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Commentary General

Accelerating the transition to net zero

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As a naturally skeptical group, investors might be forgiven for expressing some suspicion at the growth in ‘net zero carbon’ pledges over recent months. One wag on Twitter quipped that he would like to commit to ‘net zero alcohol by 2050’. A preferred New Year’s resolution to the ‘dryanuary’ that would actually compel him to stop drinking alcohol!

Although understandable, we hope that investors in WHEB’s strategies give us the benefit of the doubt when learning of our own commitment to achieve net zero carbon portfolio emissions by 2050 at the latest. As a business that promises to ‘advance sustainability’ as part of our mission, this commitment should at least not come as a surprise.

In fact, WHEB committed in 2019 to achieve net zero carbon emissions from our own business by 2025.1 In truth, this should be relatively straight-forward to achieve.2 The real challenge is in achieving net zero carbon emissions from WHEB’s investment portfolios. This was the subject of the Asset Manager’s Net Zero Carbon Initiative that was announced in December last year and of which WHEB is a founding signatory.3

The Asset managers’ net zero carbon initiative

This initiative aims to secure further backing among asset managers to eliminate greenhouse gas (GHG) emissions from their portfolios. This is an altogether more difficult task as it requires portfolio businesses themselves to achieve net zero emissions. For an asset manager like WHEB that invests in companies that supply climate solutions, this is particularly challenging. Equipment like wind turbines, electric vehicles and building insulation requires considerable amounts of energy to manufacture and distribute. It will not be enough for these businesses to rely purely on a decarbonizing electricity grid to achieve their net zero objectives.

Nonetheless, our commitment is that by 2025, at least 50% of the emissions produced by WHEB investee companies will be covered by net zero carbon commitments. By 2030 this will have to be 100%. After eighteen months of engaging portfolio businesses on this topic, we have approximately 17% of the portfolio currently signed up.

In addition to securing specific commitments from investee companies, we will also track real greenhouse gas reductions from the portfolio. Our target is to achieve absolute carbon reductions that are consistent with a 50% global reduction in carbon emissions by 2030. The 50% reduction is what is considered necessary to achieve global net zero carbon emissions goal by 2050.

Making net zero normal

By the end of December nearly three hundred companies had made explicit net zero carbon commitments.4 The Asset Manager initiative includes thirty asset managers that together manage $8 trillion in assets. WHEB’s commitment covers 100% of our assets, whilst other signatories have as yet committed just a portion of their funds under management. The numbers are significant, but both the number of signatories and volume of assets will surely grow rapidly from here. And they will have to.

At the moment, this project is being pioneered by sustainable investment specialists. In November, Vanguard, who is not a signatory to the net zero initiative, announced that they had a single fund that had more than $1 trillion invested in it.5 Vanguard alone manages over $6 trillion. The UN Principles for Responsible Investment has signatories that collectively manage over $100 trillion. If these universal owners were to support this initiative, we would quickly get to a point where all listed companies would then come under pressure to adopt stricter targets.

Ultimately all managers are going to need to be fully on-board with this agenda. Encouraging companies to go carbon neutral needs to be made a normal and routine part of ownership. Given the investments that companies are likely to have to make to achieve these commitments, it is critical that they receive sustained support from their investors. With nearly two thirds of the global economy expected to commit to a zero carbon agenda in the run-up to the UN climate conference in December, maybe net zero is close to becoming normal already.

1 https://wheb.clientprojects.co.uk/wheb-commits-to-be-a-net-zero-carbon-business-by-2025/

2 With a small direct footprint, our biggest challenges are our business travel and is convincing our suppliers to set themselves net zero carbon targets(https://wheb.clientprojects.co.uk/how-we-plan-to-achieve-net-zero-carbon-emissions/).

3 https://wheb.clientprojects.co.uk/wheb-is-proud-to-be-a-founding-member-of-the-net-zero-asset-managers-initiative/

4 https://unfccc.int/news/commitments-to-net-zero-double-in-less-than-a-year

5 https://www.investmentweek.co.uk/news

Important Notices:
Risks include: the price of shares (“Shares”) in FP WHEB Sustainability Impact Fund, WHEB Sustainable Impact Fund or WHEB Environmental Impact Fund may increase or decrease and you may not get back the amount originally invested, for reasons including adverse market and foreign exchange rate movements. Past performance does not predict future returns. The Fund invests in equities and is exposed to price fluctuations in the equity markets, and focuses on investments in mid-sized companies in certain sectors so its performance may not correlate closely with the MSCI World Index (the benchmark). For full risks, please see fund prospectus on www.whebgroup.com

 

General: This information, its contents and any related communication (altogether, the “Information”) is issued by WHEB Asset Management LLP (“WHEB Asset Management”). It is intended for information purposes only and does not constitute or form part of any offer or invitation to buy or sell any security including any shares in the FP WHEB Sustainability Impact Fund or WHEB Sustainable Impact Fund, including in the United States. It should not be relied upon to make an investment decision in relation to Shares in the FP WHEB Sustainability Impact Fund or WHEB Sustainable Impact Fund or otherwise; any such investment decision should be made only on the basis of the Fund scheme documents and appropriate professional advice. This Information does not constitute advice of any kind, investment research or a research recommendation, is in summary form and is subject to change without notice. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming shares. WHEB Asset Management has exercised reasonable care in preparing this Information including using reliable sources, however, makes no representation or warranty relating to its accuracy, reliability or completeness or whether any future event may or may not occur. This Information is only made available to recipients who may lawfully receive it in accordance with applicable laws, regulations and rules and binding guidance of regulators. WHEB Asset Management LLP is registered in England and Wales with number OC 341489 and has its registered office at 7 Cavendish Square, London, W1G 0PE. WHEB Asset Management LLP is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 496413.

 

FP WHEB Sustainability Impact Fund

FundRock Partners Limited (formerly Fund Partners Limited) is the Authorised Corporate Director of the Fund and is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 469278 and has its registered office at 6th Floor Bastion House, 140 London Wall, London, EC2Y 5DN. The state of the origin of the Fund is England and Wales. The Representative in Switzerland is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, whilst the Paying Agent is NPB Neue Privat Bank AG, Limmatquai 1/am Bellevue, P.O. Box, 8024 Zurich . The relevant documents such as the prospectus, the key investor information document (KIIDs), the Articles of Association as well as the annual and semi-annual reports may be obtained free of charge from the Representative in Switzerland.

 

WHEB Sustainable Impact Fund

The Manager of the Fund is FundRock Management Company S.A., authorised and regulated by the Luxembourg regulator to act as UCITS management company and has its registered office at 33, rue de Gasperich, L-5826 Hesperange, Grand-Duchy of Luxembourg. The Representative in Switzerland is ACOLIN Fund Services AG, Leutschenbachstrasse 50, CH-8050 Zurich, whilst the Paying Agent is NPB Neue Privat Bank AG, Limmatquai 1/am Bellevue, P.O. Box, 8024 Zurich. The relevant documents such as the prospectus, the key investor information document (KIIDs), the Articles of Association as well as the annual and semi-annual reports may be obtained free of charge from the representative in Switzerland. The state of the origin of the Fund is Ireland. The Fund is registered for distribution to professional investors in Austria, France, Germany, Italy, Luxembourg, Norway, Singapore, Sweden and the United Kingdom, and is registered for offering to retail investors in Switzerland, Denmark and the Netherlands. The Fund is also available for professional investors in Belgium and Hong Kong. It is not available to investors domiciled in the United States.

 

WHEB Environmental Impact Fund

The Manager of the Fund is FundRock Management Company S.A., authorised and regulated by the Luxembourg regulator to act as UCITS management company and has its registered office at 33, rue de Gasperich, L-5826 Hesperange, Grand-Duchy of Luxembourg. The Fund is registered for distribution to professional investors in the United Kingdom. It is not available to investors domiciled in the United States.

 

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