Climate change - case studies

These bite-size reports set out investors’ practical experiences with aligning their investment processes, portfolios and business models to the reality of climate change – ranging from asset owners’ whole-of-portfolio approaches to green bonds and low-carbon indexes.

Invesco: A systematic approach to a net-zero portfolio
2023-03-27T10:03:00+01:00
A two-step process to delivering on climate and financial targets.
La Française Asset Management: Measuring temperature alignment
2023-03-16T09:03:00+00:00
Aggregating holdings into a portfolio-level temperature rating
Trillium: Setting a portfolio-coverage target
2023-02-14T13:19:00+00:00
Leveraging the simplicity of science-based targets.
Danica: Reaching net zero through sectoral target setting
2023-02-14T13:03:00+00:00
Setting an ambitious target in the utilities sector.
Infranity: Assessing climate performance to build sustainable infrastructure portfolios
2023-01-20T10:06:00+00:00
Using a target-setting methodology to reduce portfolio and asset emission intensity
Itaú AM: Integrating climate scenarios into investments
2023-01-16T08:32:00+00:00
Considering climate risks and opportunities in the investment process
Abeille Assurances: Aligning the portfolio to a net-zero trajectory
2023-01-10T15:57:00+00:00
Moving beyond risk to seize climate-transition opportunities
Mirabaud Asset Management: Reaching net zero through engagement
2022-12-08T09:00:00+00:00
Mirabaud believes the optimal asset allocation strategy to support the energy transition is to invest in energy-intensive companies that demonstrate a willingness to shift their business models and develop alternative energies
RBC Global Asset Management: Measuring portfolio net-zero alignment
2022-12-08T09:00:00+00:00
Suite of climate metrics used to gauge weighted average carbon intensity of portfolios
ClearBridge Investments: Verifying net-zero alignment
2022-12-08T09:00:00+00:00
Investment universe shaped by net-zero alignment assessments
Allianz: Decarbonisation strategy for listed equity
2022-12-08T09:00:00+00:00
Differentiated approach addresses the range of strategies used within a core-satellite structure.
EOS at Federated Hermes: promoting human capital management through engagement
2022-05-25T01:00:00+01:00
Case study by EOS at Federated Hermes
Harvest Fund Management: Exercising stewardship to drive transitions towards carbon neutrality
2022-05-25T01:00:00+01:00
Case study by Harvest Fund Management
ChinaAMC: Improving ESG performance via engagement
2022-05-25T01:00:00+01:00
Case study by ChinaAMC
Vista Equity Partners: partnering with portfolio companies to measure emissions and set targets
2022-05-13T07:00:00+01:00
Vista Equity Partners is working with portfolio companies to measure, report, reduce and offset greenhouse gas emissions.
Cycle Capital: Implementing a greenhouse gas emissions measurement strategy
2022-04-13T06:00:00+01:00
Cycle Capital describes its process for assessing and quantifying the impact that it and its investees can have on climate change.
Schroders: Quantifying social and environmental impact
2022-02-18T07:56:00+00:00
Case study by Schroders
Tabula Investment Management: Launching a Paris-aligned bond ETF
2021-12-03T12:00:00+00:00
Case study by Tabula Investment Management
Robeco: Launching a Paris-aligned fixed income strategy
2021-12-03T11:59:00+00:00
Case study by Robeco
Neuberger Berman: Developing a net zero multi-asset class portfolio solution
2021-12-03T11:58:00+00:00
Case study by Neuberger Berman
Cushon: Engaging with pension savers on net-zero investing
2021-12-03T11:57:00+00:00
Case study by Cushon
Andra AP-fonden (AP2): Aligning the portfolio with the EU Paris-aligned Benchmark
2021-12-03T11:46:00+00:00
Case study by Andra AP-fonden (AP2)
Amundi: Facilitating a just transition for climate
2021-12-03T11:42:00+00:00
Case study by Amundi
UniSuper’s Sustainable Path to 2050
2021-11-02T15:40:00+00:00
Case study by UniSuper
SRI KEHATI
2021-11-02T15:34:00+00:00
Case study by KEHATI Foundation
Satellite-based engagement towards no deforestation
2021-11-02T13:44:00+00:00
Case study by ACTIAM
Collaborative engagement against the construction of Vung Ang 2 coal-fired power plant
2021-11-02T13:38:00+00:00
Case study by Nordea Asset Management
Coalition for Climate Resilient Investment
2021-11-02T13:36:00+00:00
Case study by Willis Towers Watson
Prime climate risk ratings
2021-11-02T13:33:00+00:00
Case study by Insight Investment
Incorporating Remote Sensing Data to ESG and Alternative Risk Monitoring
2021-11-02T13:30:00+00:00
Case study by MioTech
Climate & Nature Sovereign Index: WWF & Ninety One
2021-11-02T13:26:00+00:00
Case study by WWF & Ninety One
A climate risk framework for farmland investments
2021-11-02T11:18:00+00:00
Case study by Nuveen
“Preserve, Strengthen, Rebuild” COVID-19 Response
2021-11-02T09:02:00+00:00
Case study by CDC Group
Sustainalytics - 10 for 2021 - Investing in the Circular Food Economy
2021-11-02T08:45:00+00:00
Case study by Sustainalytics
Applying responsible investment principles to multi-asset credit manager selection
2021-06-23T10:24:00+01:00
Organisation name: Brunel Pension Partnership
Engaging external managers on sustainable investment
2021-06-23T10:22:00+01:00
Organisation name: Cardano
ESG Research Platform
2020-11-01T06:00:00+00:00
Case study by Resultante Consultoria
Agile & comprehensive ESG management system
2020-11-01T06:00:00+00:00
Case study by Abris Capital Partners
The journey to net zero
2020-11-01T06:00:00+00:00
Case study by M&G Investments
The AXA Impact Fund: climate & biodiversity - making a difference
2020-11-01T06:00:00+00:00
Case study by AXA Investment Managers
AfricaGrow: a fund of funds for financing African SMEs and start-ups
2020-11-01T06:00:00+00:00
Case study by Allianz Global Investors
Green for Growth Fund
2020-11-01T06:00:00+00:00
Case study by Finance in Motion
Analysis of the impact of an investment portfolio on society and on SDGs
2020-11-01T06:00:00+00:00
Case study by VidaCaixa
The Coller FAIRR Climate Risk Tool
2020-11-01T06:00:00+00:00
Case study by FAIRR Initiative
2020 ESG Trends project: what are the big challenges for the new decade?
2020-11-01T06:00:00+00:00
Case study by MSCI
FTSE developed TPI climate transition index – aligning a global equity portfolio with the climate transition
2020-11-01T06:00:00+00:00
Case study by FTSE Russell, Church of England Pensions Board & Transition Pathway Initiative
Layering climate goals onto a sustainable, risk-targeted, multi-asset strategy
2020-10-16T08:06:00+01:00
Case study by Morgan Stanley Investment Management
EU taxonomy alignment case study: responsAbility
2020-09-25T07:34:00+01:00
Case study by responsAbility Investments AG
EU taxonomy alignment case study: ESG Portfolio Management
2020-09-09T18:20:00+01:00
ESG Portfolio Management’s mission is to advise a diversified set of investment funds and mandates, including on ESG factors, SDG impacts and climate risk.
EU taxonomy alignment case study: Carmignac
2020-09-09T18:19:00+01:00
Carmignac launched a fund in May 2020 to support solutions for climate mitigation while actively engaging with companies to transition their business models and operations to a lower carbon paradigm.
EU taxonomy alignment case study: La Française
2020-09-09T18:17:00+01:00
La Française has been involved in responsible investment for more than a decade and our Carbon Impact product series has been a key element of our ESG investment strategy.
EU taxonomy alignment case study: Neuberger Berman
2020-09-09T18:17:00+01:00
Neuberger Berman believes the implementation of the taxonomy can help shift global capital flows towards more sustainable economic activities and help prevent the worst consequences of climate change.
EU taxonomy alignment case study: Wells Fargo Asset Management
2020-09-09T18:14:00+01:00
The EU Taxonomy offers some key benefits for users, including guidance on activities to prioritize for decarbonization, climate change adaptation and other environmental goals.
EU taxonomy alignment case study: Impax Asset Management
2020-09-09T18:07:00+01:00
Impax is a specialist asset manager focused on investing in opportunities arising from the transition to a sustainable economy.
EU taxonomy alignment case study: AXA Investment Managers
2020-09-09T18:02:00+01:00
AXA IM has established a definition of green investing for both investment and reporting purposes, using a grid organised around four green categories.
EU taxonomy alignment case study: Morgan Stanley Investment Management
2020-09-09T13:00:00+01:00
As the number of signatories to the Principles for Responsible Investment (PRI) rises, and ESG-integrated assets under management (AUM) across the world reach over $30 trillion, carbon emissions and global temperatures also continue to rise.
Using climate change scenarios in asset liability modelling
2020-08-13T10:24:00+01:00
Case study by BCI
Aligning strategic asset allocation to a +1.5°C world: a proposed framework
2020-08-13T10:23:00+01:00
Case study by AXA Investment Managers
A total portfolio approach to climate alignment, ESG integration and real-world impact
2020-08-13T10:21:00+01:00
Case study by The Scott Trust Limited (Guardian Media Group)
Climate change: optimal choices in strategic asset allocation are a must
2020-08-13T09:05:00+01:00
Case study by ASR Nederland / ASR Asset Management (a.s.r.)
Caisse des Depots Groupe: Climate
2020-08-03T06:45:00+01:00
SDG outcomes case study
STOA SDG case study
2020-07-27T07:13:00+01:00
Signatory type: Private equity investor / Asset ownerOperating region: Developing countriesAssets under management: €180 millionSDG targets: SDGs 3, 4, 6, 7, 8, 9, 10, 11 & 13Practice area: Engagement for impact
Bringing forest projects to the carbon markets
2020-06-18T13:37:00+01:00
Case study by Campbell Global
Integrating climate change in passive investments: A developed markets equity strategy
2020-03-17T12:21:00+00:00
Case study by UBS Asset Management
Incorporating climate considerations into a multi-factor equity index
2020-03-11T11:31:00+00:00
Case study by FTSE Russell
PRI Awards 2019 case study: Coller FAIRR Protein Producer Index
2019-09-10T08:53:00+01:00
Company: FAIRR
PRI Awards 2019 case study: Impact-Cubed White Paper
2019-09-10T08:53:00+01:00
Company: Auriel Investors
PRI Awards 2019 case study: Australian Infrastructure Carbon Emissions Reduction and Energy Efficiency Initiative
2019-09-10T08:52:00+01:00
Company: IFM Investors
Credit risk case study: AGL Energy
2018-06-12T08:21:00+01:00
Case study by IFM Investors
Credit risk case study: RWE
2018-06-12T08:11:00+01:00
Case study by Aberdeen Standard Investments
Case study: Rio Tinto shareholder resolution 2018 - LGIM's perspective
2018-05-30T16:44:00+01:00
Case study by Legal & General Investment Management
Case study: seeking clarity on third-party lobbying practices
2018-05-30T16:37:00+01:00
Case study by LGS
Case study: focusing on the climate lobbying practices of Swedish companies
2018-05-30T16:30:00+01:00
Case study by Öhman
Case study: understanding lobbying practices as part of carbon risk management
2018-05-30T16:26:00+01:00
Case study by GES International
Case study: Putting the spotlight on corporate climate lobbying
2018-05-30T16:18:00+01:00
Case study by AP7
Case study: Are the world's largest banks stepping up to the risks and opportunities of climate change?
2018-05-30T16:08:00+01:00
Case study by Boston Common Asset Management
Climate lobbying case study: ExxonMobil - perspective from Walden Asset Management
2018-05-30T15:07:00+01:00
Case study by Walden Asset Management
Engaging with utilities and global bank issuers
2017-11-02T00:00:00+00:00
Case study by PIMCO
Engaging with sovereign green bond issuers
2017-11-02T00:00:00+00:00
Engaging with sovereign green bond issuers
Case study: Shareholder interaction on fracking
2017-01-01T13:05:00+00:00
Case study
Case study: Fracking practices at oil and gas companies
2017-01-01T11:25:00+00:00
As part of the PRI Fracking Engagement, a group of PRI investor signatories – led by Martin Currie, a UK-based investment manager – engaged with an Asian oil and gas company.
Weighting vs exclusion in low-carbon indexes
2016-09-05T00:00:00+01:00
Case study by MSCI
Valuing the impact of increasingly stringent environmental regulation
2016-09-05T00:00:00+01:00
Case study by Standard Life Investments
How to carbon footprint a private equity portfolio
2016-03-21T11:29:00+00:00
Case study by AP6
Quantifying the impact of more strictly enforced environmental regulation
2016-02-22T15:22:00+00:00
Case study by Itaú Asset Management
Resilience to climate change in the UK water sector
2015-10-18T11:36:00+01:00
Case study by Royal London Asset Management
Green bonds - measuring impact
2015-07-19T16:07:00+01:00
Case study by KfW
Integrating ESG factors in partnership with an NGO
2015-07-19T15:33:00+01:00
Case study by Allianz Group in Austria
The impact of energy and climate on sovereign risk
2015-03-31T11:03:00+01:00
Case study by Beyond Ratings
UN Global Compact companies on COP progress
2013-09-01T16:28:00+01:00
Case study
The Carbon Disclosure Project
2013-09-01T15:37:00+01:00
Case study
Working with partners for green investment innovation
2012-06-01T00:00:00+01:00
Case study by PKA