So, About that Climate Transition

The world of ESG explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.

Historically, climate investing has focused on portfolio decarbonization, but investors are increasingly turning to a “finance-the-transition” approach, seeking to invest in transition opportunities. The two approaches are not exclusive and best used hand in hand.

Integrating sustainability and climate risk and impact into bond and private-debt analysis is becoming an increasingly important aspect of portfolio construction. This paper discusses a range of metrics that could guide investors in making these assessments.