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ESG Roundtable: Climate metrics in a credit portfolio
Hear Bruno Bamberger and Herschel Pant discuss how climate metrics can guide institutional investors towards their net zero goals.
Some important take-aways:
- The ESG roundtable on climate metrics explored the four characteristics that make a metric ‘decision-useful’ when implementing climate objectives in credit portfolios.
- We assessed various climate-focussed metrics to consider alongside financial, engagement and impact reporting when evaluating a portfolio’s performance, including total emission, carbon footprint, and Weighted Average Carbon Intensity.
- In combination, these metrics start to form the basis of a climate reporting dashboard – one designed to give institutional investors the opportunity to adapt credit allocations over time and with confidence.
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How climate metrics can guide institutional investors towards their net zero goals
Every investor is affected by the policy, regulatory and consumer momentum around climate change. The effects will be steadily amplified, and the risks become more visible in every asset class and every portfolio.
Read the full write-upDisclaimer
This document is for informational purposes only and does not constitute investment research or financial analysis relating to transactions in financial instruments as per MIF Directive (2014/65/EU), nor does it constitute on the part of AXA Investment Managers or its affiliated companies an offer to buy or sell any investments, products or services, and should not be considered as solicitation or investment, legal or tax advice, a recommendation for an investment strategy or a personalized recommendation to buy or sell securities.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
Risk Warning
The value of investments, and the income from them, can fall as well as rise and investors may not get back the amount originally invested.