Topic

Climate Capital

Climate as a force that reprices the whole portfolio.

Latest in Climate Capital
UAO Fiduciary

Net zero targets for insurance companies

Global insurers are embedding net zero commitments into governance and portfolio management. We examine the mechanics, enforceability, and implications for long-term capital allocation.

UAO Editorial · Jun 24, 2026
UAO Fiduciary

TCFD explained

The TCFD framework has become the de facto global standard for climate-related financial disclosure among institutional investors and corporate boards. We explain its structure, adoption rates, and implications for long-term capital allocation.

UAO Editorial · Jun 24, 2026
UAO Fiduciary

Energy transition investing explained

Energy transition investing channels institutional capital into renewable infrastructure, grid modernisation, and decarbonisation. We explain asset classes, return profiles, and governance frameworks for long-term allocators.

UAO Editorial · Jun 24, 2026
UAO Fiduciary

Net zero targets for sovereign wealth funds

Leading sovereign wealth funds are embedding net zero commitments into governance frameworks. We examine how the world's largest allocators—from Norway to Singapore—are translating climate pledges into portfolio policy.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

What is climate scenario analysis?

Climate scenario analysis has become a core governance tool for asset owners managing fiduciary duty under climate transition risk. We explain how it works, why institutions conduct it, and its limitations.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

What is climate stewardship?

Climate stewardship involves institutional investors using ownership rights to shape climate outcomes across portfolios. It differs from divesting by combining engagement, voting, and strategic capital allocation.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

What is decarbonization in investing?

Decarbonization has become a core portfolio construction discipline for large asset owners. We explain the mechanics, governance structures, and practical implementation challenges for institutional allocators.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

Net zero targets explained

Net zero targets represent binding commitments to eliminate net greenhouse gas emissions by a defined date. Institutional asset owners now use these frameworks to restructure capital allocation and governance.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

What is scope 3 emissions investing?

Scope 3 emissions—the hardest-to-measure greenhouse gases in corporate value chains—are reshaping how long-term capital allocators evaluate climate risk and stewardship engagement.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

What is a transition plan investing?

Transition plan investing bridges the gap between climate commitment and capital allocation. Institutional investors increasingly demand concrete decarbonization roadmaps from portfolio companies before deploying long-term capital.

UAO Editorial · Jun 23, 2026
UAO Fiduciary

Net zero asset owner alliance explained

The Net Zero Asset Owner Alliance represents a coordinated effort by major institutional investors to integrate climate commitments into portfolio construction. With over 70 members and $11 trillion in combined assets under management, the alliance has become a significant pressure point for corpora

UAO Editorial · Jun 23, 2026
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