Presentation: From Climate Mitigation to Adaptation: Key Trends Influencing Portfolio Decisions

Investor incorporation of climate risk into portfolio construction continues to evolve, with growing emphasis on transition credibility in high emitting industries and a broadening lens toward nature related impacts and dependencies. Climate adaptation and resilience are increasingly moving to the center of this conversation, alongside mitigation. 

This session brings together Morningstar's Sustainalytics and Indexes teams to examine how institutional thinking is shifting, what this means for data quality, signal design and portfolio construction, and the practical trade-offs investors face in translating conviction into implementation. Drawing on research and index development work, this session will discuss what separates credible transition signals from noise, and how these themes are being operationalised in systematic strategies. Attendees will leave with a sharper view of the next generation of index solutions and the decisions ahead for institutional portfolios.