World Water Congress 2015 Edinburgh Scotland
3. Management of water resources
Author(s): Philippe Rohner
Philippe Rohner, CChem., PhD., MBA
Senior Investment Manager
Sector & Theme Funds team
PICTET
Oral: PDFAbstract
Content
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Thematic strategies within Pictet Asset Management
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Water – when perception meets reality
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Water – the resource managment challenge
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Ceres’s investor handbook for water risk integration
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Towers Watson’s long-term themes & thematic framework
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Raymond James’s segmentation
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Frost & Sullivan’s analysis
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Trends creating opportunities for private sector…
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Megatrends
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A freshwater stewardship framework
Summary
Why we work with Megatrends
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Provides a secular framework to monitor our investment themes which is decoupled from shorterterm (cyclical) and other market factors.
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The “top down” secular growth view provides a contextual framework for our “bottom-up” fundamental investment approach.
Key outcomes
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Addressing water issues in a sustainable way requires a deeper understanding of both its Environmental, Social and Economic dimension and their inter-dependence.
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Concepts that aimed at increasing awareness are not necessarily suited for designing the intended optimum resource allocation outcome.
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Constructing sustainable freshwater allocation mechanisms increasingly needs to consider not only quantity, but also incorporate the required quality dimension.