The Just Transition
The social dimension of the universal owner's duty — inequality as a return-relevant systemic risk, and the frameworks owners are adopting.
Read the latest Full archiveWhat do owners owe society?
The social dimension of the universal owner's duty — inequality as a return-relevant systemic risk, and the frameworks owners are adopting.
- The Inequality Betahow social inequality transmits into market-wide returns.
- Transition, Fairlycase studies of transition financing that did — or didn't — account for workers and communities.
- TISFD Watchtracking the social-disclosure framework as it matures alongside the TNFD.
Inside UAO Fiduciary
The Just Transition is one of seven sections in the weekly UAO Fiduciary briefing — the home for what the world’s largest owners owe their beneficiaries, their economies and the future. Every section ships inside one master newsletter.
Latest reporting.
Inequality is a portfolio risk: the IMF growth-drag, for allocators
For a universal owner, inequality is not a social cause adjacent to returns. It is a drag on the beta that produces them.
TISFD: the social-disclosure standard owners aren't ready for
Nature got the TNFD. The social pillar is getting its own taskforce — and most portfolios cannot yet answer what it will ask.
What owners owe the worker: the just-transition frameworks, compared
A decarbonisation that strands workers and communities is not a clean transition. It is a deferred liability.
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It lands inside UAO Fiduciary, alongside all seven sections.
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