The UK government has revealed a strategic lease agreement with the Crown Estate, aiming to attract up to £60bn in private capital for GB Energy. Will this help shore up investor confidence for wind energy?
The UK’s Labour government didn’t waste time attempting to turn the tide on the country’s energy transition, as the King’s Speech today highlighted. But will it be enough to convince investors?
Two of the world’s largest pension fund investors, Japanese GPIF and Dutch APG announced a joint investment programme on infrastructure, what does this mean for their net zero journeys?
Only days after entering Downing Street, the new Labour government has lifted what it called a de-facto ban on onshore wind, could this provide tailwinds for investments in Britain’s onshore wind industry?
A US court has backed three New York City Pension Funds’ decision to divest from fossil fuels, dismissing a case put forward by conservative members
Vaishnavi Ravishankar, head of Stewardship at Brunel Pension Partnership takes stock of this year's AGM season arguing that climate stewardship is at an inflection point where alignment between managers and owners has to become a priority
UK citizens woke up to the news that the centre-left Labour party had won a landslide victory at the July the 4th General Election, investors are now carefully considering what the new political consensus could mean for the energy transition
CalPERS, the $495.3bn pension plan for Californian public sector workers revealed further details on how it plans to execute it pledge to invest $100bn in climate assets
Legal & General (L&G) has unveiled the L&G Private Markets Access Fund, offering its 5.2m defined contribution (DC) members access to private markets including investments in the energy transition
The IFRS Foundation announced today at London Climate Week that it will assume responsibility for the disclosure-specific materials of the Transition Plan Taskforce (TPT) and other reporting initiatives
Net Zero Investment Framework (NZIF) has been overhauled, including a greater emphasis on financing reduced emissions and widening the asset classes in the scope of the framework
Aegon’s default workplace fund has revealed details of its first private market investments, aimed at bolstering the fund’s net zero targets
Will Martindale, co-founder of Canbury Insights and author of “Responsible Investment: An Insider’s Account” argues that in an age of populism, investors should see their role as policy makers, rather than being mere policy takers
With the country shifting to the right, Dutch pension funds are facing mounting political pressure over their climate stance.
Union Investment, one of the largest managers in the German institutional market has taken further steps to cut back fossil fuel exposure across its investment fund range
Net Zero Investor sat down with Andrea Palmer, responsible investment lead for PGGM's Global Real Estate Portfolio to find out how the Dutch pension fund manager reduces its carbon footprint
German municipal utilities firms are eyeing the institutional investment market to raise cash for the energy transition
The German city of Bonn hosts SB60, the 60th meeting of UN subsidiary bodies, which will set the agenda for the 2024 COP29 summit this week. Here are five key topics for investors to watch
While Glencore's planned coal spin-off was received with caution by investors, the firm's CEO used the AGM to promise shareholders a binding vote on the decision
Exxon’s shareholders have voted to re-elect all directors, including chairman Darren Woods and lead director Joseph Hooley, despite an investor campaign against their leadership
Ahead of Exxon Mobil’s AGM, a group of 39 investors representing more than $5trn in assets have turned to the SEC to voice their concerns about infringements on shareholder rights.
Shareholders have voted to reject a climate resolution put forward at this year’s AGM whilst backing Shell’s energy transition strategy but calls for more transparency on short-term targets dominated the meeting
Emmy Shaw, an analyst at Canbury argues that the new climate legislation introduced in California has the potential to have a much wider reach
Paul Rissman, co-founder at Rights CoLab sets out why he disagrees with the view that asset owners should maintain modest objectives when it comes to tackling climate change
French lender BNP Paribas has effectively ceased to participate in the issuance of bonds by the oil and gas sector, the bank confirmed at its AGM this week, in one of the most drastic pushbacks to fossil fuel lending so far
The scramble for critical minerals to the energy transition has been at the heart of BHP's bid to take over Anglo American but investors warn that it could become detrimental to a sustainable transition
Ahead of Exxon Mobil’s AGM on 29 May, the state comptrollers for Maryland and the treasurer for Illinois have also joined the pushback against Exxon's leadership
NZI caught up with Lucas Schoeppner, manager Sustainable Investment Stewardship at Wespath to find out why he is calling for a vote against Exxon's leadership
Riccardo Rebonato, professor at EDHEC Business School doesn't believe climate change will trigger a Minsky moment, he explains why investors should still be wary of current valuations
Oil giant Shell is putting Liquified Natural Gas (LNG) at the heart of its expansion plans but ahead of its AGM, asset owners warn it is failing to meet Paris targets
UK master trust Now:Pension has ceased relationships with its third party managers over stewardship misalignment. NZI caught up with Keith Guthrie, head of sustainability at Cardano and Now:Pensions to find out more
Picture highlights from Net Zero Investor's second Nature Positive Investment Forum
Brunel Pension Partnership has announced that it will vote against all all management resolutions at the forthcoming Exxon AGM in response to the oil firm's legal threats against shareholders
Tom Gosling, executive fellow at London Business School argues that by aiming for less, asset owners can achieve more as universal owners
First impressions from Net Zero Investor's second Nature Positive Investment Forum held at the London Stock Exchange
MN, Climate Action 100+ lead investor for Shell has confirmed that it will back a climate resolution put forward at this year’s AGM
With the UK pensions regulator reviewing climate risk disclosures, Lara Rutty, director at Cardano examines how trustees gain a better understanding of climate risks in their portfolios
CalPERS CEO Marcie Frost has issued a stark warning to US oil giant Exxon, stressing that shareholders would not be silenced on climate change
Oil giant Exxon Mobil has successfully filed a No Action Request against a resolution put forward by As You Sow, but shareholders are now calling to vote against the board
Michael Cohen, chief operating investment officer of the at $462.8bn US pension fund CalPERS has been appointed as chair of the Steering Committee for the investor coalition Climate Action 100+
Josephine Richardson, head of Research at the Anthropocene Fixed Income Institute examines how investors can steer nature positive outcomes in their bond holdings
European stock market growth has been dominated by a handful of companies dubbed the “Granolas”, how are they scoring on net zero?
The Science Based Targets initiative (SBTi) is embroiled in a row over carbon credits, with some staff calling on their CEO to resign
While most major pension funds have now adopted net zero targets, a common measure of emissions at portfolio level is still lacking argues Arun Muralidhar, who has examined the carbon footprints of Dutch pension fund portfolios
What are the key shareholder resolutions at energy firms that climate-conscious investors should be keeping an eye on this proxy season?
Jason Fletcher, former CIO at London CIV argues that while both shareholder and policy engagement have their merits, investors should not discount the potential impact of engaging with companies
Coalition talks in the Netherlands could pose headwinds for the country´s energy transition. Leading representatives of the Dutch pension industry are now urging to make climate a priority
Some of the world’s largest listed oil and gas firms have come under fire for insufficiently preparing for the energy transition. Research reveals significant divergence between firms, who are the leaders and laggards?
Swiss asset owners find that their stewardship priorities are not always replicated by their managers
Analysts are deeply divided when global demand for oil is likely to peak. NZI examines why asset owners are still struggling to manage the uncertainty around the transition timeline
Europe’s largest pension fund, the Dutch public sector fund ABP plans to open its North Sea energy development Noordzeker to more than 700 energy cooperatives
Could US stock market concentration become a stumbling block on the road to net zero?
New EU rules could trigger fines for firms with insufficient climate transition plans legal experts warn
Anglo-Dutch oil giant Shell has come under fire for dropping its short-term emission reduction targets, campaigners suggests the firm is anticipating a delayed energy transition.
Net Zero Investor brough together senior investors for DC, DB, LGPS funds to discuss new strategies to invest in the energy transition
Swiss and French investors are casting a critical eye on corporate stewardship reports in a bit to enhance accountability ahead of the 2024 AGM season, Ethos Foundation revealed
The US Securities and Exchange Commission has voted to adopt a watered-down version of its climate disclosure rule but dropped reporting requirements, the move was welcomed by investors who said more needs to be done
The People’s Pension, one of the UK’s largest private workplace pension providers has introduced an overhaul of its investment strategy, with more than half of its assets to be invested in climate aware equity strategies
Canada's largest pension fund still have catching up to do when it comes to tackling the climate crisis argues Patrick de Rochie, senior manager at Shift Action for Pension Wealth and Planet Health
While some of the world’s largest managers have publicly retreated from CA100+, asset owners reiterate their commitment to tackling climate change and stress the importance of stewardship alignment with managers
Climate Action 100+ exits and the Exxon case against shareholders raise the question: can asset owners still exercise influence over climate transition planning at oil and gas firms?
The New York State Common Retirement Fund has announced divestments in eight oil and gas companies whilst doubling its investments in climate solutions
Despite a short-term profit boost, fossil fuel stocks have dragged down global equity indices, as the energy transition picks up pace, their outlook is even gloomier
Norges Bank Investment Management, a significant investor in US oil giant Exxon has raised concerns about the dilution of shareholder rights following Exxon’s decision to take two investors to court
Colin Tissen, advisor responsible investment at PGGM, the asset manager for Dutch pension fund PFZW explains why the fund has opted to drastically cut its investments in fossil fuels
Joel Moreland, principal consultant Social and Environmental Finance argues that there is little benefit in engaging with oil and gas firms on climate targets
Barclays, one of the five largest banks in Europe has confirmed today that it will no longer fund new oil and gas projects, a move that was welcomed by activist shareholders
PFZW, the €237.8bn pension fund for workers in the Dutch healthcare and welfare sector has confirmed that it has now sold off the bulk of its fossil fuel holdings, including positions in Shell, BP and Total Energies
Climate change is a financially material factor which trustees should consider as part of their fiduciary duty, a UK committee advising investors on financial law has argued
While private equity has had a challenging year as fundraising slumped to a six-year low, funds banking on the energy transition appear to beat the odds
Delegates representing some of the UK's largest master trusts took place in the one day event to discuss how defined contribution funds can tackle climate change in their portfolios
Net Zero Investor’s second Defined Contribution (DC) Forum drew a broad array of investors to the London Stock Exchange to discuss how DC funds are adapting their portfolios to the energy transition
Hortense Bioy, global director of Sustainability Research at Morningstar sat down with NZI editor Mona Dohle to examine why investors are turning from low carbon to energy transition funds and if the US elections could become a stumbling block on the road to net zero
The energy transition is often presented as extremely costly but Kingsmill Bond and Sam Butler-Sloss at the Rocky Mountain Institute (RMI) argue that this is not necessarily true
Paul Tinslay, a professional trustee at Dalriada examines steps the UK government could take to attract more DC investment in the energy transition
Oil giant Exxon Mobil is taking its shareholders to court over their climate activist resolution for this year’s AGM. What are the implications for climate stewardship?
Jennifer Devine, head of the Wiltshire Pension Fund, a £3bn UK local authority pension fund explains why her team made the decision to sell all oil and gas firms by 2030
Campaign group Follow This has revealed that its resolution for the 2024 Shell AGM will abandon a hard date for interim targets and focus on the broader adoption of Scope 3 reporting
Imraan Mohammed, Climate Opportunities portfolio manager at Border to Coast examines why the COP28 pledges could offer significant tailwinds for the energy transition
Swedish pension fund AP7, which manages around $87.6bn in assets, has come under criticism from environmental campaigners over its investments in Saudi Aramco
Anatole Boute, professor at the Chinese University Hong Kong specialising in Energy Law argues that current investor compensation rules do not yet accurately value the cost of the energy transition
As part of our new podcast series, NZI with Mona, Net Zero Investor sat down with Brightwell CIO Wyn Francis to discuss the challenges of decarbonising a fixed-income heavy portfolio.
Jason Fletcher, former CIO at London CIV examines how the next UK government could scale up investment in the energy transition
The UK's rapidly growing master trust market could become a key player in the transition towards a net zero economy
Mick McAteer co-director at the Financial Inclusion Centre and former FCA board member argues that the UK watchdog's sustainability disclosure and investment label regime will not be enough to hold investors accountable for climate harm
Rising interest rates have led to increased institutional allocations in fixed income assets but this also raises concerns about decarbonisation strategies for bond portfolios
A coalition of investors representing over £250 billion in assets has teamed up with LGPS pool London CIV to call for a wider adoption of pass-through voting by asset managers
Net Zero Investors Annual Conference took place at the London Stock Exchange this week, attracting senior investors to discuss the future of net zero investing
Leaked policy documents from COP28 reveal that fossil fuel pledges have been watered to 'phaseout' rather than 'phasedown', why does the row over a word matter to investors?
Net Zero Investor’s second Annual Conference at the London Stock Exchange in London demonstrated a strong sense that the global energy transition has now hit a crucial turning point
In the wake of Finance Day at COP28, investor coalitions on climate change took the opportunity to outline their guidelines on transition planning
With COP28 kicking off in Dubai, Net Zero Investor took a closer look at the key investment and finance themes on the agenda
Leaked documents suggest that COP president Sultan Al Jaber used his role to strike new oil and gas deals but also attempts to gain influence in renewables markets
Net Zero Investor sat down with Tony Juniper, chair of Natural England to discuss the long-term case for nature positive investments
The UK government is betting on investment incentives rather than stimulus to attract net zero investment. We took a look at five key talking points for green investors in this year's Autumn Statement
With bonds making a comeback, Net Zero Investor spoke to Railpen's Chandra Gopinathan about his efforts to create greater accountability on climate targets for bond issuers
Ahead of COP28, Net Zero Investor takes a closer look at the distribution of subsidies across the globe. To reach global climate change targets a scale back of subsidies is essential. But could this impact the investment case for these assets?
CalPERS, the largest public pension fund in the US is planning a significant overhaul of its climate strategy, including doubling its investments in climate solutions by the end of the decade
As developers pull out of wind projects in the US and UK, how can investors in renewables protect themselves in an increasingly challenging environment?
Investors are divided on how to tackle the UK’s energy transition, and the role of policy makers in leading the net zero agenda