Divestment, Net Zero and Stranded Assets

Decarbonising Investment Portfolios on the Journey to Net Zero

3BL Media

SEPTEMBER 29, 2023

Those organisations that have not considered reducing these emission sources could be misunderstanding the double materiality risks they carry: the risks to their business, like stranded assets or reputational risks, and their contribution to making the Earth uninhabitable. However, greater action is required to fully realise this.

Net Zero

Net Zero Divestment Banking Stranded Assets

All Systems go for Net Zero

Chris Hall

JANUARY 3, 2024

C, and investee companies are not yet facing full scrutiny of their net zero transition strategies, posing challenges for institutional investors committed to decarbonising their portfolios in line with the Paris Agreement. Others might set a target for some or all portfolio companies to be net zero aligned by 2030.

Net Zero

Net Zero Paris Agreement Stranded Assets Climate Change

Carbon Metrics Key to Investors’ Net Zero Path

Chris Hall

OCTOBER 22, 2024

This is according to a study by global asset manager Invesco and Sweden’s fourth national pension fund, AP4, who recently partnered up to explore the road to net zero for institutional investors. It now aims to further halve its emissions by 2030 compared to 2020 levels – with the long-term goal of achieving net zero by 2040. “We

Net Zero

Net Zero Paris Agreement Divestment Stranded Assets

Investors Face Direct Risk from Climate Litigation

Chris Hall

JANUARY 30, 2024

This could stem from campaigns which lobby for divestment from polluting companies or projects. “In our view, the risk to investors from ESG or climate litigation remains primarily indirect,” Mark Banks, Dispute Resolution Senior Associate at Baker McKenzie told ESG Investor.

Greenwashing

Greenwashing Stranded Assets Net Zero Banking

Options Still Open for Fossil Fuel Engagement

Chris Hall

MAY 22, 2024

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. There is value in engagement, provided it happens over a defined period and there are defined outcomes.

Divestment

Divestment Paris Agreement Stranded Assets Net Zero

ICYMI, an Ill Wind is Blowing From the East

Chris Hall

MARCH 4, 2022

By divesting its 20% stake in Rosneft, BP also disposed of around a third of its oil supplies. As divestment sceptics know, there’s a big difference between reducing portfolio and real-world CO2 emissions. But will the energy giants diversify from or double down on fossil fuels in response to inevitable write-offs on stranded assets?

Divestment

Divestment Stranded Assets Net Zero Climate Change

Engaging with the Real Economy is the Key to Paris Alignment

Chris Hall

APRIL 25, 2022

Speaking at the City Week financial services symposium in London, she echoed the views of the UN-convened Net Zero Asset Owner Alliance (NZAOA) that 1.5°C C alignment requires asset owners to engage with corporate value chains, policymakers and asset managers. . Collaborative mindset . C,” he said.

Net Zero

Net Zero Divestment Paris Agreement Stranded Assets

ICYMI, Governments and Regulators are Making the Running

Chris Hall

MAY 27, 2022

The private sector’s ability to accelerate the pace of net zero transition is open to question. Perhaps these outcomes should not be a surprise after BlackRock, the world’s largest asset manager, described many 2022 climate resolutions as “ prescriptive or constraining ”.

Net Zero

Net Zero Stranded Assets Paris Agreement Greenwashing

Investors Face Rising Direct Risk from Climate Litigation

Chris Hall

JANUARY 30, 2024

This could stem from campaigns which lobby for divestment from polluting companies or projects. “In our view, the risk to investors from ESG or climate litigation remains primarily indirect,” Mark Banks, Dispute Resolution Senior Associate at Baker McKenzie told ESG Investor.

Greenwashing

Greenwashing Stranded Assets Net Zero Banking

Listed Equities’ Carbon Well Exceeds Paris Target

Chris Hall

JUNE 23, 2022

The report warns that fossil fuel demand will peak as government policies to cut emissions, asset owners’ net-zero commitments and the rapid growth of clean energy technologies combine to transition the economy towards renewables. This is especially important now as fossil fuel prices and related company stocks soar.” .

Net Zero

Net Zero Stranded Assets Paris Agreement Climate Change

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

Chris Hall

OCTOBER 6, 2022

For ESG-aware investors, this paucity of solid information leads to questions over whether they should they wait for information flows to improve, pinning hope on further action from regulators or legislators, or divest their holdings to avoid uncertainty over the climate risks in their portfolios. They have to make that decision themselves.

Divestment

Divestment Net Zero Stranded Assets Greenwashing

Now or Never

Chris Hall

JULY 14, 2023

According to research by MSCI, nearly half (44%) of listed companies have now set decarbonisation targets, representing an eight-percentage-point increase than was reported in the October 2022 MSCI Net-Zero Tracker , but only 17% of those targets would align with the 1.5°C

Net Zero

Net Zero Divestment Paris Agreement Stranded Assets

The “Ripple Effect” of Universal Ownership

Chris Hall

APRIL 14, 2023

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

Net Zero

Net Zero Paris Agreement Divestment Global Economy

IGCC Devises Climate Resilience Strategy

Chris Hall

AUGUST 23, 2023

It will help investors get up to speed on the least-understood risk in the economy. “This strategy is designed for the real, system-wide adjustments that will make sure we’re not divesting, we’re investing in a climate resilient economy.” Further, only 9% have implemented a response to their physical risk exposure. “It

Stranded Assets

Stranded Assets Net Zero Climate Change Divestment

Glencore Abandons Coal Demerger at Investors’ Request

Chris Hall

AUGUST 8, 2024

Divest or wind down? This leaves it heavily exposed to reputational, regulatory and stranded-asset risk, leading many investors to avoid it. By 2035, it has committed to halve its Scope 1, 2, and 3 emissions from a 2019 baseline, with goals to hit net zero by 2050.

Stranded Assets

Stranded Assets Divestment Greenwashing Paris Agreement

Investors Search for Answers

Chris Hall

APRIL 12, 2023

For investors and companies with assets within those key biodiversity areas, this raises the issue of stranded assets. Large institutional investors have taken divergent approaches to managing the climate risks in their portfolios, with some pension funds divesting fossil fuel holdings.

Supply Chain

Supply Chain Supply Chains Divestment CDP

ESG Impact Zone

Decarbonising Investment Portfolios on the Journey to Net Zero

All Systems go for Net Zero

Trending Sources

Carbon Metrics Key to Investors’ Net Zero Path

Investors Face Direct Risk from Climate Litigation

Options Still Open for Fossil Fuel Engagement

ICYMI, an Ill Wind is Blowing From the East

Engaging with the Real Economy is the Key to Paris Alignment

ICYMI, Governments and Regulators are Making the Running

Investors Face Rising Direct Risk from Climate Litigation

Listed Equities’ Carbon Well Exceeds Paris Target

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

Now or Never

The “Ripple Effect” of Universal Ownership

IGCC Devises Climate Resilience Strategy

Glencore Abandons Coal Demerger at Investors’ Request

Investors Search for Answers

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