Bloomberg Green giver udtryk for, at den vidt omtalte FN-klimarapport, der udkom i går d. 10. august, har leveret et realitetstjek for investorerne, der satsede på, at markederne kunne begrænse skaden.
Rapporten skulle efter sigende få investorerne til at “review their commitments to tackling climate change and to take action,” siger Fiona Reynolds, administrerende direktør for the UN-backed Principles for Responsible Investment.
Denne form for refleksion leder oftest til, at der bliver skudt flere penge i ESG-relaterede investeringer.
Hertil siger Sebastian Mernild, medforfatter til IPCC’s rapport og professor i klimaforandringer ved Syddansk Universitet, at budskabet til finansindustrien er, at håndtering af den globale opvarmning kræver et længere perspektiv. “We are looking into 2060, 2100,” sagde Mernild.
Rapporten gør det klart og præsenterer videnskabelig konsensus for, at den gennemsnitlige globale temperatur med stor sandsynlighed vil stige mindst 1,5 ° Celsius over det præindustrielle niveau inden 2040. Ønsket er, at denne rapport skal gøre investorer endnu mere opmærksomme på deres bidrag til at begrænse opvarmningen.
Hertil skriver Bloomberg:
It can be helpful “in evidencing what is a fair share that a given company needs to be doing to meet the carbon budget and how exposed companies may be to value impact from the transition,” said Christopher Kaminker, head of sustainable investment research and strategy at Lombard Odier Group.
It could be a clear step toward embracing the science more seriously, which some argue has been lacking in the asset management industry. Still, critics of implied temperature metrics say there’s a lack of reliable emissions data to make the computations and the metrics rely on assumptions.
Many strategies chasing ESG returns still fail to take into account the economic impact of climate change, according to an analysis by the head of strategic research at Nordea Bank Abp. The research finds that the biggest risks lie in the hottest parts of the world, many of them emerging markets.
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