Fidelity | How Fidelity’s new sustainable high yield ETFs optimise multifactor exposures

In recent years, bondholders have encountered a changing investment landscape that increasingly emphasises sustainability. This article discusses how we apply Fidelity Optimus, our award-winning platform, to respond to client needs in high yield multifactor strategies. Governments worldwide, including the EU, are implementing more stringent policies on carbon emissions to better align with the goals of the Paris Agreement. As a result, more portfolios aim to limit average global temperature rise below 2°C and ideally 1.5°C relative to pre-industrial levels.

Fidelity | Solactive Paris-Aligned benchmarks

Introduced by the EU in December 2019 as a key legislative initiative of its ‘Action Plan: Sustainable Growth’, Paris-Aligned benchmarks set a harmonised EU-wide standard for the implemention of decarbonisation objectives by requiring investment portfolios to ‘self-decarbonise’ by 7% of their emissions annually. However, they also have potential to help investors improve their risk-adjusted returns.

Tikehau Capital | Climate Investing: Myths, Realities, and Decarbonising the Economy Through Private Equity

The Intergovernmental Panel on Climate Change (IPCC) has been warning us since the 1990s about the urgency of addressing climate change. Today, climate crises and catastrophes are frequent in the news. Despite global challenges like COVID-19, inflation, and geopolitical tensions, climate action cannot be sidelined. In this Q&A, Pierre Abadie, Group Climate Director and Co-head of the Private Equity Decarbonisation Strategy at Tikehau Capital, addresses key questions to explore the myths and realities of climate investment and outlines Tikehau Capital’s approach to decarbonisation.

BAI + BIII | Position Paper Impact Investing in Alternative Investments

Since 2018, the European Union’s Sustainable Finance agenda has introduced numerous new regulations and directives for both financial market participants and corporates, like the Sustainable Finance Disclosure Regulation (SFDR), the EU Taxonomy framework, and the Corporate Sustainability Reporting Directive (CSRD). One goal of the EU Sustainable Finance agenda is to reorient capital flows towards sustainable investments (European Commission, 2018). The European Commission estimates that achieving the 2040 and 2050 climate targets will cost approximatively €1.53 trillion annually between 2031-2050 (European Commission, 2024a).

SUSI Partners | Greenhouse Gas Reporting: On the Path to Net Zero

The basis for this paper is the fundamental challenge that the global community faces in creating a net-zero greenhouse gas (GHG) emissions economy in order to prevent the grave consequences of global warming. The paper focusses on the crucial role of the financial sector and the metrics, resources and methodologies financial institutions require to take efficient climate action.

SUSI Partners | Decarbonising Electricity Grids with Investments in Long-Duration Energy Storage

This report specifically addresses professional investors and therefore aims to bring an investor viewpoint to the emerging long-duration energy storage sector. The report was co-authored by Clean Horizon, a clean energy consultancy dedicated to the energy storage space. Learn more at www.cleanhorizon.com. Readers are encouraged to review the important legal information provided at the end of this document.

SUSI Partners | Quantifying Potential Avoided Emissions

Potential Avoided Emissions (“PAE”) allow us to quantify positive climate impacts by describing to what extent businesses contribute to emission reduction efforts and can therefore support the direction of capital towards low-carbon solutions.

SUSI Partners | Energy Efficieny

Energy efficiency, or the improvement of energy productivity of real assets across end-user groups, is an essential part of the global transition towards clean, secure, and affordable energy systems. Being one of the most effective strategies for reducing greenhouse gas (“GHG”) emissions, energy efficiency is forecast to deliver close to 30% of the total reduction in GHG emissions needed to limit global warming to well below 2° Celsius from pre-industrial levels1 (IEA, 2021b).

SUSI Partners | Sustainability Report 2023

Welcome to the 2023 edition of our annual Sustainability Report. Last year was the hottest on record – and by a good margin. With the human, environmental, and economic costs of climate change becoming more substantial every year, the phaseout of fossil fuels and the commensurate buildout of sustainable energy infrastructure must remain among the highest priorities on the global agenda.

Metzler Asset Management | Portfolio Insight online:

Deutschland gleicht dieser Tage vielerorts ciner Haustelle Überall im Land wird gehämmert, gebaggeit und gebohrt Straflen werden aufgerissen, Brücken werden moderni siert. Und dac ist gut so, denn Infrastruktur ist eines der großen Themen unserer Zeit. Ohne eine leistungsfähige Infrastruktur ist unser Land und unser Wohlstand nicht denkbar. Und danut meine ich nicht nur sichere und effi- riente Verkehrswege. Für die notwendige Energiewende zum Beispiel brauchen wir auch eine leistungsfähige Netr infrastruktur. Wenn es uns Infrastruktur geht, dann ist hierzulande schnell vor allem von den schier gigantischen Herausforderungen die Rede, die damit verbunden sind.