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  • 1.  Do company emissions impact shareholder returns?

    Posted 05-02-2025 12:38

    🧐While it would neatly promote our Redwheel climate engagement strategies, focused on carbon intensive companies, my colleague Paul Drummond's survey of the evidence shows the thesis that carbon intensity = higher returns, is a far too simplistic conclusion.

    Pity life wasn't so simple!!

    ⚠️The transition is much too complex for such a view, with companies facing varying degrees of risk and varying ability to navigate those risks successfully.

    💡Any thoughts? Any other papers worth adding to the survey?

    Here is the link to the research... 

    https://www.redwheel.com/uk/en/institutional/insights/greenwheel-research-do-company-emissions-impact-shareholder-returns-evidence-and-implications/



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    John Teahan
    Partner
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  • 2.  RE: Do company emissions impact shareholder returns?

    Posted 06-02-2025 12:52

    Thank you for sharing this John. 

    That's a good summary of some of the main papers on this area.  Below I have two more papers that are relevant - happy to discuss these papers (or other related papers) further if that helps.

    a) In Search of the True Greenium
    b) Does Green Innovation Increase Shareholder Wealth? 

    I hope this is helpful. 

    Kind regards,

    Dimitris 

    +++++++++++++++++++ 

    Dimitris Andriosopoulos 

    Professor of Finance, University of Strathclyde 

    Founding Director, Responsible Business Institute (ReBI)



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    Dimitrios Andriosopoulos
    Professor of Finance
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  • 3.  RE: Do company emissions impact shareholder returns?

    Posted 06-02-2025 14:07

    Thanks Dimitrios, I look forward to reading these two papers.



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    John Teahan
    Partner
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    Original Message


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