Climate-Focused Investing: Two Approaches for Equity Portfolios
Erin Bigley: There are several different ways you can approach investing in the climate-focused space. Can you each tell me a little bit about the different styles of climate-focused investing?
Kent Hargis: One strategy is more of a core-focused approach, being more diversified across sectors, across countries, identifying high-quality companies that are at reasonable prices that are having a positive effect on climate change.
David Wheeler: A solutions approach is thinking about the challenges of climate out there. And there’s really two things. One is the need to reduce emissions, and the second is to adapt to the impacts of climate change that are already happening. So our approach is to invest in companies whose products and services…