“Gaat u de rally voor clean energy missen... opnieuw?” Verleden, heden en vooral de toekomst van investeren in de energietransitie.
De energietransitie is de term die nu op grote schaal wordt gebruikt om de structurele veranderingen te beschrijven die zich voordoen in het wereldwijde energiesysteem.
Aangezwengeld door de klimaatcrisis zijn er vier aanjagers van deze energietransitie:
- - overheidsbeleid;
- - technologie;
- - verandering van de voorkeuren van de consument;
- - verandering van de voorkeuren van de beleggers.
Deze vier factoren werken in een ‘feedbackloop’, zodat de energietransitie waarschijnlijk zal versnellen in de komende tien jaar.
De transitie is een kans op groei op korte, middellange en lange termijn, zowel door meer investeringen in de koolstofarme economie als door bevordering van innovatie en technologische vooruitgang.
In onze benadering van de energietransitie is het begrip "rechtvaardige overgang" opgenomen om ervoor te zorgen dat de transitie inclusief zal zijn en zal inspelen op de behoeften van werknemers en gemeenschappen en regio's die het meest door de klimaatverandering worden getroffen.
Onze Net Zero Roadmap onderstreept ons commitment met betrekking tot onze investeringen en stewardship in deze transitie.
Meer weten? Download hier ons 2023 Sustainability Report.
Meer weten? Download hier ons 2023 Sustainability Report.
BNPP AM is the source for all data, as at 31/12/2023.
1 Environmental, Social and Governance. ESG assessments are based on BNPP AM’s proprietary methodology which integrates all three aspects of E, S & G.
2 Sustainable Finance Disclosure Regulation
3 Article 8 funds: promoting environmental and/or social characteristics / Article 9 funds: having a sustainable investment objective.
4 Within our open SFDR Articles 8 and 9 funds, totaling assets of €252bn, the weighted average overweight in Sustainable Investment stands at +15%, equivalent to €36.8bn in fund assets. Exact figures may fluctuate with market conditions.
5 Based on our environmental and social expectations.
Disclaimer
Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.
Environmental, social and governance (ESG) investment risk: The lack of common or harmonised definitions and labels integrating ESG and sustainability criteria at EU level may result in different approaches by managers when setting ESG objectives. This also means that it may be difficult to compare strategies integrating ESG and sustainability criteria to the extent that the selection and weightings applied to select investments may be based on metrics that may share the same name but have different underlying meanings. In evaluating a security based on the ESG and sustainability criteria, the Investment Manager may also use data sources provided by external ESG research providers. Given the evolving nature of ESG, these data sources may for the time being be incomplete, inaccurate or unavailable. Applying responsible business conduct standards in the investment process may lead to the exclusion of securities of certain issuers. Consequently, (the Sub-Fund’s) performance may at times be better or worse than the performance of relatable funds that do not apply such standards.
