Climate changing for asset owners - Investec Asset Management (becoming Ninety One)

Investing positively in a decarbonising economy.

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With a duty to underlying savers and investors, asset owners must integrate carbon analysis and fully consider the impact of climate risk over the long-term, including both transition risk to a decarbonised future and the physical risk posed by climate change itself.

Pension schemes are in the front line: this is a vast problem of almost unprecedented complexity and solving it will require a comparative breadth of solutions. Increasingly governments and international bodies are including climate risk as part of the fiduciary duties for many types of asset owners. A step change in disclosure of climate-related risks is a key development.  The important part of the equation for asset owners to consider is which part of your portfolio will offset climate risk.

Investec Asset Management (becoming Ninety One) have constructed a proprietary universe for this purpose referred to as the Global Environment universe because it actively reduces carbon emissions and includes companies that benefit from the structural growth areas of a de-carbonising economy.

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