Insights | March 26, 2024

GMO Horizons

Employing Green Revenues in the Pursuit of Net-Zero Objectives

Trillions of dollars will be required to transition to a sustainable economy, and asset owners will inevitably need to deploy more capital into climate solutions to achieve their net-zero goals. Indeed, investing in climate solutions is part of a holistic and comprehensive approach to managing climate change risks. But strategies that focus on just one facet of climate change, namely emissions, may miss out on opportunities among “green” business activities, for example, companies that enable emissions reductions. But how does one identify and measure such activities across the global equity universe in a transparent and systematic way?

In this paper, we discuss how the GMO Horizons Strategy utilizes green revenues data to provide a more comprehensive and impactful climate solution. 

Contact Us to read the full research paper or contact your GMO representative.

 

This paper is intended for institutional, accredited investors and qualified purchasers only.  
Disclaimer: The views expressed are the views of the GMO Systematic Equity team through the period ending March 2024 and are subject to change at any time based on market and other conditions. This is not an offer or solicitation for the purchase or sale of any security and should not be construed as such. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.
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