Schroders’ latest paper introduces enhancements to its proprietary Avoided Emissions framework, designed to identify companies enabling economy-wide decarbonisation beyond conventional carbon metrics.
-
A back-test shows a diversified, low-risk equity portfolio tilted towards avoided emissions would have outperformed the MSCI ACWI by 10% over five years.
-
The expanded framework covers additional sectors such as transport, digital infrastructure, and transition metals, broadening the investable universe by ~40%.
-
Policy tailwinds in Europe, China, and India reinforce structural growth in clean technologies and transition enablers.
Would you like to dive deeper into how this framework uncovers overlooked climate-transition opportunities across sectors?
Om dit artikel te lezen heeft u een abonnement op Investment Officer nodig. Heeft u nog geen abonnement, klik op "Abonneren" voor de verschillende abonnementsregelingen.
