rethink net zero.

With 92% of global GDP pledged to net zero, and concrete industrial and financial policies driving progress, the global economy is decarbonising. Is your portfolio ready?

To decarbonise, diversify and help drive the transition, we believe investors need to look forward and identify companies best positioned to benefit as the world targets net zero.

invest in transition.

How can investors align to net zero and deliver performance as the economy transforms? By investing in the transition.

Many low-carbon strategies excluding all of today’s high-emitting companies are flawed, in our view. Using carbon footprints, they are unlikely to look forward and identify emissions-intensive businesses that are rapidly decarbonising. Progress by such firms – especially those in economically important buy hard-to-abate sectors – is essential to achieving net zero. And their adaptation to a low-carbon economy might not be accurately priced by the market.

Combining investment acumen with proprietary analysis of companies’ temperature trajectories, our TargetNetZero strategies seek attractive opportunities in all sectors that are aligning to a 1.5°C-2°C future.

TargetNetZero simulator.

Can you cool a portfolio to 1.5°C? Test your climate investing skills on our TargetNetZero Simulator.

discover our simulation tool

TargetNetZero strategies.

TargetNetZero Global Convertible Bond

An innovative convertible bond strategy with a defined target of aligning to net zero by 2050. We offer the potential to participate in rising equity markets and the cushion of a ‘bond floor’ in falling markets.

TargetNetZero Global Convertible Bond

TargetNetZero Equity

While the industry has started to understand the urgency around decarbonisation, we believe many of the solutions available in the market are simplistic, do not sufficiently address the problem and, in some cases, significantly increase the risks and biases within portfolios. Investors need to re-think their approach to net zero.

TargetNetZero Equity

TargetNetZero Fixed Income

Market forces are in action with 140 countries (accounting for 91 percent of greenhouse gas emissions) being subject to climate targets and unprecedented policy support for green technologies.

Our TargetNetZero Fixed Income strategies enable clients to capture the opportunities and mitigate the risks being generated by economy-wide decarbonisation.

TargetNetZero Fixed Income

insights.

investment viewpoints TNZ equities

Measuring climate alignment, one temperature at a time

March 15, 2024

To maximise investment opportunities and reduce climate risk, we use an implied temperature rise metric to identify which companies are decarbonisation leaders.

investment viewpoints TNZ equities

From climate pledge to portfolio: key net-zero policies

March 4, 2024

How much are companies being forced to decarbonise? Which financial regulators require climate-related disclosures? We examine five key markets to see how lawmakers can steer portfolios toward net zero.