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This toolkit outlines five core action areas investors can use to integrate decarbonization into long-term portfolio construction and governance. By aligning investment beliefs, risk appetite, benchmarks, incentives, and mandates with climate objectives, it provides a practical framework for embedding transition considerations into investment strategy and decision-making.
Risk and Resilience | Toolkit
11 April 2022 - This toolkit provides a structured conversation guide to help asset owners review and update their investment beliefs in light of decarbonization goals and climate risk. By prompting discussion on objectives, risk assumptions, return strategies, and success metrics, it supports the development of a clear, long-term investment philosophy aligned with evolving portfolio realities.
Risk and Resilience | Toolkit
11 April 2022 - This toolkit provides a structured conversation guide to help asset owners update risk-appetite statements in light of climate risk and decarbonization commitments. By prompting discussion on risk tolerance, potential trade-offs, and evolving sources of uncertainty, it supports clearer alignment between long-term strategy, risk management, and investment decision-making.
Mandates | Toolkit
11 April 2022 - This toolkit outlines a menu of terms investors can consider when designing investment mandates that align with long-term decarbonization objectives. Covering areas such as fees, benchmarks, reporting, engagement, and evaluation, it offers practical ways to structure asset owner–manager partnerships that support sustained performance and climate-aligned outcomes.