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    Insights on sustainable investing trends and regulatory developments.

    Featured • Sustainability Integration

    The Total Portfolio Approach: an Old Idea for a New Climate Investment Reality

    TPA has been quietly practiced by the world's best sovereign wealth funds for decades. Now, decarbonization makes it newly essential.

    April 202614 min readRead Article
    Market Trends

    The Reset Paradox: Net Zero Targets Were Always a Policy Bet

    The 2026 net-zero reset reframed as a re-underwriting — separating the pledge from the portfolio, and the policy bet from the plan.

    9 min read
    Regulation

    The World's First Net Zero Transition Standard for Finance Is Here. It Matters More Than You'd Think.

    ISO 32212 is the first international standard for net zero transition planning by financial institutions — what it does, why it matters, and where it falls short.

    6 min read
    Market Trends

    The 1.5°C Retreat: Asset Owners and Managers Back Away from Ambitious Climate Targets

    Major asset owners and asset managers have been quietly stepping back from explicit 1.5°C-aligned commitments.

    April 202612 min read
    Climate Policy

    When War Raises Oil Prices, Do Emissions Fall?

    Oil price spikes from geopolitical conflict rarely reduce global emissions meaningfully, but they reinforce the economic case for energy transition.

    March 20269 min read
    Sustainability Integration

    Not All Climate Risk Models Are Created Equal

    Climate risk modelling is becoming a core tool in financial decision-making, yet models can produce very different answers for the same asset.

    March 202612 min read
    Regulation

    The Label Game in Sustainable Investing

    Fund sustainability labels have become a global shorthand for responsible investing, but standards differ widely by country.

    March 202610 min read
    Sustainability Integration

    Beyond Portfolio Decarbonization: Rethinking Climate Targets for Investors

    Does reducing the carbon intensity of a portfolio actually reduce emissions in the real economy? A growing number of investors are rethinking climate targets.

    March 202612 min read
    Regulation

    CSRD Is a Treasure Trove of Data

    Europe's Corporate Sustainability Reporting Directive is generating a massive, structured dataset that could reshape how investors assess ESG performance.

    March 20268 min read
    Climate Policy

    From Oil Shock to Energy Shift: Could the Iran Crisis Speed Up the Transition?

    The US-Israel-Iran escalation has sent oil above $100. History shows energy shocks can accelerate the shift to renewables.

    March 20268 min read
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