ETF Partners – We are optimists.
ETF Partners do not think humanity is managing the resources of the world in a sustainable way. Around us we do see many challenges, we hear the rising concerns. We do not think it possible in practise to sacrifice short term prosperity for longer term sustainability. So why are we optimistic?
ETF Partners answer is: innovation.
We are driven by the desire to demonstrate that technological innovation offers compelling answers to one of the most pressing problems of the world – achieving sustainable prosperity. So, we invest in innovative companies that we think can change the world. We bring the smart money – because investing in innovation requires patience, focus and expertise.
We are independent, we are known for our integrity, experience, thought leadership and ability to spot impactful innovation. Above all, our team has that rare situational experience gained with high-growth technology companies across Europe, Israel, Asia and Silicon Valley.
As you might imagine, these companies aren’t always easy to find. By viewing the challenge of sustainability through the prism of innovation, we spot investment opportunities and sustainability applications that others miss. We look particularly at opportunities to enable Smart Industry, Smart Cities and Smart Energy. There are numerous examples of innovative companies we have invested in that operate in each, and sometimes all of these areas.
It’s what we call sustainability through innovation.
We are driven by the desire to demonstrate that technological innovation offers compelling answers to one of the most pressing problems of the world achieving sustainable prosperity.
The sustainable significance of an innovation does not need to be obvious to be huge. Often our companies are innovation enablers that work behind the scenes. Nevertheless, we believe that a ‘smart world’ is the prerequisite for a sustainable world. This is the essence of ‘Sustainability through Innovation’.
The metrics that investors typically use to evaluate (and help improve) environmental impact often don’t make much sense to us.
It is not that they are wrong. It is that they are relevant for established large companies, trying to reduce their existing environmental footprints. We invest in exciting young growth companies whose products and services have the potential to make a huge difference. We evaluate potential, and then help make it happen.
So, our methodology is to evaluate potential.
Investing in innovation always involves a leap of faith. Potential impact is more important to us than ease of measurement. In fact, our impact measurements are fully orientated towards the potential future impact of a company. When we evaluate the impact of our companies or potential investments, we look for additionality, scale and durability. We look for impact goals that align with ETF’s impact mission as well the world’s most pressing issues – primarily as outlined in the United Nations Sustainable Development Goals, known as the “SDG’s”. We are looking for potential that is off the charts. So, from our perspective, the state of the art remains, for now, very much an art. It is what we call ‘Sustainability through Innovation’.
Click here to learn more about the UN SDGS