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Julie Gorte On Investor Engagement With Adaptation

Hear from experts on the cutting-edge of adaptation & resilience

Author

Louie Woodall
November 19, 2024

🗽Hey NYC Climate Proofers! Come to our special “salon-style” panel next month on:

“The Future of US Climate Adaptation & Resilience Under Trump 2.0”

I’ll be joined by expert speakers from the worlds of finance, business, and academia to discuss how adaptation and resilience could evolve under the incoming administration.

We’ll debate questions like: “How could state and local governments step up to better climate-proof their constituents?” and “How might private investors and startups adjust their strategies in a transformed policy space?”

Spaces are limited, so get your tickets today. (Attendance is free, but we’d welcome the $10 suggested contribution).

Investment professionals can't bury their heads in the sand when it comes to climate risks. Extreme weather shocks are inflicting billions in losses to physical assets and businesses —losses that flow through to financial instruments like bonds, loans, and equities.

By the same token, they shouldn't sleep on adaptation. Investors who bet on climate-proofed companies can lower the overall exposure of their portfolios to worsening storms, floods, and wildfires. They can also capture underpriced opportunities by investing in those businesses providing adaptation goods and services to global markets.

Impax Asset Management is an investment company that gets this. In today's episode, Julie Gorte — Senior Vice President for Sustainable Investing — talks about how she engages with the adaptation and resilience theme, and how her company has gone about engaging with investees on their own climate resilience.

As a bonus, we also unpack the potential implications of Trump 2.0 on the climate investment space in the US, and touch on ways in which political discontent can harm efforts to build resilience.

Listen below, download from the Podcasts page on Climate Proof, or tune in via Spotify or Apple Podcasts.

We talk about:

👉 How Impax incorporates climate adaptation and resilience into its investing

👉 Impax’s physical climate risk engagements with companies and how they inform asset selection

👉 How investor engagement has evolved following the ESG backlash and the high-water mark of climate proxy voting

👉 Making the case on adaptation opportunities

👉 How government and market responses to climate may alter under the second Trump presidency

Future guests include Jonathan Bowers of Path & Focus.

Like what you hear? Then make sure to follow the pod and consider leaving a review!

Thanks for listening!

Louie Woodall
Editor