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.