Industry bodies

Riding the AI infrastructure boom has proven more challenging than expected for Fermi America and may offer a parable for other AI-adjacent players. Fermi’s stock is down approximately 60% since its IPO last October as its anchor tenant failed to materialize for its planned massive data center and private grid.

The AI infrastructure buildout is one of the most powerful investment themes currently. Data centers require enormous, reliable power, and the public grid cannot deliver it on AI timelines. Fermi America assembled permits, land, pipeline rights, turbine equipment, and nearly $1 billion in financing with impressive speed to capture this opportunity. The team that has taken over may yet prove the thesis right, but the stock’s trajectory from $21 to under $9 underscores the challenge. And as Oracle’s shareholders learned again this week, even the market narrative has limits.

The company’s founder and CEO, Toby Neugebauer, was terminated for cause in April. Now he is soliciting shareholders to call a special meeting, expand the board by seven seats, and install a new director slate with a mandate to pursue an immediate sale of the company he built.

As in many proxy fights, there is a tension between management’s long-term strategy succeeding and an activist’s push for quick, short-term returns. Running the contest materials through Canbury’s ProxyPro platform using different investor personas, the director skill sets tell a divided story: Fermi’s current board is well-configured to build, permit, and operate a massive power infrastructure campus; the seven nominees Neugebauer has assembled are financial and governance specialists more naturally suited to orchestrating a sale.

Across the U.S., the need for housing, infrastructure, small business financing, and climate resilience in rural and underserved communities is accelerating.

Community lender investments in these areas can generate returns and help reduce risks from extreme weather, such as droughts, fires, and floods.

Yet institutional investors often perceive community lender investments as unable to deliver competitive risk-adjusted returns, citing barriers such as scale, liquidity, and risk perception.

This report from Ceres and the Justice Climate Fund reveals how private capital can be more effectively mobilized to close this gap.

Drawing on insights from more than 40 institutional investors, community lenders, and industry experts, the report outlines four key strategies to unlock greater private investment:

1. Traditional Financing Tools
2. Innovative Financing Models
3. First-Loss or Low-Cost Capital Strategies
4. Outside-the-Box Collaborations

[Selected by Mike (54) | Summarised by Fable 5 | Human-directed; AI-powered]

The latest Carbon Performance data for the world’s largest paper companies are now available on the TPI tool. This update covers 34 paper companies [1].  Together, these companies represent a combined market capitalisation of over $87 billion as of June 2026 [2].

According to the International Energy Agency, paper and pulp production accounted for just under 2% of total industrial emissions. Achieving net-zero scenarios requires the paper sector to accelerate reductions beyond past rates to remain on track, as demand for paper and paperboard products is projected to rise by 2050. For a deeper dive into the emerging trends from the paper sector, please see Sections 3.3 and 4 of our State of the Corporate Transition 2025 report. 

The TPI Global Climate Transition Centre (TPI Centre) methodology assesses historical and projected greenhouse gas (GHG) emissions, comparing them against sector-specific benchmarks to evaluate their alignment with the goals of the Paris Agreement.

• Explore the results of relevant companies now on the TPI tool.
• Read the TPI Centre’s Cement methodology note. 

The TPI Centre is the academic partner of the Transition Pathway Initiative (TPI), a global investor-led initiative supported by over 155 asset owners and asset managers. Based at the London School of Economics and Political Science, it is an independent and authoritative source of research and data on the progress being made by corporate and sovereign entities in the transition to a low-carbon economy.

[1] These assessments cover TPI companies outside the Climate Action 100+ (CA100+) universe, allowing earlier publication of results. This ensures investors have up-to-date data well ahead of the typical Q3 publication of CA100+ company assessments.
[2] Market capitalisation coverage is calculated for the companies for which this sector represents their primary activity. The calculation can change due to fluctuating corporate valuations, the size of the company universe assessed, or due to company sectoral reclassifications.

Oil and gas companies set to increase production and ignore climate commitments, study finds

• Low-carbon fuels and renewable electricity generation are the most pursued transition routes for oil and gas sector. 
• 0% of assessed companies have diversification plans at the scale required to reach net zero emissions by 2050. 

Major oil and gas corporations are planning to "increase their upstream oil and gas production" according to new research published today (17 June 2026) by the TPI Global Climate Transition Centre (TPI Centre) at the London School of Economics and Political Science (LSE).

The report analyses 22 leading global companies in two sectors critical to the low-carbon transition: 16 in oil and gas and six in diversified mining. These companies have a combined market capitalisation of over $2.8 trillion as of March 2026 and represent some of the world's largest extractive and key polluting companies.

Total oil and gas production across the 11 companies that disclose production guidance is set to reach 26.16 million barrels of oil-equivalent per day by 2030, representing a 14% increase from the 2024 level of 22.90 million barrels of oil-equivalent per day. This planned growth stands in contrast to the production decreases required to limit the rise in global average temperature in a 1.5°C or Below 2°C scenarios. It even exceeds the 5.9% global oil and gas demand increase projected for 2024-2030 under the Current Policies Scenario modelled by the International Energy Agency World Energy Outlook 2025, which is consistent with a 2.9°C global mean temperature rise by 2100.

The Transition Planning 2026: Decarbonisation strategies in oil and gas, and diversified mining report applies the TPI Centre's Net Zero Strategies (NZS) assessment frameworks to evaluate how companies plan to deliver emissions reductions, and assess the robustness of their transition plans. The NZS assessment data and methodologies can be used to better understand companies' transition plans in hard-to-abate sectors.

For the oil and gas sector, operational emissions reduction targets are widespread, including more advanced methane management practices, although detailed decarbonisation plans remain limited. Many of the assessed companies have committed to the highest standard of methane measurement and reporting under the Oil and Gas Methane Partnership and have pledged to end routine flaring by 2030. However, operational emissions targets, including methane targets, are rarely supported by detailed implementation strategies specifying the actions, technologies and interim milestones, indicating that implementation plans still lag behind stated ambition.

Despite diversification plans into low-carbon business models, none of the assessed oil and gas companies are planning a shift of sufficient scale to align with any low-carbon scenario. The authors state that even for the best performing company, “maximum calculated share of low-carbon energy in total energy production reaches only 5% by 2030, which, together with the fact that most companies are planning to increase their fossil fuel production, suggests that emissions reduction targets are not being backed by credible transition plans.”  

The authors also confirm that “the diversified mining assessments reveal substantial variation across commodities and business models.” While some companies retain exposure to coal mining, others have divested or are planning to exit. Approaches to addressing downstream processing emissions from iron ore and bauxite also vary significantly.

Mining companies show limited plans to scale key transition materials, with only two of six companies planning production increases for copper, and one having completed the acquisition of a lithium mining company in 2025. No expansion plans have been disclosed for other critical minerals beyond copper, including lithium, despite the significant growth in supply needed to support the low-carbon transition.

Seyed Alireza Modirzadeh, Project Lead, TPI Centre at LSE, said:

“Our findings show that major oil and gas companies are planning to increase production faster than demand, while making only limited progress towards a low-carbon business model.

“This short-sighted approach significantly increases their exposure to stranded asset risk, as the window to an orderly low-carbon transition narrows.”

David Russell, Chair, Transition Pathway Initiative Ltd., said:

"As the urgency of the low-carbon transition grows, investors need robust, independent evidence to distinguish credible transition strategies from empty commitments. 

“This new research from the TPI Centre on oil and gas and diversified mining companies is exactly the kind of rigorous analysis that investors need to engage effectively with the companies that are both most exposed to transition risk and essential to ensuring the transition happens."

-ENDS- 

Notes to editors     

• The TPI Global Climate Transition Centre (TPI Centre) is an independent source of research and data on the progress of corporate and sovereign entities in transitioning to a low-carbon economy. It is part of the Global School of Sustainability at the London School of Economics and Political Science (LSE).    
• The TPI Centre is the academic partner of the Transition Pathway Initiative (TPI), a global initiative led by asset owners and supported by asset managers, aimed at helping investors assess companies’ preparedness for the transition to a low-carbon economy. More than 155 investors globally, representing approximately US$92 trillion combined Assets Under Management and Advice, have pledged support for TPI [1].
• The TPI Centre is also the academic research expert of Assessing Sovereign Climate-related Opportunities and Risks (ASCOR).
  The report published today extends the analysis of the TPI Centre’s flagship trilogy: State of the Corporate Transition 2025, State of the Banking Transition 2025 and State of the Sovereign Transition 2025.
• For more information, please visit https://www.transitionpathwayinitiative.org.  
   

[1] This figure is subject to market-price and foreign-exchange fluctuations and, as the sum of self-reported data by TPI supporters, may double-count some assets.  

 
Related event: “Net Zero Strategies: From commitments to accountability in the real economy”

• Date: Tuesday 23 June 2026
• Time: 18.30 – 20.00 British Summer Time
• Venue: Malaysia Auditorium, Centre Building at LSE, WC2A 2AE
• How to attend:
  To attend in person, register here.
  To attend online, register here.

Report focus

Zevin Asset Management's 2026 Impact Report documents the firm's shareholder advocacy, proxy voting, and public policy action over 2024–2025. The report frames responsible investing not as a preference but as a discipline — tested by anti-ESG legislation across dozens of states, SEC rollbacks on climate disclosure rules and shareholder proposal rights, and an administration effort to redefine fiduciary duty as a mandate for short-termism. ZAM, a 100% employee-owned, majority women-led, certified B Corporation®, holds that durable investment returns depend on the health of the underlying system: how companies treat workers, manage risk, govern themselves, and respect communities and the environment.

Sustainability issues in focus

• Governance & accountability — corporate lobbying (direct, indirect, and through trade associations); alignment between stated sustainability commitments and political spending; shareholder rights under Delaware SB21 and new SEC no-action rules
• Worker rights & economic justice — living wages, noncompete agreements, freedom of association; immigration enforcement and its cascading labour-market impacts
• Technology & human rights — AI due diligence, data privacy governance, cloud services deployed in conflict zones and surveillance contexts
• Climate & place-based impacts — science-based targets, data centre energy and water footprints, EPA Endangerment Finding reversal

Engagement highlights

... features ... Unilever, Danaher, AbbVie, Apple, Digital Realty Trust, Analog Devices, Home Depot, Amazon and Alphabet

Other highlights

... features ... Proxy voting, Portfolio carbon intensity, Diverse ownership, FTC noncompete ban, Public policy

Report parameters

• Publication date: June 2026
• Period covered: 2024–2025

[Selected by Mike (54) | Summarised by Claude Sonnet 4.6 | Human-directed; AI-powered]

A conversation with the analyst.. here

Net zero commitments are proliferating, but are strategies being funded?

This report examines what capital flows actually reveal about transition credibility, linking corporate capex decisions directly to real-world climate outcomes

Published: April 2026

Summary: Covers engagement outcomes, voting records, collaborative initiatives and sustainability integration across public market portfolios.

Published: Spring 2026

Summary: Details voting activity, engagement themes and stewardship priorities across global portfolios. Includes climate, biodiversity and governance engagement case studies together with escalation examples.

Published: 2026 reporting cycle, April

Summary: Covers shareholder engagement, proxy voting, climate dialogue and ESG integration activities. Includes examples of company engagement on governance, sustainability reporting and transition-related issues.

Published: March 2026

Summary: Details on carbon capture, cement decarbonisation and sustainable building materials.

ESG docs here

Published: March 2026

Summary: Holcim's integrated report covers decarbonisation of cement and concrete, circular construction materials, low-carbon product revenues and climate transition initiatives.

Published: February–March 2026 reporting cycle

Summary: Covers operational decarbonisation, sustainable infrastructure, lower-carbon cement products and circular materials.

Published: March 2026

Summary: Focus on sustainable construction, energy-efficient buildings, insulation products and circularity initiatives.

The first comprehensive public ESG analysis of Space Exploration Technologies Corp.

We celebrate visionaries. We lionize disruptors. We invest billions in companies that promise to reshape our future. But what happens when extraordinary technical achievement exists alongside systematic failures in accountability, transparency, and governance?

SpaceX—valued at $750 billion, holding over $15 billion in government contracts, launching more rockets than any nation on Earth—operates in near-total ESG darkness. No sustainability report. No diversity data. No independent board. No financial disclosure. No climate strategy. No stakeholder engagement.

This is not an oversight. It is a choice.

After months of research drawing on regulatory filings, investigative journalism, legal proceedings, OSHA records, FAA violations, NLRB rulings, and employee testimony, I present the first comprehensive public ESG analysis of SpaceX.

The findings are dark.

Environmental Score: D Social Score: D- Governance Score: F Overall ESG Rating: F (0.6/5.0)

Key messages

• Switzerland stands out positively in terms of asset growth
• Financial industry remains committed in action more than in words
• Asset owners lead by commitment, especially on real estate
• Artificial intelligence is reshaping sustainable finance
• Nature-related investment opportunities are taking shape
• Extreme weather events are most material nature-related risk

The chemicals sector is the largest industrial consumer of fossil fuels and one of the world’s largest manufacturing industries by market capitalisation. 

This combination of broad economic influence and high emissions exposes the sector to transition risk and makes it a priority for credible decarbonisation pathways.

We are proud to launch our new Carbon Performance assessment for chemical producers, our 13th sectoral methodology, and one of the most complex we've tackled yet.

We've assessed 23 companies with a combined market cap of $1.02 trillion, comparing their historical and projected emissions against Paris Agreement-aligned benchmarks.

Given the sector's extraordinary heterogeneity, from petrochemicals to specialty materials, developing a credible, like-for-like framework was no small feat. Here's what we found, and how we got there. 

• Explore company results
• Read the methodology note

Early 2026 Marks Another Step Towards an ISSB Baseline, with Uneven Implementation

• ESG regulation broadened in early 2026 beyond corporate disclosure into fund labelling and taxonomies.
• Sustainability reporting is increasingly coalescing around an ISSB baseline, though adoption timelines and requirements still differ materially by market.
• Climate disclosures are being implemented first, while Scope 3 treatment, assurance standards and ISSB-EU alignment continue to constrain cross-border comparability.

... includes ...

• Regulatory Focus Is Broadening Beyond Corporate Disclosure
• ISSB Convergence Is Advancing, but Comparability Remains Limited
• Notable ESG Regulatory Developments – 1 January to 15 May 2026
• Global ESG Reporting Converges Around ISSB, with Uneven Implementation Paths
• Europe Remains Shaped by the EU's Separate Reporting Framework
• Upcoming ESG Regulations to Monitor

Following more than a year of intensive work, the FIR is publishing the first version of the VOICE method (Valuation of Influence in Corporate Engagement), a method for assessing the effectiveness and influence of shareholder and bondholder engagement.

This new VOICE method lays the solid foundations for a reference framework aimed at promoting a better understanding of engagement practices and to highlight high-quality engagements that have a real and lasting influence on companies. 

The method is structured around four tools designed to: 

• clarify the accounting of ESG engagements  
• assess the likelihood of engagement’s influence according to a proposed five-level scale
• report on ESG engagement practices 
• identify and mobilise the necessary resources

Published: 2026

Summary: Covers engagement, voting, investment solutions and responsible investment implementation, with a particular focus on stewardship outcomes and long-term investor dialogue.

Companies featured as case studies

• American Water Works
• China Construction Bank
• Ecolab
• GFL Environmental, Inc.
• Haier Smart Home Co. Ltd
• Lindt & Sprungli
• Mankind Pharma Ltd
• Roche
• Toyota Motor Corp
• Taiwan Semiconductor Manufacturing

Published: 2026 reporting cycle

Summary: Covers proxy voting, company engagement, climate stewardship, governance priorities and escalation activities. Includes detailed engagement statistics and case studies across global holdings.

... includes ...

During 2025, our engagement activities focused on three areas:

• Climate change and nature-related risks, including climate-related governance and disclosure, greenhouse gas reduction targets and transition planning, as well as biodiversity, deforestation, water management and resource use.
• Corporate governance, covering board composition and independence, succession planning, executive remuneration, audit quality and shareholder rights.
• Human rights and social matters, such as labour standards, health and safety, supply chain management, data protection, cyber security and ethical business practices.

Published: 11 February 2026

Summary: Includes dedicated sustainability statements covering talent development, fair labour markets, employee wellbeing, governance and environmental performance. Also complemented by Randstad's Local Sustainability Initiatives Report focused on workforce inclusion and the green transition.

Published: 12–13 March 2026

Summary: Integrated reporting from the global education and learning company. Sustainability disclosures are linked directly to workforce skills, lifelong learning, AI-enabled education, employee development and social impact. Pearson also publishes additional sustainability disclosures, climate reporting and assurance documentation alongside the annual report.

Published: 10 March 2026

Summary: Focus on employability, workforce skills, diversity, sustainable employability and social value creation, supported by dedicated non-financial reporting disclosures and sustainability methodologies.

Published: Spring 2026 reporting cycle

Summary: Focuses on climate advisory, environmental services, sustainable infrastructure and the firm's own operational footprint. Particularly useful given WSP's position as a major sustainability services provider.

Published: April 2026

Summary: Covers workforce development, diversity, employee wellbeing, human capital outcomes and the firm's role in supporting green and sustainability-related employment markets. The report also discusses sustainability governance and operational emissions.

With the SEC no longer vetting shareholder proposals, companies have started self-certifying their own exclusions. As shareholders push back and turn to litigation, this proxy season may prove to be a defining one for shareholder rights.  

When conflict disrupted gas exports through the Strait of Hormuz earlier this year, attention focused on gas prices and shipping lanes. But the shock travelled further — quietly rippling through fertilizer markets, where some producers were hit far harder than others, revealing how location-based risk can emerge deep within a supply chain.

In the wake of war in Ukraine and now in response to war in Iran, the fossil fuel industry has deployed a playbook of misleading narratives that push fossil fuels as the key to global energy security and affordability.

InfluenceMap’s research indicates that this strategy is more than just an opportunistic reaction to a global energy crisis.

In 2021, the fossil fuel industry predicted such a “black swan event upending the global political agenda” in the first half of the decade, and for years, it has acknowledged the likelihood and implications of the geopolitical and economic instability that might accompany a delayed global energy transition.

While the industry's strategy succeeded post-Ukraine, leading to new investments in fossil fuels, world leaders are beginning to recognize that fossil fuel reliance leaves countries vulnerable to future crises.

As geopolitical instability plunges the world into the second major energy crisis of the decade, the renewable energy and utility sectors are wresting back control of the energy security narrative, pushing back on decades of fossil fuel industry-driven misconceptions.

In response to the Trump administration’s repeal of major US environmental regulations and federal subsidies, automakers are reporting losses of tens of billions of dollars as they retreat from EV production. The industry’s lobbying against environmental regulations, however, may have contributed to the regulatory instability that it now faces.

US automakers have often emphasized the need for stable environmental regulations, citing the substantial time required to develop and manufacture new vehicles. Despite this, many of these automakers have lobbied for years to roll back US emissions regulations, either directly or through their industry associations, counter to a strong global trend towards the electrification of road transport, further accelerated by high oil prices resulting from the conflict in Iran, and the Intergovernmental Panel on Climate Change (IPCC)’s warnings that ambitious government regulations are needed to decarbonize the industry.

At the same time, they have inadequately disclosed these lobbying activities, keeping their own investors in the dark about their lobbying for the rollbacks that are causing regulatory chaos for the industry.

An Investor Note

This insight draws on InfluenceMap's assessment of BP and Shell's climate policy engagement from 2021–2025, using publicly available data and company disclosures up to the end of 2025.

With investor scrutiny intensifying ahead of both companies' 2026 AGMs, it considers what that record reveals about their positioning on the energy transition.

... includes ...

• Shareholder Scrutiny
• BP & Shell Regressing on Climate Policy Engagement
• Climate Policy Engagement Disclosures
• Advocacy as an Indicator of Strategy

The Takeaway

• Now entering our fifth year for this survey, this year’s qualitative phase gathered perspectives and insights from a series of live, in-depth interviews with 25 asset owners from around the world.
• This year, we recorded plenty of shifts in the market environment, global investment standards, regulatory standards, and policy in our conversation with global stewards of capital.
• Notable observations were a concerning yet necessary concentration in US market, increasing diversification to build resilience across global portfolios, a healthy caution around AI and growing interest in private markets.

Host:
Catalina Secreteanu, Managing Director, ESG Solutions, Europe, Morningstar Sustainalytics
Melissa Chase, Senior Content Marketing Manager, Morningstar Sustainalytics

Guest:
Bin Dong, Lead Analyst, ESG Methodology, Morningstar Sustainalytics
On the Evolution of Sustainable Investing and Constructing More Resilient Portfolios
In this episode of Sustainability in Conversation, we welcome our new co-host, Catalina Secreteanu. Catalina has worked in the sustainable investment space for the past 17 years, holding roles at UKSIF and Sustainalytics in the UK and Australia. During that time, she’s had a front row seat to how the industry has evolved. She shares her thoughts on where the market has been and where it’s going, as well as the challenges and opportunities along the ways.  

Markets respond differently to risk. So does portfolio performance.

Portfolio resilience, return potential, and purpose‑aligned priorities are not mutually exclusive.

Our latest research examines how different regions price risk, how investors can evaluate trade‑offs between resilience, returns, and sustainability, and how these dynamics shape portfolio construction with lasting performance implications.

Building on our 2025 analysis, we study stress‑tested US and EU equity market data across multiple major market shocks to demonstrate how portfolios perform under pressure—and why outcomes differ by market structure and regulatory environment.

Download the report to see how these risk signals can be applied across regions to strengthen portfolio resilience in any market.

Video here

Carbon dioxide and other greenhouse gases are rapidly warming the planet. But where do they come from? WRI experts explain which sectors emit the most GHGs.

Greenhouse Gas Emissions Come from 5 Sectors

To understand where emissions come from, it's helpful to break them down by both sectors (such as energy or agriculture) and "end uses," or the specific activities that emit greenhouse gases.

... also ...

• Industry Is the Fastest Growing Source of Greenhouse Gas Emissions
• Carbon Dioxide Makes Up Most, but Not All, Greenhouse Gas Emissions
• Understanding Emissions Flows Is Essential to Developing Climate Solutions
• Higher Ambition Starts with Clear Information
• Explore Emissions Data by Sector and Gas

"We asked four experts how this year’s El Niño may differ from past events."

The El Niño-Southern Oscillation (ENSO), or El Niño, weather pattern occurs naturally every two to seven years, making some parts of the world drier and others wetter. But this year’s El Niño is shaping up to be a different beast.

Scientists predict an increasingly likely “Super El Niño,” where ocean temperatures in the Pacific rise higher than 2 degrees C (3.6 degrees F) above average and alter atmospheric conditions more than usual. The result could be stronger, more persistent impacts around the world in the form of droughts, floods, cyclones, extreme heat and more.

Data on Global Forest Watch reveals that 34% of tree cover losses worldwide from 2001-2025 were likely the result of permanent land use change, meaning trees won’t grow back naturally.

This percentage nearly doubles in tropical primary rainforests, to 60%.

... includes ...

• Different Drivers of Tree Cover Loss Have Different Impacts
• Some Drivers Have Outsized Impacts in Specific Locations
• Different Drivers of Forest Loss Require Different Solutions

AIGCC's 7th-edition stocktake of 240 Asian institutional investors finds the climate transition entering an "implementation phase" — but the gap between net-zero ambition and credible transition plans remains the central challenge.

Focal points

• Investor climate work in Asia is moving into a third phase. After Phase 1 (measurement/disclosure) and Phase 2 (scrutiny/accountability and the rise of "greenwashing"), AIGCC reports that 2025 marks a shift to implementation — intentional capital allocation and stewardship aimed at real-economy outcomes rather than passive divestment.
• The execution gap is wide. 80% of AIGCC members have committed to net zero and 58% have set interim targets, yet only 42% have published a credible transition plan. Net-zero commitments without pathways "risk remaining aspirational."
• Policy advocacy disclosure among members has tripled in two years (19% → 58%), and capital commitments to climate solutions / transition finance have leapt from 18% to 68% (+50pp over three years). Physical risk disclosure has also more than doubled (29% → 61%).

Contents

... covers five themes ...

• Theme 1 — From Net Zero Commitments to Credible Transition Plans (the implementation gap)
• Theme 2 — Climate Investments: Growing Momentum but Scaling Challenges (priority opportunities: energy storage, renewables, green infrastructure, low-carbon transport)
• Theme 3 — Stewardship Approaches are Taking a Systems Lens (engagement, voting, system stewardship)
• Theme 4 — The Transition Lens is Widening (physical risk, nature/biodiversity, deforestation, Just Transition)
• Theme 5 — Policy Advocacy Disclosure Triples in Two Years (advocacy modes and outcomes)
• Sponsor case study (Kasikorn Asset Management): data-driven portfolio climate transition management in an emerging-market context

Methodology: desktop review of 240 significant Asian investors (116 asset owners + 124 asset managers, median AUM US$110bn, 84% headquartered across 19 Asian markets), of which 66 are AIGCC members. Supplemented by survey responses from 59 investors. Sponsored by S&P Global.

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

AIGCC's consolidated briefing across four Korean climate-finance reforms (KSSB disclosure roadmap, Climate Finance Activation Strategy, Transition Finance Guideline, 4th National Adaptation Plan, and Stewardship Code revision) — read together, they form a layered system whose effectiveness will depend on coherent operation rather than the ambition of any single measure.

Focal points

• Korea's climate-policy architecture is becoming a system. Over less than a year, authorities have introduced five reforms covering disclosure (KSSB Roadmap), mitigation finance (KRW 790tn Climate Finance Activation Strategy + Transition Finance Guideline), adaptation finance (4th NAP), and stewardship (Korea Stewardship Code revision — the first since 2016).
• Public capital cannot meet Korea's transition need on its own. The KRW 790tn envelope is significant but transition investment requirements are "in the thousands of trillions of KRW"; framework design must therefore catalyse private capital — including international institutional capital — via concrete risk-sharing structures (first-loss tranches, contracts for difference, blended finance), credible transition plans (TPT / GFANZ / IFRS S2-aligned), and sectoral roadmaps for steel, petrochemicals, cement.
• Korea is one of only two major jurisdictions (alongside Italy) whose stewardship code still does not address climate or ESG factors. AIGCC's recommended Code revision references climate-related risk as integral to fiduciary duty, recognises collaborative engagement (Climate Action 100+ style) and "systems stewardship" as legitimate, and asks asset owners to integrate climate stewardship performance into manager selection.

Contents

... consolidates four submissions made to Korean authorities between March and May 2026 ...

• Section 1 — Disclosure: Korea's Draft KSSB Roadmap (seven areas where the proposed FY2027 / KRW 30tn threshold roadmap should be strengthened, including bringing Scope 3 forward from 2031 to a one-year deferral)
• Section 2 — Mitigation Finance: Climate Finance Activation Strategy & Transition Finance Guideline (catalytic public finance design, sectoral roadmaps, credibility assessment, international alignment with ICMA / ASEAN Transition Finance Guidance)
• Section 3 — Adaptation Finance: 4th National Climate Crisis Adaptation Plan (only 5 of 210 Korean green bonds are classified as Climate Adaptation; bankable resilience pipelines, K-Taxonomy operationalisation, Climate Risk Maps 2029)
• Section 4 — Investment Stewardship: Korea Stewardship Code Amendment (climate as fiduciary duty, collaborative engagement, systems stewardship, manager-selection integration)
• Cross-cutting priorities: interoperability and international alignment, private capital mobilisation alongside public finance, institutional investors as policy-implementation stakeholders

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

AIGCC's first dedicated methane engagement framework for Asian institutional investors. Authored by Cammie Koh, supported by the Environmental Defense Fund, the framework targets oil and gas operators — the largest near-term climate lever and a sector where most abatement is net-revenue-positive.

Focal points

• Methane is uniquely actionable. Most oil and gas methane abatement costs less than the value of recovered gas — interventions are net-revenue-positive for issuers. Investors can drive measurable impact without conflict between climate ambition and financial performance.
• Asia is the priority geography for the framework: upstream and midstream operators where measurement infrastructure (continuous monitoring, OGMP 2.0 reporting) and corporate target-setting are less developed than at OECD producers.
• The framework gives investors a structured engagement playbook: a tiered ladder of escalating asks (commit → measure → target → reduce → verify), benchmark indicators for each tier, dialogue points tailored to NOCs vs listed majors, and use of voting / collaborative engagement as escalation tools.

Contents

... covers ...

• The methane case for investors: warming attribution, regulatory direction (US, EU, IMO), and the cost curve of abatement
• Asian oil and gas sector overview: emissions baselines, disclosure gaps, and engagement priorities
• Tiered engagement framework: ask ladder, benchmark indicators, escalation triggers
• Dialogue points for engagement with NOCs vs listed majors
• Collaborative engagement and voting as escalation tools

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

Pictet Asset Management's annual flagship Responsible Investment Report — covering engagement, voting, investment solutions, and thought leadership across its responsible-investment activity in 2025.

Focal points

• Annual stocktake of Pictet AM's RI activity: engagement themes, voting record, and integration across strategies.
• Pictet AM positions responsible investment as embedded in its investment framework rather than as a parallel ESG overlay — the report is the audit trail.
• The 2026 edition is the latest in an annual series and is the primary reference for clients and consultants assessing Pictet AM's RI credentials.

Contents

... covers ...

• Engagement programme: themes, dialogues, outcomes
• Voting record and stewardship priorities
• Investment solutions across thematic equities, multi-asset, alternatives, emerging markets
• Thought leadership and policy positioning

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

FAIRR's new Coller FAIRR Seafood Index benchmarks the world's largest publicly-listed seafood producers on the environmental and social risks material to long-term investors — expanding FAIRR's animal-protein materiality framework into the seafood supply chain.

Focal points

• First systematic seafood benchmark from FAIRR — builds on a decade of work on terrestrial animal protein via the Coller FAIRR Protein Producer Index.
• Coverage spans the biggest listed players across wild-catch and aquaculture, scoring them on material environmental risks (overfishing, biodiversity, climate, antibiotic use) and social risks (labour, traceability).
• Designed as an engagement and capital-allocation tool: investor members can use the Index to prioritise dialogues and identify outliers, both positive and negative.

Contents

... covers ...

• Benchmark methodology and scoring framework across material risk pillars
• Sector-level findings and outliers
• Engagement priorities for investors
• Implications for portfolio risk assessment in food and seafood supply chains

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

FAIRR Insight piece on a proposed Chilean deregulation package for salmon farming — raising biodiversity and oceans-risk questions for investors with exposure to Chilean aquaculture supply chains.

Contents

• The proposed regulatory changes in Chile and what they would alter for farmed-salmon production
• Material environmental and social risks: biodiversity, oceans, antibiotic use, labour
• Implications for investors in listed Chilean aquaculture producers and downstream consumer-facing customers
• Engagement angles for investors concerned about long-term licence-to-operate risk

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

Pictet AM's Mega thought-leadership piece argues that national-security risk and environmental risk — historically treated as separate portfolio considerations — are increasingly entangled, and need to be modelled as a dual threat to long-term investment returns.

Contents

• The case that planetary boundaries and geopolitical security risk now reinforce each other (resource scarcity, climate-driven migration, energy transition rivalry)
• Implications for sustainable-investment frameworks that treat the two risks separately
• Portfolio positioning: sectors and themes positioned to absorb or benefit from the dual-risk environment

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

Pictet AM Mega piece on bio-agriculture — framing biological inputs (biofertilisers, biopesticides, microbiome interventions, precision biology) as both a food-security necessity and an investment opportunity in the broader sustainable-food transition.

Contents

• The food-system challenge: feeding a growing population while reducing chemical and emissions intensity of agriculture
• The bio-agriculture toolkit: biofertilisers, biopesticides, microbiome, precision biology
• Investment angle: companies and value chains positioned to benefit as bio-inputs scale

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

Pictet AM's Ahead 2026 report, sitting under its Active Equity capability, gathers cross-team perspectives on the trends most likely to shape investment outcomes over the next horizon — with actionable inputs from Pictet's investment leaders and external thought leaders.

Contents

• Trends shaping the future of investments — cross-team and cross-discipline view
• Actionable insights aimed at portfolio managers and asset allocators
• Companion to Pictet's thematic equity, multi-asset, and alternatives frameworks

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

Baillie Gifford Investment Manager Helen Xiong (Global Alpha team) sets out why the firm bought Uber in early 2025 when the market was selling it on Tesla's robo-taxi announcement — arguing the market missed that Uber already operates the frictionless future Musk envisaged by blending human and autonomous drivers in one network.

Focal points

• Why Baillie Gifford bought when others sold. Uber matches passengers with Alphabet's Waymo AVs via its app in Phoenix, Austin and Atlanta, and has partnerships with Pony.ai, Baidu, Wayve, WeRide, Lucid and Nuro — positioning it to aggregate global robo-taxi demand rather than be displaced by it.
• Network advantage as structural moat. Waymo AVs on Uber in Phoenix were busier than 99% of human equivalents. A would-be competitor network has to flood capacity to meet rush-hour demand and then absorb idle vehicles at night — returns-per-vehicle collapse. Uber's mixed-fleet model expands and contracts with demand.
• The super-app angle. Uber One subscription (36m+ members), travel booking, in-app advertising, food delivery and stakes in Grab and Aurora point to a Uber-as-daily-utility play. August 2025's $20bn buyback signalled balance-sheet confidence. The recent NVIDIA partnership opens a path to level-4 fully autonomous vehicles on the network.

Contents

... covers ...

• Why Baillie Gifford bought during the Tesla robo-taxi sell-off
• Growth in current markets: penetration gaps (0.5% in India/Spain vs 6.5% in Australia) and ride-hailing + Uber Eats network effects
• Top of the robo-taxi rank: utilisation rates, scale advantages, ground-ops capability
• A 'super-app' and more: Uber One, travel booking, advertising, partnerships
• Waymo as another Baillie Gifford-held stake in future mobility
• Risk factors and disclosure

[Selected by Mike (54) | Summarised by Opus 4.7 | Human-directed; AI-powered]

Employment Type Full time Please note, where PRI has an office there is an expectation to work a minimum of 2 days per week
Location Hybrid · London, City of, UK

Seniority Mid-level
Closing: 11:59pm, 21st Jun 2026 BST

Uxbridge, United Kingdom
Mechelen, Belgium
Breda, Netherlands

Closing: 9:00am, 29th Jun 2026 BST

We are seeking an experienced and passionate Sustainable Product Manager to join our team to help with the development, positioning, and growth of our sustainable product suite. This role will focus on delivering innovative solutions, coordinating product initiatives, and deepening client engagement.

The successful candidate will join our dynamic team and work in collaboration with
the thematic leads under the guidance of the Director, Thematic Research &
Corporate Innovation, to support the development and implementation of the
engagement process handbook and associated risk management activities, and
closely follow the regulatory stewardship landscape and its potential impact on
FAIRR’s work. 

Job Identification 210756184
Job Category Firmwide Risk and Compliance
Business Unit Commercial & Investment Bank
Posting Date 09/06/2026, 19:16
Locations 277 Park Ave, New York, NY, 10172, US
Job Schedule Full time

The ESG Data Analyst will support a range of ESG quantitative analysis to support the Global Sustainability team as well as members of the equity, fixed income and multi-asset team focused on providing customized sustainable solutions.  

An exceptional opportunity has arisen to join the newly established Sustainable Client Solutions (SCS) Team in London. The SCS Team is responsible for working closely with Relationship Managers and Product Partners throughout in the Global Corporate Investment Bank, Japanese Corporate Banking Division, and Global Markets in the Europe, the Middle East, and Africa (EMEA) region in order to promote engagement on sustainable finance and sustainable advisory (i.e. ESG ratings, disclosures, and controversies), as well as spearheading EMEA’s Green Transformation (GX) strategy, all of which are core pillars of the region’s client solution proposition.

Job Location:  London, GBR
Global Grade:  Band 6
Work Type:  Office Working
Employment Type:  Permanent
Posting Start Date:  03/06/2026
Posting End Date: -

Closing date for applications: 15/06/2026

Location London, United Kingdom

Job type Permanent | Contract typeFull Time
Remote / On-site Hybrid

You’ll spend some of your time at home, working with your team digitally. You’ll also regularly work at your office or hub to collaborate with your colleagues.
Managerial / Technical Lead

(12 Month FTC- Family Leave Cover)
Principles for Responsible Investment
Employment Type Contract Please note, where PRI has an office there is an expectation to work a minimum of 2 days per week
Location Hybrid · London, City of, UK

Team CEO Office
Seniority Mid-level
Closing: 11:59pm, 21st Jun 2026 BST

As a Data Scientist, you will be embedded within Man Group's Responsible Investment (RI) function — working day-to-day alongside the RI research, stewardship and investment teams to deliver data-driven insights. 

Man Group is a leader in bespoke proprietary RI investment and has created several tools and datasets. In this role you will acquire, wrangle, map and analyse large structured and unstructured RI and sustainability datasets, acting as a subject matter expert at the intersection of data science and responsible investment. 

Work spans the full data lifecycle and is delivered through self-managed projects in close collaboration with the RI team and the wider Data & AI division. 

Working across a fast-moving, high-growth insurance business, you’ll partner closely with teams across Underwriting, Governance, Operations and Finance to ensure sustainability is practical, measurable, and embedded in decision-making. You’ll also support the ongoing development of our policy governance framework, helping ensure the right level of control, consistency, and oversight as we scale.

Employment Type Full timeThere is an expectation to be in the office 4 days and one WFH
Location Hybrid · London, UK
 
Seniority Mid-level
Closing: 11:59pm, 14th Jun 2026 BST

Are you passionate about Sustainable Investing and in particular Investor Stewardship? Investor stewardship is a core component of UBS Asset Management’s fiduciary and sustainable investing approach. We are seeking an experienced Stewardship Analyst to strengthen our corporate governance, proxy voting and engagement capabilities across global investments

The Investment Sustainability Solutions Team (ISST) is a multidisciplinary group of sustainable investment professionals specialising in sustainability data and research, stewardship and engagement, and sustainability policy and reporting. The team supports investment teams and their clients by helping them consider and integrate sustainability within the investment process, partnering closely with Investment Risk, Compliance, Technology, and Product to enable rigorous, data-driven investment decision-making. ISST operates as a highly collaborative, cross-functional group within Franklin Templeton’s global platform, offering an environment that values intellectual curiosity, partnership with portfolio managers, and continued development across evolving sustainability priorities.

[Posted 30+ days ago, ad still live]

We are seeking an experienced Senior Sustainability Consultant to play a key role in growing our ESG consultancy offering.  Working closely with our UK and international sustainability specialists you will support business development, strengthen our market presence, and promote our innovative sustainability services. The role is a blend of technical ESG expertise, client relationship and project management, providing crucial support to investors, asset managers, and corporate occupiers as they navigate regulatory demands, investor expectations, and operational performance goals

In your role as Senior Responsible Investment Associate, you will make a meaningful and valued contribution from the outset. This role will provide a great opportunity to support the delivery of PMG’s Responsible Investment strategy, ensuring consistent, efficient and high-quality execution across PMG asset classes and mandates. The successful candidate will bridge the gap between technical RI expertise and practical, value creation applications within private markets.

This is an exciting opportunity to shape and embed a new Sustainability Disclosure Oversight capability within Operations, tasked with providing a holistic review over global sustainability entity-level disclosures.

This role will ensure the accuracy, consistency, and alignment of Vanguard's sustainability disclosures; reviewing, benchmarking, and enhancing ESG content across frameworks and geographies. You'll challenge ESG data validation, conduct external comparisons, and drive continuous improvement to ensure our disclosures are clear, credible, and consistent.

[posted March 2 appears still to be live ad]

This is a Fixed Term Contract opportunity

Can be based in UK, South Africa, Chile, Peru, Brazil

The S&T Platform Strategy & Governance team is seeking an Associate in EMEA to support sustainability strategy, S&T product ideation, market intelligence, and governance activities across the S&T platform. The role sits at the intersection of sustainable product strategy, competitor and industry monitoring, platform analytics, and regulatory‑driven initiatives, with exposure to multiple stakeholders and cross‑functional strategic projects within GPS and BlackRock more broadly.

The Sustainability & Impact Client Solutions team mobilizes the full range of sustainability insights, advisory services and investment solutions across our client segments and asset classes (Publics Markets Investing and GS Alternatives, External Investing Group). We collaborate with sustainability teams across the division and firm to deliver the breadth and depth of our sustainability capabilities to our clients. We are seeking an associate to join the team in NYC to fill a unique role focused on developing differentiated insights on leading edge topics on sustainable investing and better serving our clients with content-rich advisory services. This role will work closely with our global team, in addition to working with our Institutional sales teams to deliver client solutions that focus on Sustainability and Impact Investing across public and private markets.  In addition, this role will work with various investment teams to support investment product development and broader delivery of our capabilities across different asset classes and across different regions.

As a Sustainability Analyst, you will play an active role in advancing Broadridge’s sustainability initiatives, contributing to the company’s progress toward its near-term and net-zero emissions reduction goals. In this role, you will manage data collection, analysis, and reporting tasks, support supplier engagement activities, and contribute to projects that advance our environmental commitments. This position provides hands-on experience in corporate sustainability, greenhouse gas (GHG) measurement, and sustainable supply chain management, while offering opportunities to learn from and collaborate with experienced sustainability professionals.

Please be aware that interviews are provisionally scheduled to take place during the week commencing 18th May 2026. Applications received after this date may not be considered but will be added to our talent pool for future opportunities, subject to your consent.

LGPS Central (LGPSC) Ltd is the FCA regulated asset manager for eight local authority pension funds across the Midlands.

Location Hybrid · London, UK

Team - Ri Solutions

Seniority - Junior

Closing: 11:59pm, 3rd May 2026 BST

This responsibility spans all factor, thematic, cap-weighted and sustainability & climate Indexes

The Director of Communications provides senior strategic communications leadership for PRI, using communications as a deliberate lever to reinforce PRI’s value, credibility and coherence with signatories and external stakeholders. The role shapes the external narrative, protects and enhances reputation, and translates complex technical and policy work into clear, decision‑useful messages that strengthen the enabling environment for responsible investment.