Robeco logo

Disclaimer

The information contained in the website is solely intended for professional investors. Some funds shown on this website fall outside the scope of the Dutch Act on the Financial Supervision (Wet op het financieel toezicht) and therefore do not (need to) have a license from the Authority for the Financial Markets (AFM).

The funds shown on this website may not be available in your country. Please select your country website (top right corner) to view more information.

Neither information nor any opinion expressed on the website constitutes a solicitation, an offer or a recommendation to buy, sell or dispose of any investment, to engage in any other transaction or to provide any investment advice or service. An investment in a Robeco product should only be made after reading the related legal documents such as management regulations, prospectuses, annual and semi-annual reports, which can be all be obtained free of charge at this website and at the Robeco offices in each country where Robeco has a presence.

By clicking Proceed I confirm that I am a professional investor and that I have read, understood and accept the terms of use for this website.

Decline

21-08-2024 · Insight

Transition investing: Measuring credibility

The goal of net zero emissions is said to be the greatest commercial opportunity of our time. At Robeco, we believe the best way to capture alpha from this opportunity is through an all-sector approach. This can be done through diversified exposure to companies that are providing low-carbon technologies, and also to heavy emitters whose ambitious decarbonization plans mean they are leading the transition in their industry.

    Authors

  •  Farahnaz Pashaei Kamali  - Cluster Head - Energy & Utilities

    Farahnaz Pashaei Kamali

    Cluster Head - Energy & Utilities

  • Giacomo Melegati - SI Research Associate

    Giacomo Melegati

    SI Research Associate

  • Lucian Peppelenbos - Climate & Biodiversity Strategist

    Lucian Peppelenbos

    Climate & Biodiversity Strategist

But how do we know whether companies are living up to the promise of decarbonization? How do we determine the credibility of investments in the climate transition? And how do the differences in the progress toward net zero being made in emerging and developed markets play out?

In this white paper, we explain our approach to assessing company transition plans, including the repercussions on company capital and operating expenditure, and the implications for equity and bond investors.

Download the white paper here

loader

Keep up with the latest sustainable insights

Join our newsletter to explore the trends shaping SI.

How SI works