Transition investing: measuring credibility – Robeco

Explaining their approach to assessing company transition plans, including the repercussions on company capital and operating expenditure, and the implications for equity and bond investors.

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... The goal of net-zero emissions is said to be the greatest commercial opportunity of our time. At Robeco, they believe the best way to capture alpha from this opportunity is through an all-sector approach. This can be done through diversified exposure to companies that are providing low-carbon technologies, and also to heavy emitters whose ambitious decarbonisation plans mean they are leading the transition in their industry.

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