Climate Change Impact Roundtable 2020

The impact of climate change on investment portfolios are well documented. While the inherent risks remain difficult to measure and quantify, the transition to a low-carbon economy will also give rise to new investment opportunities.

Interestingly, the COVID-19 pandemic might have inadvertently accelerated this shift.

As part of [i3] Pivot, we’re pleased to organise an investor roundtable to discuss the impact of climate change on investor portfolios as well as evaluate the opportunities arising from energy transition to renewables.

This roundtable is hosted in partnership with GMO.

Key themes to be addressed include:

(a) Portfolio Strategy

Investment Beliefs & Stakeholder Management
Climate Change Impact on the Portfolio
ESG vs Impact Investing
Implications arising from COVID-19 pandemic
- Acceleration of energy transition

(b) Climate Risk

Carbon Risk in Portfolios: Measuring, reducing, valuing, pricing
- Public Markets
- Real Assets
Stranded Assets
Additional considerations
- Materiality
- Engagement

(c) Investing in Energy Transition

Framing the Opportunity Set: Assessing, identifying, implementing
Investment Possibilities
- Alternative Sources of Energy
- Adapting Existing Systems
- Other Innovative Technologies