2024年气候适应投资:物理风险、财务风险及机遇分析报告(英文版)-高盛
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the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single
factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to
www.gs.com/research/hedge.html. Analysts employed by non-US affiliates are not registered/qualified as research analysts with FINRA in
the U.S.
The Goldman Sachs Group, Inc.
EQUITYRESEARCH | January , 2024| !:0¹¶ EST
Derek R. Bingham
+1 415 249-7435
derek.bingham@gs.com
Goldman Sachs & Co. LLC
Brendan Corbett
+1 415 249-7440
brendan.corbett@gs.com
Goldman Sachs & Co. LLC
Rachit Aggarwal
+1 212 934-7689
rachit.aggarwal@gs.com
Goldman Sachs India SPL
Brian Singer, CFA
+1 212 902-8259
brian.singer@gs.com
Goldman Sachs & Co. LLC
Carly Davenport
+1 212 357-1914
carly.davenport@gs.com
Goldman Sachs & Co. LLC
Evan Tylenda, CFA
+44 20 7774-1153
evan.tylenda@gs.com
Goldman Sachs International
ADAPTATION
Physical risk, Financial risk, Opportunity
We believe Adaptation – proactive or reactive measures to
mitigate impacts of rising temperatures – will become a growing
theme even if global temperature rise is limited to 1.5 degrees
Celsius, the most bullish scenario in the Paris Agreement. We
believe investors and corporates will focus on Adaptation
through the lens of physical risk, nancial risk, and revenue
opportunity. In our report, we segment proactive and reactive
drivers of Adaptation investment – to fully address Adaptation
challenges, $400 bn per year of proactive investment would be
required this decade in our view. We map Adaptation revenue
streams and assess risk exposure to nine dierent potential
hazards.
Dan Duggan, Ph.D
+1 212 902-4726
dan.duggan@gs.com
Goldman Sachs & Co. LLC
Note: The following is a redacted version of the original report published January 10, 2024 [44 pgs].
AUTHORS
Brian Singer, CFA
+1(212)902-8259
brian.singer@gs.com
Goldman Sachs & Co. LLC
Brendan Corbett
+1(415)249-7440
brendan.corbett@gs.com
Goldman Sachs & Co. LLC
Rachit Aggarwal
+1(212)934-7689
rachit.aggarwal@gs.com
Goldman Sachs India SPL
Dan Duggan, Ph.D.
+1(212)902-4726
dan.duggan@gs.com
Goldman Sachs & Co. LLC
Carly Davenport
+1(212)357-1914
carly.davenport@gs.com
Goldman Sachs & Co. LLC
Derek R. Bingham
+1(415)249-7435
derek.bingham@gs.com
Goldman Sachs & Co. LLC
Evan Tylenda, CFA
+44(20)7774-1153
evan.tylenda@gs.com
Goldman Sachs International
Alex Scott, CFA
+1(212)902-9592
alex.scott@gs.com
Goldman Sachs & Co. LLC
John Miller
+1(646)446-0292
john.y.miller@gs.com
Goldman Sachs & Co. LLC
Marly Reese
+1(212)357-1956
marly.reese@gs.com
Goldman Sachs & Co. LLC
Grace Chen
+44 20 7774-5119
grace.j.chen@gs.com
Goldman Sachs International
Ingrid Tierens, Ph.D.
+1 212 357-4410
ingrid.tierens@gs.com
Goldman Sachs & Co. LLC
Emma Jones
+61 2 9320-1041
emma.jones@gs.com
Goldman Sachs Australia Pty Ltd
Madeline Meyer
+44 20 7774-4593
madeline.r.meyer@gs.com
Goldman Sachs International
Varsha Venugopal
+1 415 393-7554
varsha.venugopal@gs.com
Goldman Sachs & Co. LLC
Xavier Zhang
+852 2978-6681
xavier.zhang@gs.com
Goldman Sachs (Asia) L.L.C
PM Summary: Adaptation Opportunity and Risk 3
Adaptation investment and where investment is likely to be directed 8
Measuring Physical Risk exposure: Nine areas of focus 17
How insurance companies are responding to physical risk 25
Why Adaptation will likely be a rising theme regardless of climate outcome 27
Adaptation through EU Taxonomy lens 30
How GS SUSTAIN can help 31
Disclosure Appendix 33
10 January 2024 2
Goldman Sachs GS SUSTAIN
Table of Contents
Applying our SDG tool 14
The following is a redacted version of GS Research’s report “GS SUSTAIN: Adaptation: Physical risk, Financial risk,
Opportunity" originally published January 10, 2024 (44 pages). All company references in this note are for illustrative
purposes only and should not be interpreted as investment recommendations.
摘要:
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GoldmanSachsdoesandseekstodobusinesswithcompaniescoveredinitsresearchreports.Asaresult,investorsshouldbeawarethatthefirmmayhaveaconflictofinterestthatcouldaffecttheobjectivityofthisreport.Investorsshouldconsiderthisreportasonlyasinglefactorinmakingtheirinvestmentdecision.ForRegACcertificationandotherim...
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作者:波段之刀2024
分类:电子书
价格:免费
属性:38 页
大小:7.19MB
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时间:2024-10-26