America’s net zero opportunity

With a massive, nationwide effort the United State
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Sustainability and the need for practicality over ideology

Sustainability and the need for practicality over ideology

Stephen Kotkin, Professor in History and International Affairs, Princeton University warned that the sustainability debate needs to become less ideological and more practical. He added that policy on a carbon price would do more to counter climate change than Biden’s huge infrastructure spend.

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The current path of sustainability is not sustainable

Will there be a sustainable politics of sustainability? Professor Stephen Kotkin examined the politics of sustainability and the importance of transparency, measurement and compliance so that greenwashing does not prevail.

Investors should invest – A framework for investing in clean energy and sustainability

This session looked at the opportunities for new investment, the risk/return trade-off and how investors should approach the opportunities.

Case study: decarbonisation in alternatives

This case study examined the approach by one of the world’s leading asset owners to incorporate sustainability, AP4. By implementing measures adapted to the asset class and style of investments, AP4’s team in alternative investments works to both reduce risks and capture opportunities related to the sustainability transformation.

Case study: The challenge of sustainability in real estate

This session examined investors’ role and outlines the importance of a common measurement framework.

Case study: The role of natural capital in decarbonising portfolios

This session examined the portfolio implications of transitioning to net zero with a specific focus on what benefit an allocation to natural capital can bring.

Portfolio alignment: How it influences decision making

This session looked at the unintended consequences of the portfolio alignment metric, and how investors can incorporate forward-looking views into their analysis and how it affects investment decisions.

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