Key Takeaways
In collaboration with Reuters, Clarity AI, Climate Research Lead, Jean-Charles Prabonneau sat down to discuss how we define scope 1, 2, and 3 emissions and how to leverage AI to help in climate analysis.
Research and Insights
Latest news and articles
Climate
Top-down, bottom-up, disclosure: building a physical climate risk view that holds up
Climate risk management is becoming a fiduciary duty. In 2020, the Australian pension fund REST settled a landmark case with member Mark McVeigh, committing to new disclosure processes and acknowledging that climate change is a material financial risk to its investments. But disclosure alone is no longer enough. Clients are paying attention to what the…
Climate
Data-Center Power Has Quadrupled. Big Tech’s Reported Scope 2 Has Done the Opposite
Data center power demand has quadrupled due to the artificial intelligence boom, but Big Tech’s reported carbon footprints are doing the opposite. Global carbon accounting rules are at the core of this inconsistency: under current greenhouse gas global (GHG) reporting standards, companies can report their electricity-related emissions (i.e., scope 2) using different accounting rules: Companies…
Market Insights
Geopolitical Risk and Portfolio Decisions: How Investors Are Adapting Policies, Exclusions, and Oversight
Geopolitical risk is currently reshaping how investors think about exclusions, investment policy, and portfolio oversight. At the same time, it is rewriting the macroeconomic playbook that long-term capital owners have relied on for decades. Trade fragmentation, shifting alliances, and a more interventionist policy environment are forcing investors to reconcile top-down macro views with bottom-up portfolio…
