Beyond Carbon - Climate Risks in Asset Light Businesses

Beyond Carbon - Climate Risks in Asset Light Businesses

Carbon taxes aren't the only transition risk. New technology, litigation, subtle policy changes, and shifts in consumer preference are all part of the picture too. These changes are easy to overlook but can be the biggest source of both risk and opportunity for carbon-light businesses.

This report presents four real world case studies on climate litigation, reputation damage, and other transition impacts in the European Services, Tech, and Consumer sectors, which make up the majority of European private equity portfolios.

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Transition risks can be material over much shorter timeframes than physical risks. No funds are entirely immune — even investors into climate solutions have exposure, as recent US policy changes prove.

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