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Carbon misconceptions in active investing portfolios with Guido Baltussen
Manage episode 448478671 series 3379485
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Many in the investment community believe that implementing net zero policies comes with high risk and is incompatible with active investing, but is this really true?
To discuss this, Guido Baltussen joins us on the podcast today.
Guido is Northern Trust Asset Management’s International Head of Quantitative Strategies.
He recently put out a paper on ‘carbon misconceptions’ and the impact of net zero commitments on equity portfolios.
This episode covers how investors can apply conventional portfolio construction techniques to achieve net zero targets, and how to achieve alignment with multiple sustainability objectives without taking significant active risk.
Guido joins host Rose Mary Petrass, senior journalist at FS Sustainability.
This podcast uses the following third-party services for analysis:
OP3 - https://op3.dev/privacy
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