RESEARCH
Measuring Real World Decarbonisation in Equity Portfolios
26 May 2026
Large institutional investors can materially impact global decarbonisation with their capital allocations without compromising on investment returns. Efficient markets will price in the cost of carbon abatement at whatever level they feel policy makers will financially incentivise and companies will choose to decarbonise in the name of long-term shareholder value maximisation. Institutions are financing over $100 trillion in market value of public companies including those that emit heavily and those that don’t.