Why Sustainable Forestry Beats Traditional Timber Models on Risk and Returns

Dec 30, 2025
1h 5m

Episode Description

Forestry is often treated as just timber production. But in this 2-in-1 compilation about sustainable forestry, you’ll hear a different way of thinking. One that looks beyond timber to carbon, biodiversity, water, and resilience.

I revisit key moments from two earlier episodes that look at sustainable forestry as a serious investment strategy and a practical example of nature-based investing. They show how forests can deliver competitive returns, hedge inflation, and reduce portfolio risk while addressing climate and biodiversity pressures.

In one conversation, Bettina von Hagen talks about how better forest management can make forests more valuable over time. In the other, Charlotte Kaiser explains why climate and biodiversity loss are now showing up as real risks for investors.

Together, they show how decisions made on the ground connect with institutional capital in the real world. You’ll hear:

  • How sustainable forestry creates value beyond timber production
  • Why forests function as an inflation hedge and portfolio stabilizer
  • How climate-smart forestry improves resilience without sacrificing returns
  • How carbon markets and conservation expand financial optionality
  • How biodiversity, carbon, and community outcomes are measured

If you want solid information before deciding whether forests belong in a portfolio, this episode is a good place to start.

Featured guests:

  • Bettina von Hagen, Managing Director & CEO at EFM Investments & Advisory
  • Charlotte Kaiser, Head of Impact Finance at BTG Pactual’s Timberland Investment Group (TIG)

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