Morningstar
AnbefaletNyt på siden Whats New Icon
Fonde

Nye muligheder til vurdering af en porteføljes CO2-risiko

Investorer er stadig mere opmærksomme på bæredygtige investeringer og nye værktøjer hjælper dem med at sammensætte bæredygtige porteføljer.

Jon Hale 12/06/2018

Af Jon Hale, Ph.D., CFA, Morningstar.

Den nye CO2-risikoscore fra Morningstar giver investorer et værktøj til at vurdere CO2-risikoen i investeringsfondes porteføljer. CO2-risikoen adresserer hvor sårbart virksomheder er økonomisk i overgangen fra en økonomi baseret på fossile brændstoffer til en økonomi med lavere kulstof.

Overgangen er nødvendig for at holde den globale temperaturstigning under 2 grader i dette århundrede. Processen er allerede i gang, idet virksomheder er under pres fra kunder, myndigheder, investorer og andre interessenter for at sænke deres CO2-udledning. Hvad angår investorer er flere og flere globalt interesseret i, at forstå kulstofrisikoen og dens konsekvenser for risiko og afkastet i deres porteføljer. I denne artikel gennemgår jeg hvordan den nye CO2-risikoscore fungerer, hvordan den kan anvendes og de første resultater af scoren.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

For at se denne artikel registrér dig som Morningstar Basis-medlem

Registrér dig gratis
TAGS

Om forfatteren

Jon Hale  Jon Hale is a consultant with Morningstar Institutional Investment Consulting.

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies

The Morningstar Star Rating for Stocks is assigned based on an analyst's estimate of a stocks fair value. It is projection/opinion and not a statement of fact. Morningstar assigns star ratings based on an analyst’s estimate of a stock's fair value. Four components drive the Star Rating: (1) our assessment of the firm’s economic moat, (2) our estimate of the stock’s fair value, (3) our uncertainty around that fair value estimate and (4) the current market price. This process culminates in a single-point star rating that is updated daily. A 5-star represents a belief that the stock is a good value at its current price; a 1-star stock isn't. If our base-case assumptions are true the market price will converge on our fair value estimate over time, generally within three years. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Morningstar Star Rating for Stocks, please visit here

Quantitative Fair Value Estimate represents Morningstar’s estimate of the per share dollar amount that a company’s equity is worth today. The Quantitative Fair Value Estimate is based on a statistical model derived from the Fair Value Estimate Morningstar’s equity analysts assign to companies which includes a financial forecast of the company. The Quantitative Fair Value Estimate is calculated daily. It is a projection/opinion and not a statement of fact. Investments in securities are subject to market and other risks. Past performance of a security may or may not be sustained in future and is no indication of future performance. For detail information about the Quantiative Fair Value Estimate, please visit here