Episode 117

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Published on:

5th Nov 2024

Carbon misconceptions in active investing portfolios with Guido Baltussen

Many in the investment community believe that implementing net zero policies comes with high risk and is incompatible with active investing, but is this really true?

To discuss this, Guido Baltussen joins us on the podcast today.

Guido is Northern Trust Asset Management’s International Head of Quantitative Strategies.

He recently put out a paper on ‘carbon misconceptions’ and the impact of net zero commitments on equity portfolios.

This episode covers how investors can apply conventional portfolio construction techniques to achieve net zero targets, and how to achieve alignment with multiple sustainability objectives without taking significant active risk.

Guido joins host Rose Mary Petrass, senior journalist at FS Sustainability. 



This podcast uses the following third-party services for analysis:

OP3 - https://op3.dev/privacy
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About the Podcast

The Greener Way
Conversations about people, planet and profit-for-purpose in a complex world, brought to you by the publishers of FS Sustainability.
The Greener Way is your podcast for exploring the big environmental, social and governance questions. Each week, The Greener Way will focus on deep conversations with investment and corporate experts who are deeply engaged in managing the sustainability challenges facing our planet.

From climate change to biodiversity, human rights and modern slavery to corporate purpose and governance, we tackle head-on the nuances and trade-offs of our complicated world.

The Greener Way is the podcast of FS Sustainability, the premier weekly trade publication that covers how investors and companies are changing real world outcomes across environmental, social and governance issues.