Transition investing: Measuring credibility

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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.

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.

Important information

This information is for informational purposes only and should not be construed as an offer to sell or an invitation to buy any securities or products, nor as investment advice or recommendation. The contents of this document have not been reviewed by the Monetary Authority of Singapore (“MAS”). Robeco Singapore Private Limited holds a capital markets services license for fund management issued by the MAS and is subject to certain clientele restrictions under such license. An investment will involve a high degree of risk, and you should consider carefully whether an investment is suitable for you.