Investors have to be part of the solution, not part of the problem
A recognition that we are testing the planet’s ecological boundaries has set the stage for a historic re-orientating of the world’s economic growth model towards a more sustainable path. While its genesis may have been in environmental concerns, it is fast evolving into a more holistic approach to sustainable development that incorporates social and governance factors typified by the development of the Sustainable Development Goals set out by the UN in 2015.
Sustainability lies at the heart of successful long-term investing. As investors, our approach to sustainability must reflect the changes going on in the world in a way that makes us part of the solution, rather than part of the problem. Our research examines the most pressing sustainability issues at hand, Climate Change and the Energy Transition. Considering the landscape for asset owners and investors, the potential investment opportunities and investment risks are perhaps as plentiful as the challenges we face. However, the time to act is in short supply.
What can history teach us about energy transition?
The rise of renewable energy
The future of transportation
Deirdre Cooper & Niall Hartnett
Impact and implications for asset owners
Therese Niklasson & Tom Nelson
Investment frameworks for decarbonisation
Tom Nelson, Deirdre Cooper & Graeme Baker