In this 30-minute video, three Impax experts share their insights into the fundamental drivers accelerating a transition to clean energy and discuss the important role for technologies that can store and transform electricity generated by renewables. They also outline what they believe it will take for clean electricity to emerge as the backbone of a cheaper and more efficient energy system.

For CE credit from the CFP Board, please watch the video and read this whitepaper. Once completed, you can take the quiz from Asset TV here.


Nothing presented herein is intended to constitute investment advice and no investment decision should be made solely based on this information.  Nothing presented should be construed as a recommendation to purchase or sell a particular type of security or follow any investment technique or strategy.  Information presented herein reflects Impax Asset Management’s views at a particular time.  Such views are subject to change at any point and Impax Asset Management shall not be obligated to provide any notice.  Any forward-looking statements or forecasts are based on assumptions and actual results are expected to vary.  While Impax Asset Management has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability or completeness of third-party information presented herein.  No guarantee of investment performance is being provided and no inference to the contrary should be made.

The transition will not be televised – Part 1

By Charlie Donovan – 31st October 2022

Charlie Donovan, Senior Economic Advisor, sets out Impax’s views on the prospects for clean power in the US as solar and wind are poised to play fast-growing roles in electricity generation

The transition will not be televised – Part 2

By Charlie Donovan, Julie Gorte, Ph.D. – 20th April 2023

In the latest instalment of this series, we discuss the prospects for emerging technologies that can store and transform clean electricity

Charlie Donovan

Senior Economic Advisor

Charlie Donovan is Senior Economic Advisor at Impax Asset Management and Professor of Practice in the Department of Finance and Business Economics at the University of Washington. Charlie’s role at Impax deepens the firm’s expertise in understanding the opportunities arising from a global energy transition. He contributes to Impax’s thought leadership initiatives and provides insights on North American policy developments to Impax’s clients and investment teams. He is a member of the Impax Sustainability Centre.

Before joining lmpax in 2022, Charlie was previously Professor of Practice at Imperial College London and Founding Executive Director of lmperial’s Centre for Climate Finance and Investment. In his corporate career, Charlie was Head of Structuring and Valuation for Global Power at BP plc and part of the team that launched BP Alternative Energy in 2005 with an $8 billion funding commitment. He began his career as an Energy Policy Analyst at the US Environmental Protection Agency during the Clinton Administration.

Charlie is co-author and editor of Renewable Energy Finance: Powering the Future, now in its second edition. He holds a BA from the University of Washington, an MBA from Vanderbilt University, and gained a DBA (Doctor of Business Administration) in finance from IE Business School.

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Julie Gorte, Ph.D.

Senior Vice President for Sustainable Investing

Julie is a leading figure in Impax Asset Management’s sustainable investing work, coordinating systemic engagement and the financial implications of integrating sustainability into investment decision-making. Julie researches the connections between sustainability and economic performance. She also tracks and develops insights into the impact of public policy on investment and communicates with public policymakers to help make public policy more favourable to sustainability and sustainable investing. Julie is a member of our Gender Analytics team and the Impax Sustainability Centre.

Prior to joining the firm, Julie headed up the social investment strategy at Calvert. She has held senior roles at the Congressional Office of Technology Assessment, The Wilderness Society, and the Environmental Protection Agency.

Julie serves on the boards of the Endangered Species Coalition, E4theFuture, Clean Production Action, the Forum for Sustainable and Responsible Investment (US SIF) and is the board chair of the Sustainable Investments Institute. She holds a Ph.D. and a master’s degree in resource economics from Michigan State University and has a bachelor’s degree in forest management from Northern Arizona University.

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Carsten Johansen

Head of Private Equity/Infrastructure Transaction Team

Carsten uses his investment and corporate finance experience to lead the origination and negotiation of new deals for Impax Investment Management.

Prior to joining Impax in 2019, Carsten spent more than 15 years at GE Energy Financial Services, entering its graduate programme in 2000 and becoming an Executive Director with responsibility for originating, executing and managing investments across the energy sector. He then spent a year at Global Water Development Partners, established by Blackstone, before returning to GE to oversee energy investments in Latin America and the EMEA region.

He has a masters in Accounting and Finance from The London School of Economics, a bachelor’s degree in Business Economics and International Business from London Metropolitan University, and a bachelor’s degree in International Business from Copenhagen Business School.

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