Thomas Schumann has been working in the water risk space for 10 years and, for him “water net zero is just as important as carbon”. However, he feels it is generally “undervalued, underappreciated, ignored” by investors.
“It hasn't to date been properly promoted as a responsible and impact investment case. There needs to be more attractive and performing responsible investing products out there, more transformative investment opportunities.”
The manager of Thomas Schumann Capital’s call to action is not unfounded. Every year since 2012 water has appeared in the top five risks in the World Economic Forum’s Global Risks Report. Within the next decade demand is expected to exceed supply by 56%.
For investors, this will - if not already - have significant financially material impacts across their portfolios. For instance, water stress could lead to corporations facing supply chain disruptions and increased operating costs. The links between w…