About | Mentor | Sebastian Vanderzeil

Sebastian Vanderzeil

Sebastian Vanderzeil is a Director and Investment Strategist at Strabo Rivers and a member of the Global Advisory Council of Cornerstone Capital Group.

PROFILE

Sebastian has global and long-term experience in scenario analysis, economic and financial modelling, portfolio risk analysis and investment analysis relating to climate, energy, water and technology.

Sebastian Vanderzeil is a Director and Investment Strategist at Strabo Rivers and member of the Global Advisory Council of Cornerstone Capital Group.

Sebastian has over a decade of experience in climate change, energy and water including roles as a policy developer, economist and investment adviser.

Previously, he was a Director and Global Thematic Analyst with Cornerstone Capital Group in New York conducting investment research, manager due diligence and client reporting. Sebastian’s research spanned a range of investment themes including climate change, energy, agriculture, automation and technology.

Prior to Cornerstone, Sebastian was an economic consultant with global technical services group AECOM, where he advised on the development and finance of major infrastructure across Asia and Australia including climate change risk assessments. He also developed climate change policy in the Queensland Government’s Office of Climate Change and was part of the formation and operation of Australia’s first government owned carbon broker, Ecofund Queensland.

Sebastian was a Dean’s Scholar and holds an MBA from New York University’s Stern School of Business, and has a Bachelor’s degree in natural resource economics from the University of Queensland.

RECENTLY REVIEWED BY SEBASTIAN VANDERZEIL

Genus Capital Management

Commercial Organisations
Genus Capital Management (Genus) is a Vancouver-based independent investment management firm, offering innovative investment solutions for institutions and families. Genus evaluates global investment markets systematically and continuously to identify hidden opportunities and better manage risk for their clients.
Organisation
1 research item

An industry infected: Animal agriculture in a post-COVID world

Farm Animal Investment Risk and Return (FAIRR)
In light of COVID-19, this report explores the growing concerns that the animal protein industry is vulnerable to fostering diseases, supply-chain bottlenecks, and food safety issues. FAIRR promotes the Coller FAIRR Protein Producer Index, a tool for investors to analyse how companies address animal welfare, and worker and food safety.
Research
3 June 2020

Banking on a low-carbon future II: A ranking of the 20 largest European banks’ responses to climate change

ShareAction
This report ranks the 20 largest European banks based on their response to climate change as of the 6th December 2019. The report highlights that while the European banking sector is making progress in reflecting climate-related risks, there is need for greater integration of these risks fully into strategies, processes, risk management tools and transparency.
Benchmark/series
30 April 2020

Time out: Why China's power companies should re-evaluate their coal capex plans

Asia Research & Engagement (ARE)
This report examines the trend of Chinese power companies’ increasing capital expenditure into coal power in China, and presents evidence of how it can be a financial risk for investors. It also provides recommendations for investors to engage with company management and apply greater scrutiny to company investments in coal fired power.
Research
15 November 2016

Looking beyond traditional gender lens investing approaches using Access Impact Framework in support of SDG 5: Gender equality

Cornerstone Capital Group
This report describes how Cornerstone Capital's Access Impact Framework enables investors to invest in opportunities to achieve gender equality and empowerment of girls, aligning with Sustainable Development Goal (SDG) 5.
Research
31 December 2019

Cornerstone Capital Group

Commercial Organisations
Capital Cornerstone Group is an investment advisor focused on developing and managing customised investment strategy specific to client's financial and values-based objectives. Clients are advised with strategies that allow the achievement of social and environmental targets without sacrificing financial performance.
Organisation
1 research item

In pursuit of deep impact and market-rate returns: KL Felicitas Foundation's journey

New Philanthropy Capital
The report is an update of NPC’s 2015 review of the KL Felicitas Foundation, Investing for impact: Practical tools, lessons, and results. It explores how the KL Felicitas Foundation’s impact investing portfolio balances social impact with financial return.
Case studies
30 April 2018

Valuing ESG: Doing good or sounding good?

This paper considers a framework for company valuation that incorporates social responsibility in order to evaluate whether or not ‘doing good’ creates value for environmental, social and governance (ESG) companies, and for investors. It considers factors such as growth, profitability, investment efficiency, and risk.
Research
20 March 2020

The Tobacco Report: How divesting from tobacco affected returns over 20 years

Genus Capital Management
This report discusses the investment performance of investment portfolios containing tobacco companies and those that excluded tobacco companies. The research concludes that there was no statistically different performance between portfolios that included and excluded tobacco companies over the last 20 years.
Research
28 February 2019

Supercharged: Challenges and opportunities in global battery storage markets

Deloitte Touche Tohmatsu Limited (Deloitte)
This reports analyses trends in the global battery storage market. It identifies key drivers as well as key constraints and identifies areas for policy makers to support its development.
Research
1 January 2018

Pensions in a changing climate

ShareAction
A critical review and gap analysis of the pension industry’s positioning in regard to the recommendations from the Task Force on Climate-related Disclosures. The review includes a rating index of the world’s 100 largest public pension funds with rankings linked to both their approach and engagement.
Research
30 November 2018

Sustainable signals: Growth and opportunity in asset management

Morgan Stanley
Morgan Stanley Institute for Sustainable Investing and Bloomberg L.P. report highlights how sustainable investing has transformed from a given fiduciary duty into a strategic business imperative in the financial markets. Asset managers in the U.S. perceive this shifting investment landscape as a new opportunity to create increasingly competitive returns and more productive portfolios in the coming years.
Research
19 February 2019

The Inevitable Policy Response: Preparing financial markets for climate-related policy/regulatory risks

Principles for Responsible Investment (PRI)
The Inevitable Policy Response (IPR) is a project to prepare investors for the investment risks associated with the most likely responses to climate change. The likely impacts of climate change and mechanisms in the Paris Agreement are likely to force substantial policy introduction in the near future with investment implications.
Research
31 December 2019

Analysis of ethics and investor behaviour and its impact on financial satisfaction of capital market investors

This research, through hypothesis testing, examines the impact of investors' ethical awareness and understanding on investor behaviour in capital markets and its link to increased financial satisfaction through that behaviour. As such, the reports challenges neo-classical economic theory by suggesting investors look beyond risk and return and develop investment portfolios in line with their ethics.
Research
31 January 2018

Stockholm Resilience Centre

Academic Institutions
Stockholm Resilience Centre (SRC), launched in 2007, is leading science centre seeking to address the complex challenges facing humanity. SRC is a joint initiative between Stockholm University and the Beijer Institute of Ecological Economics at The Royal Swedish Academy Sciences.
Organisation
1 research item

JUST Capital

Finance / Corporate Focused NGOs & Think Tanks
JUST Capital is an independent American non-profit that measures and ranks companies on issues such as fair pay, equal treatment of workers, contribution to strong communities, and commitment to a healthy planet. It tracks and engages with corporations on how they perform on issues that are important to the public.
Organisation
1 research item

RECENTLY PUBLISHED BY SEBASTIAN VANDERZEIL

Institutional investors and the behavioral barriers to taking action on climate change

ClimateWorks Foundation
The report examines why leading climate investors are rapidly outpacing their peers despite having access to the same information. As part of the report, investment professionals and key stakeholders were surveyed and interviewed, revealing cognitive biases to be an important barrier to taking action on climate change.
Research
28 October 2019

ClimateWorks Foundation

Issue Focused NGOs & Think Tanks
ClimateWorks Foundation is a US-based foundation that mobilises philanthropy to solve the climate crisis, and ensure a prosperous future. ClimateWorks Foundation seeks to unlock a low-carbon future by facilitating effective public policy, business innovation and public support.
Organisation
1 research item

Multi-asset investments: Managing sustainability from a total portfolio perspective

Schroders
Integrating environmental, social and governance (ESG) criteria into existing portfolios involves considerations beyond benchmark tracking and diversification such as budgets for governance and risk as well as portfolio impacts of different types of ESG implementation. The report explores ESG portfolio integration as well as outlining trade-offs in portfolio management.
Research
31 March 2019

Schroders

Commercial Organisations
Schroders manages over £500 billion in assets, providing products and services across equities, fixed income, multi-asset, private assets and alternatives. They also provide wealth management services. Schroders operates from 35 locations across Europe, the Americas, Asia, the Middle East and Africa.
Organisation
2 research items

Making a splash

Nature
Nature Climate Change and Nature Geoscience jointly present 'Water in a warming world', a collection of research highlighting many of the key issues in this important area of climate change research. This article highlights some of the research on the potential impacts of climate change on the world's water resources.
Research
27 November 2012

Nature

Scientific Bodies
Nature is a set of international journals publishing peer-reviewed research in all fields of science and technology. Nature also produces news articles, videos and podcast episodes relating to recent developments in these fields.
Organisation
1 research item