Private credit will play a vital role in accelerating the transition to a low-carbon economy.According to Rob Horn, global head of the Blackstone Credit Sustainable Resources Group, this role is set to get a whole lot bigger. Horn believes that credit will eventually supply as much as 60 per cent of the estimated $100 trillion needed to decarbonise economies around the world providing for a particularly attractive investment opportunity for private credit. An opportunity to drive attractive risk-adjusted returns, while potentially improving societal outcomes. In this exclusive fireside chat with Fiona Reynolds, chief executive of Conexus Financial and former head of the UN-supported Principles for Responsible Investment, Horn outlines Blackstone’s view on energy transition as a key investment theme for the firm; its approach to sustainable finance; and what is needed to encourage more institutional investors into this rapidly evolving space.
Divesting from the oil sector has been a boon for La Caisse’s performance, as the Canadian pension giant says its energy investments have earned billions in value-add compared to the benchmark since the inception of its climate strategy. Head of sustainability Bertrand Millot unpacks the fund’s approach in an interview with Top1000funds.com.
Asset owners should allocate capital where it is productive, which implies knowing where value is created in the real world. Jaap van Dam contemplates what it means to be a long-horizon investor.
ESG factors impact company financial performance and drive long-term value – but inadequate data is no longer an excuse for incorporating ESG into investment decisions.
Now responsible for implementation of the Church of England’s Ethical Investment Advisory Group recommendations, Edward Mason has only just begun to push the church’s brand of responsible investment and increasingly bold ethical purpose.
Investors, including ABP and EAPF, outline how they are putting their money where their mouth is with clear action plans to de-carbonise their portfolios and push for policy action on climate.
The Fiduciary Investors Symposium at Cambridge University brought together 115 investors from 15 countries to discuss the challenges and opportunities of long-term investment.
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