Our expertise
Some of the key tools and approaches used by the financial sector to address climate change have historically focused on “not doing” certain things, whether they be removing portfolio exposures through exclusion, or divesting, to name just a few.
While all these activities send a message, help create awareness and lead to acceptance, their real-world impact on decarbonization has limitations.
Our approach
Our society is dependent on carbon-intensive industries: materials, utilities, agriculture that must participate in the energy transition.
The market has had a tendency to overlook these industries, favoring already green sectors. As a result, these transitioning companies often trade at discounted valuations.
We see a potentially exciting investment opportunity unlocked by encouraging carbon intensive companies to accelerate their decarbonization efforts.
Latest insights
- Europe’s regulatory balancing act
- A climate-driven investment approach
- Unblocking the copper pipeline
- Taking action!
- Scaling SDG investing
- Harnessing climate data
- Infrastructure 2025 Outlook
- Comparative & competitive advantages
- Embodied carbon
- Data centers
- Informed, active and collaborative
- The messy route to net zero: Improv lessons from a jazz master
- Driving conversations and action on sustainability
- Nomadic survival
- Not all net-zero pathways are created equal
- Climate meets nature
- The training wheels come off
- Start with the farmer
- Green leases
- Built to last? Measuring and mitigating the physical risks of climate change
- David Craig: Nature presents a risk and a missed opportunity
- Quantifying carbon and climate risk
- The role of ESG regulation in private markets
- COP28 – Delivering in the desert
- Green premium
- Finding our voice: Active owners need to bring something to the table
- China and net zero: An existential sustainability issue
- Unlocking green shipping
- Reaching new heights
- Integrating ESG into factor index solutions
- Judson Berkey: We need to get the framing around climate and nature transition right
- Beyond renewables
- Engaging and delivering on ESG in Asia
- Reaping what we sow
- Panorama: The SI Edition Webinar
- Unleashing the power of sustainability integration
- Alpha & outcomes
- The future of stewardship
- Green spending and clean energy investment: Exploring the opportunities
- Putting a price on nature
- Benchmarking ESG
- Morals, markets and menus
- Securing a sustainable food supply
- Real estate forecasting and physical risk: A brief climate story
- Building resilience
- Reflections on natural capital
- Net zero pathway: decarbonizing highly pollutive industries
- ESG asset allocation and inflation
- Engagement in action
- At a tipping point
- Supercharging decarbonization with energy storage
- ۶Ƶ-AM wins Real Asset Manager of the Year
- Creating impact with SDG-focused engagement
- Ongoing impact of the energy transition economy
- The rise of sustainable investing
- Driving sustainable outcomes
- ESG: is a rebalancing needed?
- How has COVID-19 impacted ESG investing?
- Becoming better stewards