Decarbonisation of the economy is the most important thematic of the next 30 years. The future ain’t what it used to be! The impact will be profound, upending industries in the same way that digitisation disrupted markets over the last 30 years. Investors are recognising that the carbon footprints of their portfolios often dwarf their personal carbon footprints. Traditional approaches to eliminating portfolio carbon often fall short. Carbon offsets are costly and of dubious quality. Excluding high emission companies can drive risk up, return down, and sty...