This paper describes the novel method that we have developed to measure climate risks. While we here apply this method to infrastructure assets, it paves the way to using similar approaches to enlarge the scope of its application.
Physical Climate Risk Survey: those in the infrastructure investment industry are concerned and lack data
Investors are concerned about physical climate risk and believe that they have almost no idea how it will affect unlisted infrastructure assets; that’s the clear message they delivered when we surveyed them on their views regarding the risks to the asset class.
Highway to Hell: Climate change will cost hundreds of billions to investors in infrastructure
This paper presents an assessment of transition and physical risks in the privately invested infrastructure sector. Leveraging the NGFS scenarios, we quantified the costs associated with delayed or uncoordinated transition and evaluated the potential portfolio value loss resulting from physical risks in the absence of climate action.
P&I Supplement: Research for Institutional Money Management
This special issue first examines the use of data to produce a benchmark or comparable (‘comp’) of the climate risks of infrastructure companies, discussing EDHECinfra & Private Assets’ data that is both granular and robust.
It’s Getting Physical: Some investors in infrastructure could lose more than half of their portfolio to physical climate risks by 2050
We show that the physical risks created by climate change are not limited to a distant future for investors in infrastructure, some of whom could well lose more than 50% of the value of their portfolio to physical climate risk before 2050 in the event of runaway climate change.
IPE Supplement: EDHEC Research Insights
This infrastructure investment special issue first looks at the use of data to produce a benchmark or comparable (‘comp’) of the climate risks of infrastructure companies.