07 Feb 2023
The Portfolio Construction and Strategy (PCS) Team discuss what net zero means for portfolio allocation, offer a hands-on guide to tackling the decarbonisation challenge and delve into four key investment themes to be considered.
Key takeaways:
Achieving net zero in just three decades is an enormous challenge, but also a big opportunity. With carbon emissions forming such a significant part of climate change mitigation, many investors are naturally looking at their portfolios to examine how much they are exposed to carbon risk and how they can actively lower carbon emissions in the future.
The trend towards net zero will be integral to investment outcomes in the years ahead. In addition to the opportunities presented by more generalist sustainable funds and strategies, the PCS Team’s analysis and client conversations have identified four important investment areas for consideration where they believe the demand for climate change solutions will lead to opportunities to create value while helping to curtail emissions.
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