2023 Top 500 Ranking: 274
In this investment viewpoint we describe seven key misconceptions that we think may have deterred investors from fully integrating considerations linked to scope 3 emissions and lead to confusion in the market.
You can now read the full ‘Sponsored Commentary’ at the link below
At LOIM, our way of deploying capital in the transition to a more sustainable economy differs from many low-carbon strategies. We do not only target businesses that already emit relatively low levels of carbon. Instead, we also seek out firms in economically important but emissions-intensive sectors – like steel and cement – that have ambitious and credible plans to decarbonise and whose progress might be underappreciated by the market.
In the race to meet the emissions reduction targets set by the Paris Agreement, governments around the world are enforcing policies to decarbonise their economies. This poses a key transitional risk for investors, given the potential impact on industry and business operations. Meanwhile, investors face pressure from financial regulators to provide more information about their portfolio exposures to carbon.
MARS, our Multi-Asset Research Series, focuses on complex topics in the realm of multi asset to bring quantitative investment research back to Earth. This fifth edition addresses some of the complexities of forming a value strategy.
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