PGGM

The opportunities of the decarbonisation boom are nigh endless. But a rising tide won’t lift all boats, and there’s plenty of ‘worst in breed’ companies that will surprise to the downside.

Events of the past two years have led to many changes. In the investment world, perhaps none is more apparent than a new level of activism by pension funds. Managers and investee companies beware. At a plenary session at last week’s PRI Digital Conference (October 18-21), ‘Fund Governance for the Next Generation’, representatives of three…