Leadership Changes - Julie R. Smith has been appointed as the new Chief Executive Officer of Metiri Group, effective immediately, after serving as interim CEO since October 2024 [1][2] - Smith takes over from Cabot Earle, who now serves as the Founder & Chief Strategy Officer, focusing on the company's M&A strategy [1][2] Executive Team Composition - The executive team is now complete with Ronald Markle as Chief Financial Officer and Sally Cummins as Chief Commercial Officer, positioning the company for growth and innovation [2] Strategic Vision - Smith aims to guide Metiri Group through a critical phase of growth and strategic transformation, focusing on uniting the expertise of its legacy laboratory brands and enhancing collaboration with clients [2][3] - The company is set to drive strong organic and M&A growth while defining a compelling client experience that transcends typical transactional interactions in the industry [4] Client-Centered Approach - Smith emphasizes the importance of being a trusted partner for clients, providing data and insights to help them protect communities and comply with regulations [3][4] - The focus will be on fostering trust and delivering high-quality experiences throughout the customer journey [3] Leadership Experience - Smith brings decades of leadership experience from nationally recognized organizations, which will contribute to building a thriving culture and enhancing client engagement [4][5] Company Overview - Metiri Group is a nationally recognized environmental testing laboratory specializing in air, water, and soil analysis, with expertise in areas such as PFAS and wastewater treatment [7]

Group 1 - Eversource Energy (NYSE: ES) is projected to experience a 2% increase in electricity generation in 2025 and a 1% increase in 2026, indicating a positive outlook for the company [1] - The average electricity consumption is expected to increase, which may benefit Eversource Energy's operations and revenue [1] Group 2 - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex problems to uncover overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1] - Articles on Seeking Alpha highlight emerging technologies, sustainable investing, and the intersection of innovation and finance, reflecting a commitment to driving positive change [1]

Investment Rating - The report maintains a bullish outlook on stocks related to Reliability of Power/Water/Energy, Efficiency of Energy/Resources/Land, and solutions for Aging Populations/labor strains [1][15][38] Core Insights - Sustainable funds with broader APAC regional mandates have outperformed non-ESG peers for six consecutive quarters, while those with individual country mandates have struggled [1][35] - Performance is deemed more critical than policy for the growth of Sustainable Investing's AUM penetration, with a focus on quality and governance [1][13] - The report highlights a notable increase in AUM penetration for ANZ-focused Sustainable funds, reaching 4.8% by 1Q25, up 23 basis points year-over-year [12] APAC Fund Performance and Flows - APAC-focused Sustainable equity AUM remained flat at US$212 billion, with minor outflows of -US$0.9 billion in 1Q25, primarily from Japan and Emerging Markets-focused funds [9][19] - Passive Sustainable strategies now represent 52% of total APAC-focused Sustainable AUM, attracting US$1.0 billion of inflows in 1Q25 [9][19] - Sustainable funds in the top two quintiles based on 3-year risk-adjusted returns saw cumulative inflows of +US$6.0 billion in 2024, contrasting with -US$16 billion outflows in the bottom cohort [10][12] Stock Ideas - New entrants into the E&S Leaders screen include companies like JYP Entertainment, Kweichow Moutai, and Tata Consultancy, all rated as Buy by Goldman Sachs [6][7] - Thematic stock in focus includes Harmonic Drive Systems, which aligns with Green Capex and Aging Populations Solutions themes [6] Sustainable Fund Trends - The report notes that the median performance of APAC-focused Sustainable funds was at the 45th percentile in 1Q25, indicating underperformance relative to peers [35][42] - Greater China-focused Sustainable funds have shown significant impact on median performance, comprising approximately 50% of the funds tracked [36][44] - The report emphasizes a less-is-more approach to Sustainable integration strategies, focusing on measurable metrics [38]

Group 1 - The article maintains a bullish rating on Archer Aviation Inc. (NYSE: ACHR) due to the achievement of FAA certifications, which are seen as significant barriers to commercialization [1] - The optimism surrounding the company is driven by its strategic approach and playbook, which focuses on technology, innovation, and sustainability [1] - The author emphasizes a unique investment analysis method called "First Principles," which breaks down complex problems into basic elements to identify overlooked investment opportunities [1] Group 2 - The author has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1] - The focus of the articles is on emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and learn from fellow investors [1]

I am rating Oscar Health, Inc. (NYSE: OSCR ) as a hold due to a proposed steep budget cut of $163 billion in the 2026 budget estimates. The Health and Human Services (HHS) cut is estimated to be $33.3 billion, an $18 billion cutFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling m ...

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Research Approach - The "First Principles" approach allows the company to uncover overlooked investment opportunities by simplifying complex financial and technological problems [1] - The company is committed to sharing insights with a wider audience and learning from fellow investors to drive positive change [1]

MSCI (MSCI) 2025 Conference May 07, 2025 05:45 AM ET Speaker0 Good morning, everybody. Thank you for joining us on day two of our conference. Again, I'm Manav Patnaik and Barclays is Business and Information Services analyst. We're really happy to kick off today with MSCI and as always, we have Ber Pettit who's the COO. So Ber, thank you again for being here. Speaker1 My pleasure. Hopefully, Speaker0 the layout and the the no shining lights is better this time around versus last But just to just to kick it ...

NEW YORK and ARLINGTON, Va., April 11, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) and Summit Ridge Energy, LLC (“Summit Ridge Energy” or “Summit Ridge”), one of the nation’s leading commercial solar companies, today announced that Apollo-managed funds (the “Apollo Funds”) have committed up to $400 million for a new joint venture partnership with Summit Ridge to jointly own and operate a portfolio of commercial solar assets across Illinois. Summit Ridge Energy is one of the largest owner-operators of commer ...

MONTICELLO, Miss., April 1, 2025 /PRNewswire/ -- Atlas-SSI Holdings, LLC ("Atlas-SSI" or the "Company"), a North American supplier of water management equipment for the protection of mission-critical assets and water ecosystems, announced its acquisition by the Sustainable Investing team at Goldman Sachs Alternatives. The transaction positions Atlas-SSI, previously a portfolio company of XPV Water Partners, to expand and meet increased demand in the water sector by upgrading aged infrastructure, enabling in ...

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach that breaks down complex problems to their basic elements [1] Group 1: Company Overview - First Principles Partners has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] - The company emphasizes emerging technologies and sustainable investing, highlighting the intersection of innovation and finance [1] Group 2: Analyst's Perspective - The analyst expresses a passion for sharing insights with a wider audience and learning from fellow investors, aiming to drive positive change and contribute to a more sustainable and innovative world [1]