investment viewpoints

Sustainability Forum: preparing for the transition

Sustainability Forum: preparing for the transition

Our current economic model is unsustainable. It has led us to cross five of the nine planetary boundaries that define the safe operating space for life on Earth.

A transition to a more sustainable model is now accelerating - driven by policy, economics and consumer sentiment. This will cause fundamental disruption to energy, land and oceans, and materials systems.

The changes will affect 95% of our investment universe, which raises vital questions for investors. We addressed these at our recent Sustainability Forum in London, where the theme was “Investment Implications of Planetary Boundaries”.

Our portfolio managers and specialists spoke on a range of sustainability topics, from climate to biodiversity and carbon markets. They focused on the importance of the interconnectedness among systems changes – which underpins our investment framework – while outlining how to capture the opportunities for sustainability alpha that are emerging across public and private markets during this unstoppable shift. 

  • How can we evaluate companies’ alignment to the transition?
  • What are the financial implications for businesses?


To read a summary of key insights from the event, please use the download button provided.

 

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