How to nature proof portfolios
Natural capital holds more risk and opportunity than climate change, but where do investors start? Top1000funds.com takes a deep dive exploring the investors that are making inroads to nature-proofing their portfolios.
A new approach to holding the major oil companies to account will see the West Yorkshire Pension Fund, together with a cohort of other UK and European pension funds, demand BP and Shell explain their business plans in a world of declining demand for fossil fuels.
Natural capital holds more risk and opportunity than climate change, but where do investors start? Top1000funds.com takes a deep dive exploring the investors that are making inroads to nature-proofing their portfolios.
The fundamentals that underpin timberland, and their strategic role on the path to net zero, will reward consistent investment in productive natural capital. Aleksi Ehtee, timberland team lead, Church Commissioners for England explains why forestry is a real opportunity for patient capital to tap into favourable long-term supply-demand dynamics.
Climate risk has certain features that stretch the imaginations and toolkits of investors, meaning a new framework that includes systems thinking is necessary to branch out from the narrow measurement and management of risk predicated on modern portfolio theory, says Roger Urwin.
US public funds should stop wasting time on thinly veiled political activism, ditch ESG conferences and repurpose most of their sustainability staff, says URS’ CIO John Skjervem. Instead they should invest in proven energy investments and move from either/or to both/and which allows fossil fuels to jostle alongside alt energy.
Five years after signing up to net zero, climate-conscious asset owners have a message for governments: act now, or put global prosperity at risk. As policymakers, investors and climate action advocates descend on NYC for Climate Week, chair of the Net-Zero Asset Owner Alliance, Günther Thallinger, reflects on the progress.
As growing geopolitical tension and government control has caused some investors to exit China, Norway's $78 billion pension fund KLP has stepped up engagement with Chinese mining companies at risk of breaching labour rights and responsible extraction.
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