Sustainable
Investment Solutions
Assessing Investment Risk & Opportunities
By bringing together the two dimensions of issue maturity and business response, our Sustainability Radar gives us a clear framework for identifying those companies most at risk from the sustainability agenda, and those companies building competitive advantage by responding strategically to these challenges.
For example, the Clean Technology market has benefited from the political momentum behind the climate change agenda over recent years. On the other hand, major greenhouse gas emitters (e.g. utility sector) are facing increasing risks due to internalisation of costs associated with greenhouse gas emissions.
There is a range of other ESG issues on our Radar where strong political momentum translates into material investment risks and opportunities, such as waste and recycling, access to clean water, and healthy food.