Even under conservative assumptions, there are areas where turning down the heat need not involve a meaningful sacrifice to return. Moreover, if you believe companies taking steps to align their business models may benefit from sustainability tailwinds, the opportunity set looks vastly different.
In this latest blog, Fulcrum Asset Management uses the climate optimiser tools developed by ESG for Investors to illustrate an 'ESG butterfly effect', where very small changes in initial assumptions could make a big difference to the climate outlook of a portfolio.
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