Remove Divestment Remove Information Remove Stranded Assets
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Options Still Open for Fossil Fuel Engagement

Chris Hall

This backsliding has increased polarisation between investors, with some choosing to divest and others – in recognition of their responsibility as universal owners – doubling down on engagement with the sector. It is a tool for evaluating risk in the portfolio and help us make informed decisions.”

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Investors Still in the Dark on Climate Risks to Firms’ Finances

Chris Hall

Investors continue to suffer from poor-quality climate-related information in company reports and other statements, particularly from firms with the highest CO2 emissions. Only eight, or 6%, received ‘partial’ scores by providing all the information required by the CAAA methodology for at least one of the seven metrics used to assess them.

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Carbon Metrics Key to Investors’ Net Zero Path

Chris Hall

Reasons are manifold but include better risk management, earlier identification of stranded assets, and the realisation that Paris Agreement goals are in jeopardy. The results affect divestments in our portfolio.” Climate-intensive companies tend to be highlighted by this metric and yield the best and worst scores.

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ESG Narratives Needed as well as Numbers

Chris Hall

First was the ‘cry for help’, described as “the desire for basic information and support because they know they do not understand ESG”. The next, called ‘scene setting’, involved “numbers-orientated fact-gathering: often closed questions that force a yes / no answer, or require a number, or a label”. A long way to go”.

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All Systems go for Net Zero

Chris Hall

Dr Tom Gosling, Executive Fellow at London Business School, has argued that some asset managers are effectively pulling their punches on net zero, holding off on implementing their collective and individual commitments, awaiting stronger policy direction from politicians. Lee suggests not. “In

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The “Ripple Effect” of Universal Ownership

Chris Hall

We have a clear dialogue with a company before they are blacklisted but will continue to engage because we want to be able to invest in them again.” Stranded assets AP7 is a member of the Paris Aligned Asset Owners Initiative, a global group of 56 asset owners with over US$3.3

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Investors Search for Answers

Chris Hall

Hard to ignore Demand for more information is coming from many stakeholders and is getting harder to ignore. They realise they need to make that information available as without it we won’t be able to make investment or lending decisions.” Nature is at the base of every supply chain.