How Renewables and Fossils are Intertwined

The portfolio interaction between a company’s carbon footprint and investment in renewables can be complex. Many enterprises with a high carbon footprint are also important actors in renewable energy. Faced with pressures from investors, regulators, governments, and/or customers to reduce their carbon footprint, they can either divest their most carbon-intensive assets, and/or invest in renewable energy production as a counterweight.

  • Reducing Portfolio Carbon: Exclusion vs Optimisation

    Given that the energy, materials and utilities sectors are responsible for most of the CO2 emissions attributable to quoted companies, why not simply exclude these sectors from the investment portfolio?

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