75: What does a low-carbon transition look like?

BlackRock
00:26:38 Report Issue
Loading transcript... Click for full transcript

Chapters & Sections (68)

00:00 Introduction to Climate Change Focus chapter 2
00:00 Podcast Host Introduction and Climate Context
00:31 Transition to a Low‑Carbon Economy Overview
01:00 Overview of Low‑Carbon Transition Investing chapter 2
01:02 Interview with Chris Elman – Role at Calsters
01:32 Calsters’ ESG and Climate Focus for Teachers
02:30 California State Teachers’ Retirement System Perspective chapter 3
02:36 BlackRock’s Low‑Carbon Transition Investment Approach
03:08 Integrating Climate Risk into Portfolios
03:39 Climate Risks in Debt and Physical Exposure
04:10 BlackRock’s Climate Risk Integration Strategy chapter 2
04:10 Opportunity vs. Risk in the Transition Timeline
05:12 Active Investing Challenges and Long‑Term Outlook
05:41 Investment Opportunities and Risks in the Low‑Carbon Transition chapter 3
05:43 Avoiding Binary Divestment Decisions
06:15 Engagement with Companies and Board Interaction
06:46 Holistic View of Corporate Resource Management
07:14 Data, Reporting, and Engagement with Corporations chapter 1
07:17 Importance of SBTi and TCFD Reporting
07:48 Global Shift Toward Sustainable Investing chapter 4
07:48 Client Demand for Sustainable Portfolios
08:19 Regional Adoption Rates of ESG Investing
08:50 Screening vs. Thematic Investment Approaches
09:20 Supporting Transition Through Engagement
09:52 Activist Stewardship and Corporate Engagement chapter 2
09:52 Activist Stewardship Initiatives
10:22 Challenges of Corporate Change
10:54 Transitioning to a Low‑Carbon Economy chapter 4
10:54 Diet Analogy for Energy Transition
11:25 CEO Tenure vs. Climate Goals
11:57 Measurement and Intention of Carbon Reduction
12:28 Engagement with Resistant Companies
12:58 Measuring and Reporting Carbon Metrics chapter 3
12:58 Need for Transition Risk Metrics
13:28 Data Availability and Standard Setting
13:59 Policy Influence on Investment Community
14:30 Policy Impact on Investment Strategy chapter 2
14:30 Impact of Administration Change on Clean Energy
15:01 Infrastructure Investment Momentum
15:32 Corporate Momentum and Government Support for EV Transition chapter 2
15:32 General Motors Announces End of Internal Combustion Engines
16:04 Discussion on Corporate and Investor Engagement
16:36 Investment Challenges in the Climate Transition chapter 3
16:36 Urgency vs. Patience in Climate Investment
17:08 Decade‑Long Transition Planning
17:39 Role of Long‑Term Investors and Retirement Systems
18:09 Long‑Term Perspective and Patience for Sustainable Investing chapter 3
18:09 Government Capital Investment in Infrastructure
18:41 Sustainable Investing Still Emerging
19:14 Need for Advanced Data Processing in Climate Finance
19:45 Regional Variations in Sustainability Adoption chapter 3
19:45 Regional Differences in Sustainability Adoption
20:15 Global Perspective on Fiduciary Responsibility
20:46 Measuring Impact Across Industries
21:16 Hope for Accelerating the Transition chapter 3
21:16 Balancing Urgency and Patience for Effective Transition
21:50 Long‑Term Investment Horizon as a Tool for Climate Resilience
22:22 Closing Remarks and Call to Action
23:54 General Investment Disclaimer chapter 2
23:54 Forward‑looking Statements Warning
24:10 Risk Disclosure and Investment Advice Disclaimer
24:26 Regulatory and Jurisdictional Information chapter 3
24:26 UK Regulatory Information
24:56 Singapore and Hong Kong Jurisdiction Details
25:26 Australia Regulatory Disclaimer
25:59 Trademark and Copyright Notice chapter 2
25:59 Latin America and Mexico Compliance Notice
26:29 Trademark and Copyright Statement

Transcript

Loading transcript...