Insight
PM Spotlight: A Systematic Approach to Climate Transition
Peter Weidner, senior portfolio manager and head of Allspring’s Systematic Edge Equity team, explains Allspring’s approach to managing a climate transition equity portfolio with a systematic process.
Key takeaways
- Achieving the goal of net-zero emissions is disruptive to the global economy. Our climate transition equity portfolio looks for companies well positioned for this transition.
- These leading companies are attractively valued, have high-quality earnings and management, and show good levels of market support.
- The Systematic Edge team manages the portfolio using a mosaic approach for a well-rounded view, supplementing data with fundamental analysis to help establish conviction.
Related insights
Insight
2023 Stewardship Annual ReportRead about Allspring’s stewardship efforts as we aim to advance the financial, operational, and sustainability performance along with the risk management of investee companies for years to come.