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Climate Change could Contribute 10% to Portfolio Risk

11th March 2011 by Madlen King

Climate Change could Contribute 10% to Portfolio Risk A report recently published by Mercer, the consulting and investment services company, and partnered by the International Finance Corporation (IFC) and the Carbon Trust presents the results of a study of 14 institutional investors to measure the risk that climate change presents to investment portfolios. The full report available here concludes that: • Climate policy could contribute as much as 10% to overall portfolio risk; • The estimated cost of climate policy for the market is $8 trillion by 2030; • To manage climate change risks institutional investors need to consider diversification across different sources of risk; and • A typical portfolio could manage the risk of climate change by ensuring that 40% of its assets are held in assets that are ‘climate sensitive’. And presents a series of steps that investors can take to mange their climate change risks, including climate risk assessment and Increased allocation to ‘climate sensitive’ assets.

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