Skip to main content
Commentary General Impact Investment

COP27 – more of a floor than a ceiling

Dsodfj resized
There is no Planet B scaled

So Rishi Sunak did eventually bow to pressure and join other world leaders at the second most attended climate negotiations of all time1. But as global attention now drifts across the Saudi Arabian peninsula from Sharm el-Sheikh to Qatar, what was ultimately achieved at this year’s climate talks?

Some important steps forward

There were clearly some important successes that came out of the COP27 negotiations including, most obviously, the establishment of a ‘Loss and Damage’ fund. This looked impossible just a few years ago, but perhaps spurred by the appalling flood damage in Pakistan and Nigeria, delegates did commit to establish a pooled fund to support action in countries most affected by climate change.  Key operational decisions such as what criteria trigger a payout, and the size and source of contributions, will be hammered out between now and the end of COP28. The fact that developed countries still haven’t fulfilled previous commitments to provide $100bn a year to help developing countries clearly doesn’t bode well. A recent report also indicated that these countries will likely need as much as $1 trillion per annum.2

There were other good things as well. China and the US are again formally talking about how to galvanise global support for more aggressive action and ‘Brazil is back’ with President-elect Lula committing to reversing damage to the Amazon rainforest.

Improved targets

There were even some increased commitments. The EU managed to eke out a 2% increase in the ambition of its 2030 emission reductions target and Mexico raised its target – albeit against a ‘business as usual’ scenario – from 22% to 35% and even offered to extend this to a 40% cut by 2030 contingent on international support.

Following on from the US$8.5bn deal struck in Glasgow to finance the early retirement of coal power plants in South Africa, Indonesia also announced a US$20bn deal to accelerate the retirement of their own coal plants. This will ensure a peaking of Indonesian power sector emissions by 2030 and net zero carbon emissions by 2040 – a decade earlier than the previous deadline.  Vietnam is reported to be the next in the queue for a similar type of deal.

Disappointment and missed opportunities

And yet, the overall mood at the end of the conference was still of disappointment. Alok Sharma, the UK’s outgoing President of COP was visibly angry as the session came to an end. “Emissions peaking before 2025 as the science tells us is necessary? Not in this text. Clear follow-through on the phase-down of coal? Not in this text. Clear commitment to phase out all fossil fuels? Not in this text”, he protested.

These objectives were supported by over eighty countries at the talks but were ultimately left out of the final agreement. What’s more, new language was included that emphasized the role of ‘low carbon energy’. A term widely understood to represent an effort to include support for natural gas in future emission reduction initiatives.  Many commentators pointed the finger at the army of fossil-fuel lobbyists at the talks.

A floor not a ceiling

Ultimately though, the COP process should not be seen as setting a ceiling for ambition on climate, but rather as a floor. With 192 countries required to agree unanimously on the outcome the bar is set quite low and, notwithstanding the emotional scenes in Paris in 2015, it is rarely sensible to look to the COP process for hope. There is still scope for optimism, but for that you are better off looking at the actions of leading businesses, cities, communities... and investors. These groups have become not just powerful advocates for change, but also agents for real progress on the ground.

 

 


1 https://www.carbonbrief.org/analysis-which-countries-have-sent-the-most-delegates-to-cop27/
2 https://www.lse.ac.uk/granthaminstitute/publication/finance-for-climate-action-scaling-up-investment-for-climate-and-development/

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.

 

The MSCI information may only be used for your internal use, may not be reproduced or re-dissseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties of originality, accuracy, completeness, timeliness, non-infringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages (www.msci.com).

Sign up to impact fund updates

Sign up below to receive email updates on our impact investment funds.
{{ errors[0] }}
{{ errors[0] }}
{{ errors[0] }}
{{ errors[0] }}
{{ errors[0] }}
{{ errors[0] }}
Authorised and regulated by the Financial Conduct Authority Copyright 2024© WHEB. All rights reserved Made by Thursday