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.

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

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