We interviewed Michele Demers, CEO and Founder of Boundless.
M.D: Sure, we are a market intelligence and impact analytics firm that provides quantitative and evidence-based research and data for investors, companies, and funds. Driven by the latest research by independent industry and academic experts, Boundless Impact Research & Analytics offers analysis, market trends, and evidence of best practices in a growing number of emerging sectors that address significant environmental and health challenges. Our research into emerging technologies, impact assessment of companies, and thought leadership provide investors with the latest and most relevant information to drive their investment decisions.
M.D: We developed a Climate Impact Assessment tool, which relies on a highly respected and proven method called Life Cycle Analysis, that provides meaningful insights into a company’s environmental outcomes. We work closely together with industry experts to quantify the environmental impact of companies and we compare their impact to competing technologies, providing valuable insights for both the company and the investor. Our methodology is unique in how we correlated the outcomes of our assessments to gauging a company’s commercial viability.
M.D: Most impact measurement methods fail to fully examine factors like the carbon intensity of manufacturing processes and products. They either exclude these elements entirely or include overly simplistic measures of carbon footprint. A science-based approach offers answers to questions that influence investment decisions. Integrating the fields of climate science and mainstream finance into the analysis process creates a bridge between them and more clearly calculates and explains the most meaningful and relevant information.
M.D: Our subscribing members are private impact and clean tech investors who are committed to advancing the adoption of emerging technologies that are solving big environmental and resource challenges. They are venture, growth-stage and early stage public company investors including family offices, venture funds, private equity funds, hedge funds, wealth advisors, clean tech funds and governments.
M.D: As carbon pricing is refined in Europe and enters the US national market (it is already being employed in the states of New York and California), investors are going to understand a lot more clearly that genuine carbon accounting and environmental reporting is urgent to their bottom-line and portfolio performance. I am certain that we are moving toward a world where stranded assets like unused oil reserves and petrochemical assets will be seen as the liabilities on a company’s balance sheet. In many cases they already are.
M.D: Certain kinds where the impact can be clearly and easily quantified yes. It’s harder to measure the ‘S’ in ESG and this will take several more years to figure out. But there are clear and quantifiable ways to measure the environmental and/or GHG footprint of a company, and this information and analysis will make cleantech investing more mainstream.
M.D: Boundless and the Solar Impulse Foundation are very aligned in their goals to advance the world’s most efficient and promising climate solutions. We have the methods for rapid Life Cycle Assessment that SIF can use to vet and label companies more quickly and SIF has the brand recognition and network to make sure these solutions can scale and succeed.