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Showing 31 - 40 of 57 results for "stranded assets"

Investing for positive environment impact, financial return: First Sentier

RACHEL ALEMBAKIS  |  FRIDAY, 21 FEB 2020  |  NEWS
... structures which are complex and have poor governance characteristics. You see that there is a strong risk of stranded assets in that sector, which has kept us from investing in that." One area that First Sentier sees potential for tremendous growth ...

MSCI creates Climate Change Indexes tilted to low carbon transition

RACHEL ALEMBAKIS  |  FRIDAY, 21 JUN 2019  |  NEWS
... clean technology companies when compared to the underlying benchmark. The Indexes also help to reduce exposure to stranded assets with 50 percent lower exposure to thermal coal and four times less exposure to companies with carbon intensive products ...

Lawsuit against ExxonMobil heightens Australian directors climate risk

RACHEL ALEMBAKIS  |  FRIDAY, 9 NOV 2018  |  NEWS
... scenario analysis, ExxonMobil made material misstatements with its representations that it faced little or no risk of stranded assets under a 'two-degree scenario'. Its conclusion was largely based on internal proxy costs of carbon and an assumption ...

40% of Chinese Coal Power Plants are Losing Money: Carbon Tracker

RACHEL ALEMBAKIS  |  TUESDAY, 16 OCT 2018  |  NEWS
... that China's National Energy Investment Group, the world's largest power company, risks losing US$66 billion in stranded assets - half its total capital - if it pursues business as usual, while two other companies risk losing more than their total capital ...

APRA encourages entities to perform stress-test for climate-related risks

RACHEL ALEMBAKIS  |  FRIDAY, 1 DEC 2017  |  NEWS
... economy. "Shifts in market sentiment have increased the risk of asset value volatility, and the potential for stranded assets," he said. "Institutions that fail to adequately plan for this transition put their own futures in jeopardy, with subsequent ...

Majority of largest asset owners recognise risk of climate change: AODP

RACHEL ALEMBAKIS  |  FRIDAY, 28 APR 2017  |  NEWS
... owners perform these calculations, up from 10% last year. Twelve percent of asset managers assess the risk of stranded assets in their portfolio, while 6% of asset owners do this, up from 5% last year. The amount of low carbon investment by asset owners ...

Carbon footprint impacts on company share price: AXA IM

RACHEL ALEMBAKIS  |  FRIDAY, 4 NOV 2016  |  NEWS
... equation and do that." The conclusions of the Rosenberg Equities analysis has implications on the valuation of stranded assets on share price, McDonald noted. I think it's an obvious framework for thinking about stranded assets, this idea that we can ...

Impax Asset Management analyses environmental impact of portfolio

PIA LEFEVRE  |  FRIDAY, 23 SEP 2016  |  NEWS
... carbon footprint companies are not necessarily where the risk lays because they are not necessarily where the stranded assets are." Impax also recently published their report on Carbon risk for investors: Building a "Smart Carbon portfolio" which focuses ...

Mining companies not adequately managing carbon risk: CDP

RACHEL ALEMBAKIS  |  WEDNESDAY, 25 NOV 2015  |  NEWS
... laggard" on carbon regulation preparedness, "due to its opposition to carbon pricing and dismissal of the concept of stranded assets." "This research is a canary in the coal mine for investors," says James Magness, CDP head of investor research. "It ...

The price of climate change to impact portfolios: BlackRock

RACHEL ALEMBAKIS  |  FRIDAY, 20 NOV 2015  |  NEWS
... investor momentum building behind mitigating climate risk, as well as mounting concerns about loss of capital and stranded assets. BlackRock has not observed that companies most exposed to the physical and regulatory risks of climate changes are trading ...