Each of your holding companies has its own carbon budget. You can learn more about that here (http://help.yves.blue/en/articles/4739688-the-yvesblue-carbon-budget-analysis-and-company-projections) This is a rollup of all the companies in your portfolio according to this. They will be grouped by:

  • those that will be over their respective budgets by 2030 and by 2050

  • those that will intersect with their budget at 2030 and by 2050

  • those that will be well below their respective budgets by 2030 and by 2050

  • those that will be at zero emissions by 2030 or 2050

Ideally one might want to be heavily invested in companies that are ready for the transition, especially if this is a buy and hold strategy. That said, companies that are badly over budget and not doing anything about it are targets for turnaround.

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