Building real net zero portfolios

Achieving net zero in investment portfolios demands a shift from simple carbon footprint reduction to a strategy that actively supports real-world decarbonisation. Ninety One argues that many current approaches focus too heavily on exclusion and backward-looking data.

“We believe there are ways to construct portfolios that do not compromise returns, fiduciary responsibilities, or progress towards a low carbon future. But they require a shift away from approaches built around targets to reduce portfolio emissions over time,” says Daisy Streatfeild, Sustainability Director at Ninety One.

According to Streatfeild, by allocating capital toward real-world emissions reduction and using engagement to drive net-zero alignment, investors can contribute to a credible decarbonisation pathway.

Read the full insight here.