Case Study / 14 Oct 2015

Threshold Group

Threshold Group and Trucost authored a white paper on a collaborative methodology to assess the carbon risk exposures of underlying assets of derivative investments.

Threshold Group is a family-owned wealth management firm, dedicated exclusively to serving families, individuals and family foundations. The company provides integrated investment guidance, financial planning, legacy planning and family office services – all aimed at helping clients achieve their missions and priorities.

“One of our core investment competencies is designing and implementing strategies that can augment clients’ risk/return profile, and derivatives play an important role in many of those approaches. While we were hosting an educational retreat with a family foundation client focused on carbon divestment-reinvestment and, more broadly, aligning the portfolio with the foundation’s mission, an investment committee member asked about the role of derivatives in the divestment question. As a result, we approached Trucost with the unique opportunity to collaborate on a thought leadership framework intended to help investors develop a multi-dimensional view of their portfolio’s carbon footprint. I feel that this collaboration is a significant step in refining how we assess and address the portfolio risks associated with companies responsible for greenhouse gas emissions.”

Insights

Threshold Group and Trucost assess carbon risks of derivative investments (news)

How to Account for Greenhouse Gas Emissions of Derivatives (publication)

3 February, 2020
Events Green Finance Summit – Phoenix – 3 – 4, 2020

The GreenFin Summit follows a successful launch event in 2019. That invitation-only event brought together 100 corporate sustainability leaders, major public-sector pension fund executives and leading financial institutions, with over a trillion dollars of combined assets under management. The discussion broached vital topics in ESG that will be expanded upon at the 2020 Summit. Richard Mattison...

Find out more
Trucost News / 26 Nov 2019 Trucost launches Physical Risk Analytics to help assess risks and opportunities from climate change

New dataset and analytics enables investors, companies and governments to weigh risk of companies’ assets from physical impacts of climate change

Read news
Publication / 25 Nov 2019 Understanding Climate Risk at the Asset Level: The Interplay of Transition and Physical Risks

How could the interplay between regulatory transitional risks and physical risks impact the performance of companies across sectors and geographies?

Read publication

VIEW ALL NEWS & INSIGHTS