Investment Innovations Toward Achieving Net Zero
Voices of Influence Meet Our Net-Zero Voices of Influence
CFA Institute Research and Policy Center has convened net-zero thought leaders and investment luminaries to break down the big ideas around achieving net zero. They provide practical guidance for investors, asset managers, investment professionals, and regulators. More than 50 authors from the United States, Europe, and Asia collaborated on 16 research projects. We will be publishing their papers through January 2025.
Contributing authors are engaged with a range of academic and financial institutions including Acadian Asset Management, Allspring Global Investments, BlackRock, Bloomberg, BNP Paribas Asset Management, Columbia University, Goldman Sachs, London Business School, Man Group, Monash Centre for Financial Studies, New York University, Peking University, PenSam, Robeco, Sinclair Capital Management, and State Street Global Advisors.
Investment Innovations Toward Achieving Net Zero
Voices of Influence
INTRODUCTORY MATERIAL
Brian Bruce: Editor (15 January 2025)
Robert Engle: New York University (15 January 2025)
Introduction (29 October 2024)
Chris Fidler: Head, Codes and Standards, CFA Institute
PART 1: STRATEGIC
Tools Used by System-Level Investors in Their Net-Zero Initiatives (29 October 2024)
Jon Lukomnik: Sustainable Investing Research Initiative, School of International and Public Affairs, Columbia University New York
William Burckart: Sustainable Investing Research Initiative, School of International and Public Affairs, Columbia University New York
A New Focus for Investor Climate Commitments (13 November 2024)
Tom Gosling: LSE Law School London
Carbonomics: The Economics of Reaching Net Zero (27 November 2024)
Michele Della Vigna, CFA: Goldman Sachs Milan
Milan Yulia Bocharnikova: Goldman Sachs International Dubai
Anastasia Shalaeva: Goldman Sachs International Dubai
Quentin Marbach: Goldman Sachs International London
Global Trends and Developments in Carbon Pricing (15 January 2025)
Bei Cui: Monash Centre for Financial Studies Melbourne
Nga Pham: Monash Centre for Financial Studies Melbourne
Ummul Ruthbah: Monash Centre for Financial Studies
Trinh Le: Monash Centre for Financial Studies Melbourne
Jan Ahrens: SparkChange Bremen Germany
Roger Cohen: C2Zero Sydney
PART 2: TACTICAL
Carbon Emissions Data (23 December 2024)
Robert Furdak, CFA: Man Group Boston
Tracey Nilsen-Ames: Man Numeric Boston
Anna-Marie Tomm: Man Group London
Jeremy Wee, CFA: Man Numeric Boston
Valerie Xiang, CFA: Man Numeric Cambridge MA
Attribution of Portfolios with Climate-Related Signals (11 December 2024)
Andrew Ang: BlackRock New York
Debarshi Basu: BlackRock New York
Marco Corsi: BlackRock London
Aligning Investments with the Paris Agreement: Frameworks for a Net-Zero Pathway (29 October 2024)
Raul Leote de Carvalho: BNP Paribas Asset Management Nanterre, France
Jane Ambachtsheer: Smith School of Enterprise and the Environment, University of Oxford, and BNP Paribas Asset Management Toronto
Alexander Bernhardt: BNP Paribas Asset Management Boston
Thibaud Clisson: BNP Paribas Asset Management Nanterre, France
Henry Morgan: BNP Paribas Asset Management Nanterre, France
Guillaume Kovarcik: BNP Paribas Asset Management Nanterre, France
Francois Soupe: BNP Paribas Asset Management Nanterre, France
Building Net-Zero Aligned Portfolios (8 January 2025)
Antonios Lazanas: Bloomberg New York
Zarvan Khambatta, CFA, CAIA: New York
Yingjin Gan: Jersey City, NJ
Lingjuan Ma: Bromley UK
Net-Zero Investing: Harnessing the Power of Unstructured Data (23 December 2024)
Andy Moniz: Acadian Asset Management
Devin Nial: Acadian Asset Management
Matthew Picone: Acadian Asset Management
Lukasz Pomorski: Acadian Asset Management
Jerry Yu: Acadian Asset Management
3D Investing: Implications for Net Zero (13 November 2024)
Clint Howard: Robeco Rotterdam
Mike Chen: Robeco Rotterdam
Carbon Emissions, Net-Zero Transition, and Implications for Equity Portfolio Risk (8 January 2025)
Gregoire Campos: Allspring Global Investments Berkeley, California
Harindra de Silva, CFA: Allspring Global Investments Palos Verdes Peninsula, California
Megan Miller, CFA: Allspring Global Investments San Francisco
Integrating Forward-Looking Climate Metrics in Corporate Fixed Income Index Portfolios (15 January 2025)
Kushal Shah: State Street Global Advisors London
Alexis Royer: State Street London
Rupert Cadbury: State Street Global Advisors London
PART 3: CASE STUDIES
Reconciling Portfolio Diversification with a Shrinking Carbon Footprint (27 November 2024)
Patrick Bolton: Columbia University New York and Imperial College London
Marcin Kacperczyk: Imperial College London
Henrik Lorin Rasmussen: Danish Pension Fund (PenSam) Copenhagen
Frédéric Samama: Paris Institute of Political Studies, Columbia University, and S&P Global Sustainable1 Paris
Green and Transition Finance on the Municipal Level: The Case of Huzhou City (11 December 2024)
Dr Ma Jun: Beijing Institute of Finance and Sustainability and Peking University
Yunhan Chen: Beijing Institute of Finance and Sustainability
Latest Research
Green and Transition Finance on the Municipal Level: Case of Huzhou City
Attribution of Portfolios with Climate-Related Signals
Achieving Net Zero
With Marg Franklin, CFA
Carbonomics: The Economics of Reaching Net Zero
By Michele Della Vigna, Yulia Bocharnikova, Anastasia Shalaeva, and Quentin Marbach
Reconciling Portfolio Diversification with a Shrinking Carbon Footprint
By Patrick Bolton, Marcin Kacperczyk, Henrik Rasmussen, and Frédéric Samama
A New Focus for Investor Climate Commitments
By Tom Gosling
3D Investing: Implications for Net Zero
By Clint Howard, and Mike Chen
Aligning Investments with the Paris Agreement
By Raul Leote de Carvalho, Jane Ambachtsheer, Alex Bernhardt, Thibaud Clisson, Henry Morgan, Guillaume Kovarcik, and François Soupe
Tools Used by System-Level Investors in Their Net-Zero Initiatives
By Jon Lukomnik, and William Burckart
Introduction
By Chris Fidler
