
Episode #12
Exploring climate scenarios
In this episode of FTSE Russell Index Ideas, Stephanie Maier, global head of sustainable at FTSE Russell and Thomas Bremner Bligaard, Managing Director and co-founder of Planetrics, talk about climate scenarios following the fracturing of the global consensus on 2050 net-zero targets. They discuss how best to price climate risk and integrate transition and physical risk into a combined portfolio view. Chapters (00:00:01) - Introduction (00:01:13) - What is climate risk analytics? Meet Planetrics (00:01:48) - FTSE Russell & Planetrics climate index partnership (00:02:26) - Why global climate policy is becoming more fragmented (00:03:40) - Net zero progress: where the energy transition is succeeding and lagging (00:04:35) - Climate scenario analysis in an uncertain world (00:06:17) - How asset owners are managing climate risk and investment opportunities (00:07:50) - Pricing climate risk in investment portfolios (00:09:10) - Physical vs transition risk: building a complete climate risk view (00:11:04) - Climate scenario-based indices and the future of sustainable investing (00:11:55) - Planetrics & FTSE Russell indices (00:12:37) - Closing remarks

