Action on Climate

A Practical Guide for Fiduciaries

Rob Lake

Dan Apfel, Vonda Brunsting, Christi Electris, Sandra Korn, Andreea Rodinciuc, Marcie Smith, David Wood, Marguerite Young

September 2015

This toolkit is the product of two input meetings, or “charrettes,” held in New York City and in Oakland, California in late 2014. At these meetings, the project team gathered information from participants about what is important to them when considering changes to their policies and portfolios. Their feedback has shaped the formation of this toolkit.

This Toolkit is intended to help investors examine climate change from different angles. It explores various interconnected approaches: integrating climate change into your investments; reducing your portfolio’s carbon intensity, investing in climate solutions, divestment; engaging with corporations, and engaging with policymakers. Each tactic has its advantages and disadvantages. Not all of them will be right for every investor. The aim here is not to advocate a particular approach; it is to support you in making decisions that make sense for your fund and institution.

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