the “Optimizer”) is a new and exciting tool for investors and portfolio managers (users). This big data solution provides information and actionable knowledge using our proprietary value driven analytics, which are designed to help users hedge risks due to socio-economic and policy shocks, customize client-based ESG strategies, and provide financial forecasts in one package.

Xcel Energy

XEL

Competition is historically a foreign concept to the regulated U.S. electric utility. Yet faced with both opportunities and threats from a range of environmental, political and market factors, the electric utilities sector must evolve to retain shareholder value and remain competitive in this rapidly changing marketplace. In the midst of the technological revolution, every utility and energy investor needs to reevaluate their position.

Investment Applications of a Changing Climate

Recent data and research clearly show that investors should expect a global sea level rise of at least 14 cm by 2030 with continued increases for the remainder of the century, regardless of any international mitigation efforts. This is because much of the observed and projected rise is based on greenhouse gas emissions and warming that has already occurred.

Is it lights out for oil or is its recovery a flash in the pan?

Most commentators see the precipitous fall in oil prices since 2014, and the recent recovery off of historical lows, as driven by geo-political factors. Indeed, the rise of U.S. shale oil production, competition between OPEC producers, and even new drilling technologies have changed the landscape and diversified the players.

Paris: the New Business Case

Leveraging the world’s leading research, entelligent.insights appraises various segments of the global energy industry and provides insight into how certain factors — including changes in climate goals and policies, energy use, and fuel and technology mix — will impact investors.

Business-as-usual: China, Greece and energy prices

In this issue, we evaluate some of the factors and implications for what is commonly referred to as “business-as-usual” — the scenario derived from industry expectations absent any unforeseen change (such as a global recession, environmental accidents, a population boom, etc.) that might permanently shift the energy landscape or economic conditions.