EDHEC Research for Institutional Money Management with Pensions & Investments (P&I) 2026

New research on geo-sectoral climate damage, discount factors and infrastructure valuation. Insights for investors navigating climate risk.

Author(s)

Nicolas Schneider, Lionel Melin, Fanyuan Zhang, David Labeurthre, Thomas Lorans, Julien Priol, Jeanette Orminski, Anthony Schrapffer, Conor Hubert, Catherine Tubb, Rob Arnold, Frédéric Ducoulombier

This EDHEC Climate Institute supplement examines how climate risk is reshaping asset valuation, financial modelling and disclosure across sectors and markets.

Geo-sectoral climate damage: New research shows climate impacts vary significantly not only by region but also across economic sectors.
Climate in financial modelling: Analysis of climate state-dependent discount factors and new approaches to translating climate data into company-level financial metrics.
Asset valuation and markets: Studies on climate risk in infrastructure valuation and the influence of weather dynamics on commodity markets.
Policy, standards and disclosure: Insights on EU Taxonomy alignment, sustainability standards for hotel assets, and how a decade of climate disclosure has reshaped finance.