Lombard Odier Transition Investment Summit

I recently had the pleasure of speaking at Lombard Odier Investment Managers Transition Investment Summit alongside Hetal Patel and Budha Bhattacharya, in a panel moderated by Sophie Gilmore. Our discussion centered around the challenges associated with sustainability metrics. Here are some key takeaways:

• Sustainability disclosure regimes like TCFD, SFDR and even SDR have placed too much emphasis on the sustainability performance of funds and not enough focus on company climate transition plans – which is what matters to bring about real change.

• The complexities and challenges surrounding sustainability metrics are driven as much by the data’s inherent characteristics, as they are driven by our ability to effectively use and apply those metrics in our decision-making processes.

• Before thinking about metrics – investors need to think about process. Process drives positive sustainability outcomes, not disclosure.