cfauk.org/careers-and-cpd/resources/listed-equity-investing-in-climate-incumbents
Video 40 min
CPD: 0.75 (Unstructured)
Client preferences are changing – and the value of oil and gas companies is changing, too. John Teahan, CFA, Portfolio Manager, Redwheel explains his strategy for investments around climate incumbents, the challenges they bring, and what you can do to generate value while meeting your climate commitments. Explore:
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How the Paris Agreement raised investor awareness of climate and transformed their demands
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The effects these changing values have on climate commitments and regulation
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The value of engagement in helping brown companies in your portfolio 'go green'
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Why investing in carbon incumbents can be more valuable than exclusion and divestment
Question: there are a lot of debate these days about "green transition" and about "active management" being more valuable than divestments from carbon incumbents. Do you have these companies in your portfolio and what are your thoughts on this?
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Nadilsa Tavares
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