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Philipp Hildebrand: An extraordinary opportunity lies ahead of us.
Alex Brazier: We're here to talk, not just about, the why but the how (of transition investing.)
Isabelle Mateos y Lago: the concept of going from shades of brown to shades of green
Title: Speed matters!
Paul Bodner: This is after all the induced change to the economy ever attempted and speed matters.
Emily Woodland: If Asia doesn’t get the transition right, the world doesn’t.
Mark McCombe: The question of the transition and how to navigate it is real for everyone.
Larry Fink: We want to have a conversation with more and more companies moving towards new technologies on decarbonization.
Title: We have to focus on innovation
Mark Wiedman: So to get to real zero. What's the number one thing that has to happen.
Francesco Starace: We have to focus on innovation. Innovation will get there.
Nicholas Chui: The investment opportunities within the public markets has only grown by leaps and bounds
Carolyn Weinberg: We believe investors cannot meaningfully reduce transition risk without navigating these core portfolio obligations.
Tom Donilon: Geopolitics has really come to the energy markets, that’s really kind of the headline.
Sandy Boss: We recognize the commitment and competence of many of these companies. They recognize that the transition is now. They understand that is important to have great plans and great action. Excellent capital expenditure plans. Business models that are dramatically changing, sometimes over multiple decades with very clear targets. That said, not every company is on that same journey
Title: We want to make solutions, and solve problems
Manuela Sperandeo: I think the shift to sustainability has really, in my mind, changed and transformed the whole indexing ecosystem.
Jane Sloan: Data is at the heart of ESG investing and we are using ESG data in many ways.
Larry Fink: We want to make solutions and solve problems. And what my commitment, if we can do that, is we are going to create more opportunities for great long-term investing.
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This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of June 2022 and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.
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BlackRock hosted a Global Client Summit on transition investing
At our two-day Summit, BlackRock leaders, corporate executives and investors at the forefront of transition investing discussed the massive reallocation of capital, the implications of policy and geopolitics, the importance of data, and the role of innovation in driving the transition.
Why does the transition matter for our clients?
We are hearing a range of questions about the net zero transition and how it will unfold as the economy undergoes a profound transformation – how to hedge portfolios against physical risk and transition risk? What are the biggest investment opportunities? Which companies will thrive in the transition?
Climate risk is investment risk
On top of physical climate risks, companies and asset owners must now grapple with the transition. The transition will reshape the global economy whether it is managed successfully or not.
The net zero journey has started
The net zero journey has started but it will be uncertain and uneven. It is driving stark changes in company fundamentals and asset valuations.
Investment risks and opportunities resulting from transition
Foresighted companies — including across carbon-intensive sectors — are transforming their businesses for decarbonization.
Bottom line
Our bottom line: The speed and shape of the transition are deeply uncertain and investors cannot ignore it.
Ways society is navigating the net zero transition
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The real leaders of net zero
The path to zero carbon plastic featuring Dow
Dow CEO Jim Fitterling talked with Mark Wiedman about how Dow is decarbonising its production processes and why circular economy can help rid our planet of plastic waste.
We need to make sure that the waste is managed properly. And one of the most effective ways to do that is to be able to create a market for that waste material.
The power of clean energy featuring ENEL
Francesco Starace, the CEO of the Italian power giant ENEL, joined Mark Wiedman to discuss how during his tenure he has overseen the expansion of clean energy and to share his vision for the future of energy.
The answer is digitalization. So you have to digitize the networks so that they go in two directions, not just in one, not just from the generation to the consumer, but from the consumer back, or to a consumer to another consumer.
The role of utility companies in the transition featuring Engie
Catherine MacGregor of global utility company Engie discussed the role of green hydrogen and why the cost and the speed of the transition are among her top concerns.
The incremental costs of the energy transition is something that one, we have to minimize, and two, we have to make sure that it is distributed in as socially responsible way as possible.
Powering the transition through electrification and cross-sector
Peter Voser, Chairman of ABB, talked with Mark Wiedman about why the global tech company is focused on electrification and automation, the importance of cross-sector collaboration and how they are helping industrial sectors become more reliable, more efficient and less carbon intensive.
We need to break down some barriers, get out of our silo thinking, and actually collaborate and work as industries together.
Investor approaches to the transition
The transition involves a massive transformation of our economy, of our world and how people buy and sell and make and move things. In this video series, BlackRock unpacks creative investor approaches to effectively navigate these changes.
BlackRock is Here for the How
We can help you navigate, drive, and invent the transition to a low-carbon economy.
Meet BlackRock leaders
We asked a few BlackRock executives, “What about your job at BlackRock makes you feel like you are positively contributing to the energy transition?”
Our platform invests in Real Estate and Infrastructure and has a direct impact on the transition to a low-carbon economy. Whether it is investing into LEED certified buildings, an offshore wind farm or electric vehicle charging stations, our investments help our clients achieve their goals and contribute to making the world a more sustainable place for my children and generations to come. This makes my job extremely exciting, and I am proud to be helping to decarbonize the world.
Transitioning to a low-carbon economy is probably the most important and complex change to the global economy we will see in our lifetimes. Getting it right will shape the financial well-being of people all over the world, and it’s a privilege to be working on this issue here at the heart of the financial sector.
I’ve been passionate about and invested in the energy industry for decades, as it meets a basic human need, and is going through massive change as it transitions to a cleaner future. These changes are very complex and require major technological innovation, immense future capital expenditure and deep industry expertise. This intricate puzzle, as we transition, is both fascinating to me personally, and critical to the future of a net zero world.
The low-carbon transition is and will be the driving force to delivering a safe, global climate to future generations. It is also the driving ideal of my career to be part of an emerging, growing, and important sector of the policy and economic realms associated with the energy industry? From local meetings about project development, to conference rooms working out financing structures to the sites where jobs are created and clean energy is generated, transmitted, and utilized – the low-carbon transition delivers challenges and opportunities consistently. It is truly a local and global issue that is key to achieving a sustainable future.
Discover how our actions drive meaningful change globally
Across the world, we strive to advance sustainability as we believe the impact of climate risk poses not only environmental risk, but also investment risk. We are taking steps globally to mitigate those risks and help communities transition to a low-carbon economy.
Meet BlackRock leaders at the forefront of this transformational shift
Our leadership and investment teams are committed to help you navigate, drive, and invent the transition to a low-carbon economy.
Philipp Hildebrand
Vice Chairman
Mark Wiedman
Head International and of Corporate Strategy
Anne Valentine Andrews
Global Head of Real Assets within BlackRock Alternative Investors
Paul Bodnar
Global Head of BlackRock Sustainable Investing
Alex Brazier
Deputy Head of the Blackrock Investment Institute
Mark Florian
Head of BlackRock Global Infrastructure Funds
David Giordano
Global Head of Climate Infrastructure
Evy Hambro
Global Head of Thematic and Sector Based investing
Meghan Sharp
Global Head of Decarbonization Partners
Manuela Sperandeo
EMEA ETF and Index Investments Head of Sustainable Indexing
Carolyn Weinberg
Global Head of Product ETF and Index Investments
Kristen Weldon
Global Head of Alternative Investors Sustainable Investing
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© 2023 BlackRock, Inc. All rights reserved.
This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer orsolicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation,purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are subject to changewithout notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks.
In the UK and inside the EEA: Until 31 December 2020, issued by BlackRock Investment Management (UK) Limited, authorised andregulated by the Financial Conduct Authority. Registered ofce: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 77433000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded. Please refer to theFinancial Conduct Authority website for a list of authorised activities conducted by BlackRock. From 1 January 2021, in the event theUnited Kingdom and the European Union do not enter into an arrangement which permits United Kingdom rms to offer and providenancial services into the European Economic Area, the issuer of this material is: BlackRock Investment Management (UK) Limited forall outside of the European Economic Area; and (ii) BlackRock (Netherlands) B.V. for in the European Economic Area, BlackRock(Netherlands) B.V. is authorised and regulated by the Netherlands Authority for the Financial Markets. Registered ofce Amstelplein 1,1096 HA, Amsterdam, Tel: 020 – 549 5200, Tel: 31205495200. Trade Register No. 17068311 For your protection telephone calls areusually recorded.
In Switzerland: This document is marketing material. Issued by BlackRock Investment Management (UK) Limited, authorised andregulated by the Financial Conduct Authority. Registered ofce: 12 Throgmorton Avenue, London, EC2N 2DL. Tel: + 44 (0)20 77433000. Registered in England and Wales No. 02020394. For your protection telephone calls are usually recorded.
In the U.S. and Canada, this material is intended for public distribution.
In Latin America: No securities regulator has confirmed the accuracy of any information contained herein. The provision of investment management and investment advisory services is a regulated activity in Mexico thus is subject to strict rules. For more information on the Investment Advisory Services offered by BlackRock Mexico please refer to the Investment Services Guide available at www.blackrock.com/mx
In Singapore, this is issued by BlackRock (Singapore) Limited (Co. registration no. 200010143N). This advertisement or publicationhas not been reviewed by the Monetary Authority of Singapore.
In Hong Kong, this material is issued by BlackRock Asset Management North Asia Limited and has not been reviewed by theSecurities and Futures Commission of Hong Kong.
In South Korea, this is issued by BlackRock Investment Management (Korea) Limited. For information or educational purposes only,not for reuse, redistribution, or any commercial activity, and does not constitute investment advice or an offer or solicitation topurchase or sells in any securities or any investment strategies.
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In Australia, issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975 AFSL 230 523 (BIMAL). Thematerial provides general information only and does not take into account your individual objectives, nancial situation, needs or circumstances.
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© 2022 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
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