Really appreciate this perspective. You’re spot on—the maturation we’re seeing now is about moving from narrative ESG to structures that actually perform and can be audited. NEIF is a great example of how catalytic capital becomes far more powerful when outcomes like energy deployment and carbon reduction are baked directly into the security design. It does feel overdue, but encouraging to see the sector finally converging on impact that’s measurable, not just marketable.
Really appreciate this perspective. You’re spot on—the maturation we’re seeing now is about moving from narrative ESG to structures that actually perform and can be audited. NEIF is a great example of how catalytic capital becomes far more powerful when outcomes like energy deployment and carbon reduction are baked directly into the security design. It does feel overdue, but encouraging to see the sector finally converging on impact that’s measurable, not just marketable.