More and more companies, asset owners and investment managers are pledging to achieve net zero in the decades ahead. Director of Sustainable Investing Wendy Cromwell and Climate Transition Risk Analyst Julie Delongchamp recently led an interactive discussion about the net-zero commitment, considerations for asset owners and tools to align portfolios with the energy transition.
In this replay, we explore how our partnership combines Woodwell’s leading-edge science and Wellington’s investment expertise to understand how the physical effects of climate change are impacting particular sectors, regions and securities. We believe this leads to better-informed investment insights and differentiated opportunities.
As the world consumes more electricity from renewable energy sources, the global power grid will need to be modernised. While renewables like wind and solar have attracted much of the attention from investors looking to play the energy transition, electric networks utilities may offer more upside today.
We explain our decision to join the Net Zero Asset Managers initiative as a founding member. We also provide an update on our ESG engagement and proxy voting activity in the quarter.
In this three-minute video, we share the climate-exposure risk-analysis tool we have developed in partnership with Woodwell Climate Research Center. This software helps our investment teams track and assess physical climate risks facing capital-market assets around the world.
Our 2021 economic outlook describes the forces we believe will shape macro & market events, including significant geopolitical risks with strong 2021 growth likely.
Our director of sustainable investment discusses our partnership with Woodwell Climate Research Center and the tools we are developing to help investment teams and clients understand the economic impacts of climate change.
Green Deals aimed at delivering fiscal stimulus and addressing climate change are under discussion in the EU and US and could have far-reaching effects for companies in a number of sectors.
Misperceptions of the cumulative probability of climate-related events may be a big reason why markets have yet to appropriately reprice climate risks. We explain the math and share a new tool designed to help investors more accurately value securities exposed to climate change.
We believe that a fuller understanding of the implications of physical climate risks should better equip investment managers to anticipate corporate strategy and to effectively evaluate management decisions. In practice, this means combining climate data with fundamental research and engagement to build portfolios that should prove resilient and sustainable in the long run.