24 May 2009

Risk/Reward

via DR:
The ECPI Global Blue Gold Equity Index is designed to give investors equity exposure to publicly traded firms active in water-related businesses (water treatment, infrastructure, distribution). It is these companies who will be best positioned to capture the opportunities arising from the challenges of declining water availability.
These companies had better have good lobbyists, since 90-plus percent of the world's water is controlled by governments.

GWI has a water index that's more transparent, i.e., you can see which companies are in it!

Bottom Line: These indices miss major components of activity in the "water space," but they give an idea of action in the more competitive aspects of water. (Turns out that most of this competition is OUTSIDE the US.)

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