Carbon reduction: Moving away from carbon footprint towards carbon footpath

Door november 20, 2019 09:59

Carbon reduction: Moving away from carbon footprint towards carbon footpath

As concerns surrounding climate change continue to intensify, equity investors increasingly need to understand how this could impact their investment portfolios. In addition to obvious financial concerns related to future fundamentals, the shift is being driven by policies and legislation, as well as climate data itself. On the legislative front, the most ambitious example is the Action Plan on Sustainable Finance in the EU, a series of sweeping rules, some of which are expected to come into effect as early as April 2020. This could include the establishment of labelling law for two new categories of regulated climate benchmarks that aim to reduce carbon by 30-50%, and mandatory ESG disclosure by benchmarks for every asset class to demonstrate alignment with carbon reduction. As for the data, in a recent research paper1 AXA Investment Managers’ climate experts explain that about 420 gigatonnes of the global carbon budget is left before hitting the 1.5⁰C warming threshold irreversibly. This represents only about eight years of annual emissions based on the level recorded for 2017 – 50 gigatonnes carbon dioxide equivalent (GtCO2e) according to specialised data from Carbon Delta. 

Door november 20, 2019 09:59



Learn why PM Mike Della Vedova says the diversification benefits of a global high yield portfolio may involve less risk than a more traditional, U.S.-focused high yield strategy.

Bob Homan of @INGnl_IO, keynote speaker at the @AlphaResearchNL conference #LowerforLonger last week: “Analysts are often too enthusiastic. They should lower their expectations.” #2020outlook

Our conference #UBPInvestmentOutlook had a full house in London last week! Our experts shared their 2020 outlook for the global economy and more specifically for the UK. Thank you all for coming!

Zal zijn laatste woorden aan mij nooit vergeten. Over woorden gesproken: toen ik Volcker de eerste keer ontmoette, was zijn eerste vraag:"Hoe is het met Andre Szász?" Ik had 15 minuten met hem. Het werd 1,5 uur! Er was een klik. RIP

De Asset Allocatie Awards komen er weer aan! Nominaties komen deze week, winnaars op 4 februari 2020... Hier een sfeer inpressie van vorig jaar ->

Load More...

Zoek op datum

november 2019
« okt   dec »