Chris Hall

JANUARY 3, 2024

C of warming, the Inevitable Policy Response calculates that current government policies, ie those in place pre-COP28, will only limit climate change to 1.8°C Taking a tough stance in the AGM season may not be effective without broad-based support or a deeper toolbox, as UK asset owners found out last year.

Net Zero 69

Net Zero Paris Agreement Stranded Assets Climate Change 69

Chris Hall

JULY 14, 2023

We have primarily concentrated on the oil and gas industry, but the outcomes have been disappointingly limited, particularly with recent target reversals. “It may be necessary to reconsider our approach.” However, for some investors the limited progress of the oil and gas industry on climate forced them to cut ties with the sector.

Net Zero 52

Net Zero Divestment Paris Agreement Stranded Assets 52

Chris Hall

APRIL 14, 2023

Swedish government pension fund AP7 is a universal owner that manages around SEK1 trillion (US$968 billion) in AuM, with 90% of its assets invested in a diversified equities portfolio across more than 3,000 companies.

Net Zero 52

Net Zero Paris Agreement Divestment Global Economy 52

Chris Hall

OCTOBER 10, 2022

The common use of ‘materiality’ and ‘scenario analysis’ reported by managers suggests these are already prevalent topics, while scarce mentions of ‘divestment effectiveness assessment’ or ‘enlightened active ownership’ “is consistent with the view that, in general, they are future behaviours,” the report said. A long way to go”.

Sustainable Investment 52

Sustainable Investment Stranded Assets Negative Screening Divestment 52

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 52

Divestment Stranded Assets Net Zero Climate Change 52

Chris Hall

APRIL 12, 2023

For investors and companies with assets within those key biodiversity areas, this raises the issue of stranded assets. A limited toolbox A further lesson from investors’ experience of understanding and addressing climate risk has been to not let perfect being the enemy of good, from the perspective of information quality.

Supply Chains 52

Supply Chains Supply Chain Divestment CDP 52

Richard Matthews

SEPTEMBER 20, 2021

University activists are increasingly citing the oil and gas industry’s targeting of kids in the classroom as another reason to divest from fossil fuels. Climate education is a problem at many of America’s 100,000 public schools. trillion climate-focused infrastructure bill. The divestment solution.

Divestment 63

Divestment Climate Change Stranded Assets Paris Agreement 63