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        Climate Data Nuances in Equity Index Portfolios

        Learn how to account for the skewness, concentration and sector biases that are inherent in climate data and that can impact investment opportunities and portfolio goals like diversification.

        Xiaole Sun, CFA
        Senior Researcher
        Rehan Mohamed, FRM
        Senior Researcher
        Mohit Rakyan
        Senior Researcher

        In our recent paper, “Weathering the Storm: Exploring Climate Strategies,” we explored the main approaches to integrating climate considerations in investment portfolios.

        In this article, we dive deeper and look at some nuances in climate data that need to be considered prior to implementation of climate objectives in equity index portfolios.

        Download PDF

        More On: ESG

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