About this event

Join us for a webinar on Scientific Portfolio’s latest study, showing that climate alignment equity strategies are often seen as objective and solely science-based but in reality embed ethical choices. Moderated by Brendan Maton (IPE), the session featured Vincent Bouchet, Director of ESG and Climate Research, Scientific Portfolio and Shahyar Safaee, Deputy CEO & Business Development Director, Scientific Portfolio, who presented new findings from our latest study: “A Question of Ethics? Climate Alignment in Equity Portfolios.”

Key takeaways:

• Climate strategies, often viewed as purely science-driven, embed ethical choices that influence investment outcomes.
•  𝐌𝐞𝐭𝐡𝐨𝐝𝐨𝐥𝐨𝐠𝐢𝐜𝐚𝐥 𝐬𝐭𝐞𝐩𝐬  — from selecting reference scenarios to allocating carbon budgets — involve value-based decisions
• Using 𝐞𝐪𝐮𝐢𝐭𝐲 𝐩𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐦𝐨𝐝𝐞𝐥𝐥𝐢𝐧𝐠, we demonstrated how these choices can significantly affect results.

The study also highlights:

• 𝐏𝐫𝐢𝐧𝐜𝐢𝐩𝐥𝐞𝐝 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬  → focus on absolute Scope 1 emissions
• 𝐔𝐭𝐢𝐥𝐢𝐭𝐚𝐫𝐢𝐚𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 → emphasize efficiency
• 𝐇𝐚𝐫𝐦𝐨𝐧𝐢𝐬𝐭 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 → incorporate Scope 3 emissions