Electric Revolution

How Will Climate Change and Electrification Impact Investing?
A roadmap for the electric revolution

With a federal government turn over to the Democratic party this year, hopes are high for a focused, comprehensive federal approach to tackling climate change, rather than the patchwork state approach of the past administration. President Biden has consistently highlighted the climate crisis as urgent, and the team of advisors he has assembled on the issue demonstrates his commitment. Concurrently, the European Union has focused its own economic plan on the theme of “building back better,” tying climate concerns to Covid recovery. In what will hopefully turn out to be ‘in the nick of time’, the world has seemingly increased earnest and serious efforts to combat climate change, with real commitments, policies, intention, and funding—and investors are ready.

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Climate the No.1 priority for 2021

Climate the No.1 priority for 2021

Climate is by far the number one sustainability priority for investors in 2021 according to a poll of asset owners from more than 32 countries which came together for the Top1000funds.com online Sustainability event in March.

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Principles of a climate-impact dashboard

The climate-impact dashboard is part of a 3-D investment framework that balances risk, return and impact. This includes total portfolio thinking, long-horizon investing, impact investment strategies, system-level engagement and strategic partnership between asset owners and asset managers. Here Tim Hodgson lays out eight guiding principles to help shape a climate-impact dashboard.

NBIM prepares to up voting transparency

The world’s largest sovereign wealth fund says that voting is one of the most important tools to safeguard the fund's assets. Ahead of the AGM season getting underway, NBIM - which is the largest single owner of global stock markets - plans to publish its voting decisions five days ahead of corporate meetings in a bid to increase transparency.

The sustainable year ahead

This session outlines the key priorities for investors in 2021 in terms of sustainable investing

A united front

This session looks at how sustainability policies under President Biden combined with the ongoing EU policies means 2021 marks a new frontier for the progression of sustainability.

The spirit of green

This session looks at the expected sustainability policies in 2021 and the important role of a price on carbon as part of that.

Diversity and inclusion case studies

This session looks at various asset owner case studies and how they are tackling diversity and inclusion, through their own organisational processes and practices, through manager due diligence and by aligning their investments with the SDGs.

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