Email not displaying correctly? View it in your browser.

The Horinko Group: Investing in Water - The Rationale Beyond the Talking Points
The Horinko Group: Webcast The Horinko Group: Webcast

Overview

The webcast reviews the current state of water investing and the fundamental investment drivers going forward. Mr. Hoffmann examines the widely stated rationale for investing in water, the frameworks that have developed to accommodate water investment strategies, and the inherent disconnects that have emerged. Mr. Hoffmann's discussion of water market drivers goes beyond the traditional talking points associated with a 'thematic' investment and presents a renewed case for strategically investing in water.


Having designed water sector indexes utilized by the leading water ETFs, Mr. Hoffmann is uniquely qualified to present a strategy to outperform the benchmarks. His rationale is based on emerging water factors as diverse as flow-based regulations, technological convergence, water business rationalization, institutional transformation, and water resource sustainability, among others. This integrated approach leads to the identification of opportunities in specific water subsectors and markets where growth is positioned to accelerate.

Key Insights Shared

Water is a sector with extremely positive long-term investment fundamentals, but there is a disconnect between the thematic rationale that guides current water investment strategies and the actual dynamics catalyzing the global water business.

The fundamental market drivers extend beyond a traditional supply and demand analysis to include institutional factors associated with the changing socioeconomic status of water and the strategic importance of water industry rationalization.

At this juncture, water investment strategies should target specific water business activities rather than broadly defined asset class considerations.

The framework for an enhanced investment approach is presented based on optimizing exposure to the strategic factors that will shape the economics of the global water business.

Featured Presenter

Steve Hoffmann is the Founder and Managing Director of WaterTech Capital LLC, an investment and advisory firm focused exclusively on the global water business. He also serves as Senior Advisor, Water Sector Sustainability and Investment for The Horinko Group.


Mr. Hoffmann was one of the earliest financiers to recognize the potential of water as an investment strategy and has experienced the transformation of the water business over his thirty years of academic, professional, and investment activity. As co-founder and Managing Director of Palisades Water Index Associates, he pioneered the development of the first water indexes to be tracked by Exchange Traded Funds.

Steve Hoffmann

Target Audience

The webcast is intended for investors who view water as an important portfolio component, but seek a more comprehensive socioeconomic rationale for allocating funds to the sector. The discussion is of importance to fund/asset managers, wealth advisors, ESG/Impact investors, university endowments, pensions, foundations, private equity groups, and water industry participants.

The Horinko Group's Market-Based Resource Solutions division seeks to promote an understanding of how economic processes, including markets, can be utilized to facilitate solutions to complex water resource sustainability issues.

The Horinko Group
2300 N Street NW Suite 2130, Washington, DC 20037
PH: 202-955-6202 / FX: 202-955-6207

Join The Horinko Group network, and Stay Connected.

Note: With the purchase of this on-demand webcast, the viewer has one week (seven days) of unlimited access to watch the webcast