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Net Zero Investment Framework case study

July 7, 2022

A glimpse into how we apply the Net Zero Investment Framework.
Climate|Investments
Climate Risk and Resilience

This case study covers WTW’s application of the Net Zero Investment Framework, which incorporates the following areas:

  • Setting and monitoring progress against top-down/strategic climate goals using a Carbon Journey Plan
  • The use of portfolio alignment metrics in interrogating progress of portfolio emissions towards net zero goals and setting of alignment targets
  • WTW’s framework for climate performance measurement via climate dashboards and how multiple metrics, including portfolio alignment metrics, are used to identify and prioritise management actions
  • The use of a proprietary Climate Transition Value at Risk (CTVaR) metric that we believe best encapsulates a financial assessment of the true risk being run in portfolios

In each of these we review our challenges and learnings, the approach taken and outcomes, and our planned future work.

Notice for UK persons accessing this page

This page contains links to certain historical documents which were issued by Willis Towers Watson (WTW) as at the date specified on each linked document, in relation to the products offered by WTW. WTW believes that it is useful to investors to retain these documents on our website, for your information and reference purposes. Each such document was assessed as being compliant with prevailing regulatory requirements as at its date of issue, including that its contents are fair, clear and not misleading. Given that these documents were issued as at a specific point in time, WTW does not believe it would be appropriate to retrospectively amend those documents. As a result such documents have not been reviewed in light of any subsequent regulatory guidance or market practice including the FCA’s anti-greenwashing guidance (FG24/3). Any persons accessing this page, and the documents made available on this page, should not seek to rely on such documents and should use them only for information or reference purposes. Any investment decision should be based exclusively on the formal offer and subscription documents for the relevant investment product, and not these historical documents.

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Related content tags, list of links Article Climate Risk Investments Climate Change
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