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.
Insights on sustainable investing trends and regulatory developments.
TPA has been quietly practiced by the world's best sovereign wealth funds for decades. Now, decarbonization makes it newly essential.
The 2026 net-zero reset reframed as a re-underwriting — separating the pledge from the portfolio, and the policy bet from the plan.
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.
Major asset owners and asset managers have been quietly stepping back from explicit 1.5°C-aligned commitments.
Oil price spikes from geopolitical conflict rarely reduce global emissions meaningfully, but they reinforce the economic case for energy transition.
Climate risk modelling is becoming a core tool in financial decision-making, yet models can produce very different answers for the same asset.
Fund sustainability labels have become a global shorthand for responsible investing, but standards differ widely by country.
Does reducing the carbon intensity of a portfolio actually reduce emissions in the real economy? A growing number of investors are rethinking climate targets.
Europe's Corporate Sustainability Reporting Directive is generating a massive, structured dataset that could reshape how investors assess ESG performance.
The US-Israel-Iran escalation has sent oil above $100. History shows energy shocks can accelerate the shift to renewables.
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