CalSTRS CIO Ailman Sees ESG as Investment Opportunity

The video discusses the impact of climate change on ESG investing, highlighting the transition from a hydrocarbon-based economy to renewable energy sources. It emphasizes the need for a smooth transition and explores investment opportunities in clean energy, such as solar and wind power. The discussion also touches on the risks and opportunities associated with this transition, using examples like California's policy on internal combustion cars and the role of companies like Tesla and Volkswagen in the EV market.

What factors should investors consider when evaluating the stability of renewable energy assets?

Discuss the potential risks and rewards associated with investing in offshore wind farms.