As the human effects of climate change continue to intensify around the world, asset owners and managers are rightly grappling with their responsibilities to help avoid catastrophe.
The prevailing perception is that investing in emerging markets means investing in fossil fuels and heavy industry. In fact, many home-grown emerging markets companies are tackling climate change problems with innovative and promising solutions.
Investing in those companies that form part of the solution, rather than part of the problem, goes hand-in-hand with superior long-term returns…