ABOUT THIS EPISODE
In alternative investments, climate change is increasingly moving from the sustainability function into the investment committee. Private equity, private debt, real estate, and infrastructure investors are discovering that climate risk is not simply a reporting obligation or an ESG consideration. It can directly affect cash flows, capital expenditure, financing costs, debt capacity, terminal value, and ultimately investment returns.
English
United States
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SEARCH PAST EPISODES
Search past episodes of Continuous Improvement .
OTHER EPISODES IN THIS PODCAST
Uncertainty is often treated as a problem to be solved. Organizations commission forecasts, build business cases, develop scenarios, and create increasingly sophisticated models in the hope that better information will make the future predictable. Yet the most consequential decisions in an enterpri…
The transition to a net-zero economy is no longer a peripheral ESG initiative. It is an economy-wide structural transformation that is changing the assumptions underpinning investment, risk management, valuation, and capital allocation. Climate change is increasingly moving from the sustainability …
The investment management industry is facing a fundamental architectural challenge. For years, environmental, social, and governance (ESG) factors have often been treated as overlays—separate datasets acquired from external vendors, stored in specialized platforms, and consulted by investment teams…
The early years of sustainable finance were largely defined by exclusion. If a company operated in a high-carbon sector, portfolio managers could apply a screening rule, remove the security from the investable universe, and move on. From an architecture perspective, this was relatively straightforw…
Disclaimer: The podcast and artwork embedded on this page are from Victor Leung, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
