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Climate transition: From satellite to core equity

Investor commitment to climate transition strategies remains strong, even in the face of evolving policy frameworks and market volatility. As these strategies move from being satellite considerations to central elements of portfolio construction, investors are increasingly embedding these approaches within core equity allocations, using more advanced forward-looking analytical tools.


Auteurs

    Pension & Insurance Solutions specialist
    Portfolio Manager
    Climate & Biodiversity Strategist

Our new white paper details the practical steps required to reposition climate transition equity strategies at the heart of portfolio design, or in other words, move it from a satellite allocation to a core portfolio. This is illustrated through the construction of a carefully designed model portfolio that closely reflects real-world investment practices.

A defining strength of this investment solution is its forward-looking approach: rather than simply reducing financed emissions by excluding high-emitting sectors, it actively finances reduced emissions by investing in companies with credible, actionable plans to lower emissions and drive real-world decarbonization.

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