New Investor Strategies

The video discusses Engine No. 1's successful campaign to replace Exxon Mobil board members, emphasizing climate risk as business risk. It explores the effectiveness of engagement over divestment in ESG, Exxon's role in energy transition, and the challenges of accounting for Scope 3 emissions. Engine No. 1's investment strategy and approach to activism are highlighted, along with debates on linking ESG criteria to economic outcomes. The role of companies in climate change post-COP26 and the impact of technology on ESG are also covered.

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