investment viewpoints

Webinar | rethink net zero: investing in the transition

Webinar | rethink net zero: investing in the transition
Budha Bhattacharya - Head of Systematic Research

Budha Bhattacharya

Head of Systematic Research

 

 

 

Watch the replay of our webinar: rethink net zero: investing in the transition 

 

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Why should investors rethink their net zero investment approach? Many of today’s solutions only target companies that are already low carbon, Lombard Odier Investment Managers (LOIM) looks at this differently.

In this webinar, Budha Bhattacharya, Head of Systematic Research at Lombard Odier Investment Managers (LOIM), discussed how high-carbon exclusions can limit investment opportunities, add to concentration risk and slow the transition. 

Based on LOIM’s proprietary research and implied temperature rise (ITR) methodology, Budha illustrated why at LOIM we believe:

  • That it is possible to recognise companies already on track to achieve Paris Agreement goals of decarbonisation while also supporting emission reductions by those in transitioning hard-to-abate sectors 
  • That a forward-looking approach is essential to identify businesses across industries that can help investors to meet climate objectives whilst ensuring diversified market exposure 


We hope you enjoy the webinar with Budha and IPE’s moderator, Brendan Maton, to learn how investors can decarbonise and diversify portfolios, while helping to drive the transition.

 

 

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