I-Q & A kunye neRafael Coven ye-Cleantech Index
Kuyathakazelisa ukujonga emva kwindlela amaqondo oshishino aziva ngayo ngoku kwiminyaka eyi-5-10 edlulileyo.
Nangona ezinye izakhiwo ezakhiwa njenge-YieldCos zenze kakubi kakhulu, ukusebenza kwabo kufanisa ngokulinganayo nemigudu yemigangatho yamandla emveli njengama-MLP ayenzileyo, njengoko ihlabathi lijongene nendleko ephantsi.
I-Cleantech lixesha elibanzi elibandakanya inani lamashishini kuquka amandla, ezokuthutha, ezolimo kunye nokuvuselelwa kwakhona. Iikhampani ezingama-76 ezibhaliweyo kwi-Cleantech Index ziyimashishini ethi Coven ikholelwa ukuba ihlalutya "izisombululo kwiingxaki ezinkulu ezijongene noMhlaba ngokuphathelele izibonelelo, indawo nempilo yoluntu."
I-Index yeCleantech yasungulwa ekuqaleni kwawo-2006 kwaye ngowama-2007 yagqitha iS & P 500 ngamaphesenti angama-37.4. Iimali ezimbini ezithengiselana ngemali (ETFs) zisekelwe kwi-Cleantech Index: PowerShares Cleantech Portfolio ETF (Amex: PZD) kunye ne-KSM Cleantech ETF (iBloomberg: KSMCLNT: IT) kwaSirayeli.
Coven, oseBaltimore, uneminyaka engama-20 yamava njengomphathi, umtyalo-mali kunye nosomashishini phakathi kweenkampani ze-cleantech. Uphethe i-MBA evela kwiSikolo saseKellogg kwiNyuvesi yaseNyakatho-ntshona. Ndathetha naye ngoku kutshanje malunga necandelo le-cleantech kunye nendlela ehambelana ngayo notyalo-mali olujongene noluntu.
Umbuzo: Mkhulu kangakanani imakethe ye-cleantech kwaye ikhula ngokukhawuleza kangakanani.
Coven . "Kwimakhulu yezigidi zeedola ngokweemveliso ezithengisiwe kodwa ezinzima ukulinganisa kuba uthetha ngeemveliso zeenkampani ezingabambiswanga ngorhulumente okanye iimveliso ezingenziwa yimibutho karhulumente.
Kodwa likhulu kwaye izinga lokukhula liyingxaki. Ngaphezulu kwama-20 ekhulwini ngonyaka kumacandelo ambalwa kunye nama-50 okanye i-100 ekhulwini kwabanye, kuxhomekeke kwicandelo ngalinye. "
Kutheni kunzima kangaka ukulinganisa le shishini?
Coven . "Akukho mveliso ye-cleantech. Ukucoceka kunqumla kuwo onke amashishini. Kukho imveliso ye-cleantech kunye neenkonzo. Iyanqumla kulo lonke uphuhliso lwezolimo, izinto ezintsha kwaye kukho iinkampani ezininzi ezingabonakaliyo, kodwa zinezoqoqosho ezinkulu. Jonga kwiGenerali. Ipesenti ezilishumi zezoshishino zaso ngamanzi acocekileyo kunye namandla omoya kunye nokukhanyisa kwamandla. Kodwa abazenzi ngokwaneleyo ukuthengisa kwabo kwimveliso ye-cleantech ukuze bafanane noshishino. "
Yintoni eqhuba ukukhula kecandelo?
Coven . "Umendo ukhulu. Siseyindlela engapheliyo yobomi beli hlabathi, kodwa sinabantu abayizigidi ezi-2.3 eziza kule planethi ngo-2050. Siza kutya njani kwaye sigqoke? Imali yabo iyakhula kwaye ifuna ukudla ezinye izibonelelo ngokwemiqathango kunye neenkonzo. Injongo yam ukulandelela umendo. Ngoko ke iinkampani ezinenene enkulu yezoshishino zazo zihambelana naloo mkhuba sizame ukulandela. "
I-Index yeCleantech kunye nokutshintshiselana ngemali ukufumana ilayisenisi ihluke njani kwiimali zenye zamandla?
Coven. "Amandla angama-30 ukuya kuma-50 ekhulwini e-cleantech. Kodwa kukho namanzi, ezolimo, izinto ezintsha, iteknoloji yokuthutha, iteknoloji yokusebenza ngoshishino kunye neenkampani ezenza umgangatho wendalo.
"Uninzi lwale mali ekhethiweyo yamandla lubandakanya izinto esingenakuze sithinte. Zineenkampani ezininzi zokutya zetinol. Asisoze sithinte loo nto kuba sicinga ukuba yinto ebingenangqondo kumashishini angqongileyo, ezoqoqosho nezentlalo. Basenokubamba isitokisi esininzi kwiinkampani ezenza ii-fuel cells. Asizange sibone inkampani yefelesi yecolisi esondele ukuba ibe nenzuzo. Asinayo nayiphi na imali-mali kwi-teknoloji ecocekileyo yamalahle ngoba asizange sibone nawuphi na umsebenzi. "
Ngalo lonke lo kukhula kunye nomdla-mali, ngaba i-bubble cleantech ekhulayo?
Coven . "Kusenokuhlala kukho i-bubble kuyo yonke into eshushu namhlanje.
Kodwa ezininzi iinkalo ze-cleantech zithintwa. Kukho i-bubble okwangoku kwi-photovoltaics yelanga kunye neentlobo ezithile ze-biofuel. Kodwa kukho imimandla yolondolozo lwezilwanyana kunye nokutya okunokutya okungazange kuthinteke kwaye i-thermal thermal iqala ukutsala i-dollar yangempela. "
Ngokucacileyo unesicatshulwa esiqhubekayo, kodwa ungayifumana njani inxaxheba kwipotifoliyo enoxanduva loluntu?
Coven . "Asiyiyo imali ejongene notyalo-mali. Kodwa singumxhasi ogqwesileyo kwi-SRI. "
Kutheni kunjalo?
Coven . "Ukuba zonke iinkampani ziziphatha kakuhle kwaye zijongene noluntu, kuya kusengenako ukusifumana endleleni yokuzinza. Ngeke iphendule iingxaki zabantu abayizigidi ezi-2.3 eziza kumhlaba kunye nokuchithwa kwezibonelelo. Ngokuqinisekileyo kufuneka ube neeteknoloji eziqhutywe ngeteknoloji ukubonelela ngezisombululo. "
"Uninzi lwentlalo oluthatha uxanduva lusekelwe kwizikrini ezingenanto eziye zalahla iinkampani kwiibhamu kunye ne-polluters. Kodwa ugqiba ngeepotifoliyo ezingenayo ikhampani yamandla kwaye ufumana iphothifoliyo engenakho kwiinkampani ezincinci kunye neephakathi, ikakhulukazi kwicandelo lobuchwepheshe. Ngokufakela inkcazo ye-cleantech kwakhona kwi-portfolio ye-SRI, ufumana ukukhanya kwe-energy yakho kunye nokukhanya kwe-teknoloji yakho encinci kunye ne-middlecap. "
Ekugqibeleni, isicatshulwa sakho kunye nemarike yonke sele iphantsi ngo-2008, kodwa yintoni eyona nto ibinzima kwintsebenzo yakho?
Coven . "I-solar ithathe ukubetha kulo nyaka - i-photovoltaic yelanga ngokukodwa. Kodwa ekuhambeni kwexesha iinkampani zethu zomelele ekukhuleni kwezinto eziphilayo - ukwandisa ukuthengisa kunye nemali engenayo ngokuthengisa iimveliso ezininzi - ngokuchasene nokukhula ngokuthenga ezinye iinkampani okanye ukuphakamisa amanani. "