In this episode we explore how asset owners can drive climate impact through smarter capital allocation. With insights from New York Climate Week and COP29, we cover fiduciary duty, the urgency of systemic change, the risks of greenwashing, the need for leadership in climate investing and more.
Join us as we speak to Colin le Duc, Founding Partner at Generation Investment Management, and Alison Loat, Senior Managing Director, Sustainable Investing and Innovation at OPTrust. Hear practical strategies from these industry leaders on how asset owners can allocate capital more effectively to create lasting climate impact.
It is a really challenging time for investment leaders to work out where they stand on this transition journey and how much they genuinely want to lead. It’s very easy to be a fast follower when everything’s going in one direction, what is hard is leadership in difficult times. And now is a very testing time for sustainable investors to continue to lead and set a standard that is driven by science and not just by short-term market movements or politics.
Colin le Duc, Founding Partner, Generation Investment Management
Don’t be afraid as an organisation to be intentional and flexible. The constraints we set up are set up for very good reasons. Don’t let them be overly constraining such that you’re not investing time in building your skills, capabilities, knowledge and relationships. The climate opportunity set is going to grow and you want to be well poised when the time comes.
Alison Loat, Senior Managing Director, Sustainable Investing and Innovation, OPTrust
Article: World Resources Institute- Key Issues to Watch at COP29
Report: Generation- Sustainability Trends Report 2024
Guide: Potential Energy- Talk Like a Human: Lessons on How to Communicate Climate Change
Research paper: Red sky in the morning | a deep dive into climate scenarios and what to do
Research paper: Systemic risk | deepening our understanding
