15-04-2026
14:30 - 17:00
Central Court, Chancery Lane
London
WC2A 1AL

Net Zero Investor’s Transition Equities Summit

Listed equity plays a pivotal role to companies on their net zero journeys. However, for investors, finding solutions that have a positive climate impact and meaningfully contributes to the economy of tomorrow remains a challenge.

Join leading asset owners, managers, and investment consultants to discuss net zero equity opportunities. Discover how to navigate transition equities, identify high-impact opportunities, and determine when to hold or pivot investments. Focused on funding climate solutions, accelerating transitions, and integrating brown-to-green strategies, this event offers investors the essential tools for aligning equity portfolios with net zero goals while ensuring capital gains.

Take a look at last year’s agenda and participants here.

Take a look at last year’s report here.

For sponsorship contact peter.braham@netzeroinvestor.net

A different kind of industry conversation

Our summits are designed as expanded roundtable discussions — immersive, interactive events where every voice matters.

Throughout the day, we intersperse short, focused presentations with open-floor dialogue. Each talk is intended to spark discussion rather than deliver a one-way lecture. Following each presentation, participants are invited to ask questions, challenge assumptions, and share their own perspectives. This creates a collaborative space for genuine knowledge exchange.

Participation

Our format works best when everyone is engaged.
We encourage — and expect — participants to contribute to the conversation. While we make exceptions for those wishing to observe quietly, the ethos of a summit is active involvement.

Reporting & Publication

The purpose of each summit is to surface valuable perspectives, insights, and challenges — which we then capture in a post-event report.

On the record: All conversations are on the record unless explicitly stated otherwise.
Accuracy first: We record discussions to ensure accuracy and avoid misquoting.

This approach ensures we preserve the richness of the conversation while maintaining transparency and trust.

Past reports

Charities, Endowments and Foundations Summit (2025)

Insurance Investment Summit (2025)

Defined Contributions Summit (2025)

Longview summit reports provide clear, practical insights and sponsored content. Each report captures the expert discussion and provides key takeaways to help asset owners and managers navigate a variety of investment opportunities/risks.

Renewable Infrastructure Summit (2025)

Investing in UK Summit (2025)

Transition Equities Summit (2025)

2:30

Arrivals & refreshments

3:00

Investing in transition: equity opportunities in structural change

As climate targets, policy frameworks and regulation mature, investors are rethinking how listed equity contribute to net zero transition. Explore the shift in investor’s focus from portfolio footprints and exclusions toward how equity portfolios can manage risk, allocate capital, and influence real-economy outcomes.

Investors face critical questions: How should low-carbon, exclusionary and green strategies be balanced as net zero commitments mature? What role should public equities play in financing and accelerating transition versus simply reallocating capital to today’s leaders? How are physical and transition risks already affecting equity portfolios? And how can investment decisions both support best-in-class companies and drive change among laggards?

3:30

Navigating the fragmented climate transition: rethinking climate investing

Institutional investors are increasingly questioning whether current climate investment approaches can deliver both decarbonisation and long‑term returns. In a recent Lazard survey of UK investors representing over £1 trillion in AUM, only 36% were confident they would meet their climate targets.

At the same time, the global transition is becoming more fragmented, with uneven regional progress and delayed net‑zero timelines. This session will explore the implications for UK asset owners and discuss how investors may need to move beyond static, index‑based approaches toward more forward‑looking climate investment strategies.

Presentation documents

4:00

Active equities: driving returns and impact

The freedom to choose and direct capital to companies and sectors leading the transition promises the potential for higher returns and greater influence, but also higher fees and volatility.

Debate the opportunity set of integrating thematic strategies with broader portfolio objectives, monitoring alignment and performance against net zero commitments:

How should asset owners assess active transition strategies across themes such as renewable energy, electrification, and sustainable materials? Where does selectivity genuinely add value, and where do costs and concentration risks outweigh the benefits?

4:30

Transition’s tool kit: benchmarks, data and climate models

As investors commit and implement strategies, data, benchmarks, and climate models are shaping allocation, risk management, and manager selection decisions.

Which metrics actually influence portfolio construction and risk? How should benchmarks and tracking error be used when aligning with net zero goals? Where do climate models add insight on physical and transition risk

Ultimately, how can investors use these tools to guide capital allocation and portfolio resilience, rather than simply optimise climate statistics?

5:00