Portfolio alignment is a hot topic and key area of focus for the TCFD review and COP26 private finance team. But what is it really telling us and how will it influence investment decisions? 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.[vc_quotes layout=”accordion” 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Research from Princeton University plots a Blueprint for how the US can achieve net zero emissions in the next decade showing the key is overcoming execution challenges including the infrastructure deployment and the mobilisation of capital and labour.
With a massive, nationwide effort the United States could reach net zero emissions of greenhouse gases by 2050 using existing technology and at costs aligned with historical spending on energy.
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.
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.
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.
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