Fondazione Marisa Bellisario

L’ECONOMIA GREEN E LA “DECARBONIZZAZIONE” DEL PORTAFOGLIO INVESTIMENTI

di Sofia D’Alessandro*

 La violenza economica è tra le forme più subdole e meno note della violenza di genere. L’educazione finanziaria è uno degli strumenti che noi donne possiamo adottare ai fini di acquisire la conoscenza di prodotti, concetti e rischi in campo economico. L’OCSE ha affermato che “Viene considerata una competenza di base per potersi orientare nelle scelte finanziarie anche le più semplici che riteniamo di assumere nella vita”. Migliorare conoscenze e comportamenti finanziari è importante e conviene come ha in più occasioni evidenziato anche l’Istituzione di Banca d’Italia. In questo contesto abbiamo assistito al proliferarsi di termini come spread, inflazione e Buoni del Tesoro, vocaboli ormai presenti e già enucleati in numerosi “ABC della Finanza”. Accanto alla finanza tradizionale però, si è affiancata quella dei cosiddetti impieghi “sostenibili”.

La parola green ridonda ovunque, anche negli investimenti finanziari. È un modello di economia che permette la riduzione dell’impatto ambientale. Interessante è il fatto che venga associata ad azioni volte in favore di uno sviluppo sostenibile, come l’uso di energie rinnovabili, la riduzione dei consumi ed il riciclaggio dei rifiuti. Tra gli scopi principali dell’economia verde vi è il contrasto ai potenziali danni ambientali generati dall’intero ciclo di trasformazione delle materie prime, dall’estrazione allo smaltimento.

La green economy ricopre un ruolo importante nelle nuove politiche volte ad accompagnare il processo di innovazione tecnologica e di rivoluzione ambientale con l’obiettivo di favorire l’economia e lo sviluppo nel rispetto dell’ambiente e della sua sostenibilità. Uno dei punti cardine su cui si fonda il Piano Nazionale di Ripresa e Resilienza (PNRR) è la transizione ecologica. In quest’ambito, gli obiettivi che l’Italia conta di raggiungere fanno riferimento a una nuova economia che coinvolge la sfera finanziaria e quella della filiera agroalimentare. Il punto d’arrivo della transizione energetica è però il passaggio alle fonti rinnovabili dove ne fanno da padrone il gas naturale e la decarbonizzazione. In questi giorni (dal 30 novembre al 12 dicembre 2023), si sta svolgendo a Dubai la COP28, la XXVIII^ Conferenza delle Parti dell’UNFCCC (United Nations Framework Convention on Climate Change) dedicata ad affrontare gli orientamenti climatici del futuro con un’enfasi particolare sulla riduzione delle emissioni dei gas serra, alla base del riscaldamento globale.

L’azione di decarbonizzazione prevede il passaggio dall’uso, in ambito industriale e domestico, di combustibili fossili come il carbone, il gas naturale o il petrolio, a fonti di energia rinnovabili e prive di emissioni nocive di anidride carbonica (CO2). L’uso di combustibili fossili è la principale causa di surriscaldamento globale. Ha avuto inizio nel XVIII^ secolo con la rivoluzione industriale e a poco a poco, rilasciando nell’atmosfera quantitativi sempre maggiori di anidride carbonica (ad oggi, secondo i dati diffusi dall’Unione Europea, il settore energetico è responsabile dell’80% delle emissioni), ha contribuito a formare il gas a effetto serra. La decarbonizzazione svolge un ruolo fondamentale nel processo di transizione perché, oltre ad influire sul processo di riduzione delle emissioni di gas serra, è rivolta verso fonti di energia sostenibili e prive di carbonio, come le rinnovabili. Tutto ciò, richiederà decenni e migliaia di miliardi di dollari.

Sono numerose le società di asset management impegnate nella costruzione di portafogli di investimento “Net Zero”. L’IEA (International Energy Agency), ha comunicato che la decarbonizzazione del settore energetico è una sfida da 110 mila miliardi di dollari. In aggiunta, la società americana di investimento Jennison Associates, tra le più impegnate nella costruzione di fondi tematici, ha evidenziato che la transizione verso un’economia green svilupperà un mercato da 2.500 miliardi di dollari concentrando gli investimenti sulla ricerca delle aziende produttrici di combustibili a zero o a basse emissioni, sulla promozione delle applicazioni e degli edifici industriali dedicati all’efficienza energetica e sull’elaborazione di infrastrutture intelligenti di creazione dell’energia.

La decarbonizzazione rappresenta una importante opportunità di lungo termine per gli investitori perché oltre a includere soluzioni green, implica il riconoscimento dei cambiamenti includendo anche le politiche attualmente implementate e i piani effettivamente annunciati dai governi.

*Head of Index & Market Data, Intesa Sanpaolo

Iscriviti alla Newsletter

67 commenti su “L’ECONOMIA GREEN E LA “DECARBONIZZAZIONE” DEL PORTAFOGLIO INVESTIMENTI”

  1. I would like to thnkx for the efforts you’ve put in writing this web site. I’m hoping the same high-grade blog post from you in the upcoming also. Actually your creative writing abilities has encouraged me to get my own website now. Really the blogging is spreading its wings rapidly. Your write up is a good example of it.

  2. Today, while I was at work, my sister stole my iphone and tested to see if it can survive a forty foot drop, just so she can be a youtube sensation. My apple ipad is now destroyed and she has 83 views. I know this is completely off topic but I had to share it with someone!

  3. Great – I should definitely pronounce, impressed with your website. I had no trouble navigating through all tabs and related information ended up being truly easy to do to access. I recently found what I hoped for before you know it in the least. Quite unusual. Is likely to appreciate it for those who add forums or something, site theme . a tones way for your client to communicate. Nice task.

  4. Greetings from Ohio! I’m bored to tears at work so I decided to browse your site on my iphone during lunch break. I enjoy the information you present here and can’t wait to take a look when I get home. I’m surprised at how quick your blog loaded on my phone .. I’m not even using WIFI, just 3G .. Anyways, very good site!

  5. I’ve been absent for some time, but now I remember why I used to love this website. Thanks, I will try and check back more frequently. How frequently you update your website?

  6. I like what you guys are up also. Such smart work and reporting! Keep up the superb works guys I have incorporated you guys to my blogroll. I think it will improve the value of my site :).

  7. Wonderful site you have here but I was wondering if you knew of any message boards that cover the same topics talked about here? I’d really like to be a part of online community where I can get responses from other experienced individuals that share the same interest. If you have any recommendations, please let me know. Thank you!

  8. Hi my loved one! I wish to say that this article is awesome, great written and come with approximately all vital infos. I would like to see more posts like this.

  9. There are certainly a lot of particulars like that to take into consideration. That may be a nice point to bring up. I provide the ideas above as normal inspiration however clearly there are questions just like the one you bring up the place an important factor shall be working in sincere good faith. I don?t know if finest practices have emerged around things like that, however I am positive that your job is clearly identified as a fair game. Both girls and boys really feel the affect of only a moment’s pleasure, for the remainder of their lives.

  10. Its like you read my mind! You seem to know so much about this, like you wrote the book in it or something. I think that you could do with a few pics to drive the message home a little bit, but other than that, this is fantastic blog. An excellent read. I will certainly be back.

  11. I really like what you guys are usually up too. This sort of clever work and exposure! Keep up the awesome works guys I’ve included you guys to my personal blogroll.

  12. Today, I went to the beach with my kids. I found a sea shell and gave it to my 4 year old daughter and said “You can hear the ocean if you put this to your ear.” She put the shell to her ear and screamed. There was a hermit crab inside and it pinched her ear. She never wants to go back! LoL I know this is completely off topic but I had to tell someone!

  13. You could certainly see your expertise in the work you write. The world hopes for more passionate writers like you who aren’t afraid to say how they believe. Always go after your heart.

  14. I love your blog.. very nice colors & theme. Did you create this website yourself? Plz reply back as I’m looking to create my own blog and would like to know wheere u got this from. thanks

  15. I’ve been absent for a while, but now I remember why I used to love this website. Thank you, I will try and check back more frequently. How frequently you update your website?

  16. Youre so cool! I dont suppose Ive learn something like this before. So good to find somebody with some original thoughts on this subject. realy thank you for starting this up. this web site is one thing that’s wanted on the web, someone with a little bit originality. helpful job for bringing one thing new to the internet!

  17. hello!,I like your writing very much! share we keep in touch extra approximately your post on AOL? I require an expert on this house to solve my problem. Maybe that’s you! Having a look forward to peer you.

  18. Oh my goodness! an incredible article dude. Thank you Nonetheless I’m experiencing challenge with ur rss . Don’t know why Unable to subscribe to it. Is there anyone getting similar rss downside? Anybody who knows kindly respond. Thnkx

  19. I’ve been absent for a while, but now I remember why I used to love this website. Thank you, I will try and check back more frequently. How frequently you update your website?

  20. I’ve been exploring for a little bit for any high quality articles or blog posts on this kind of area . Exploring in Yahoo I at last stumbled upon this website. Reading this information So i’m happy to convey that I have a very good uncanny feeling I discovered exactly what I needed. I most certainly will make certain to do not forget this website and give it a glance regularly.

  21. Valuable info. Fortunate me I found your site by chance, and I am surprised why this twist of fate did not happened earlier! I bookmarked it.

  22. Together with every little thing which seems to be developing throughout this specific area, many of your viewpoints are generally somewhat stimulating. However, I beg your pardon, but I can not give credence to your whole plan, all be it exhilarating none the less. It seems to everybody that your opinions are actually not entirely justified and in simple fact you are generally yourself not even fully confident of the point. In any event I did appreciate reading through it.

  23. We’re a group of volunteers and opening a new scheme in our community. Your site provided us with valuable info to work on. You’ve done an impressive job and our entire community will be thankful to you.

  24. Attractive element of content. I simply stumbled upon your website and in accession capital to say that I acquire in fact enjoyed account your blog posts. Anyway I’ll be subscribing on your feeds and even I success you get right of entry to persistently fast.

  25. Write more, thats all I have to say. Literally, it seems as though you relied on the video to make your point. You clearly know what youre talking about, why throw away your intelligence on just posting videos to your site when you could be giving us something informative to read?

  26. Have you ever considered writing an e-book or guest authoring on other blogs? I have a blog based upon on the same ideas you discuss and would really like to have you share some stories/information. I know my audience would value your work. If you are even remotely interested, feel free to shoot me an email.

  27. Hi there, i read your blog from time to time and i own a similar one and i was just wondering if you get a lot of spam responses? If so how do you stop it, any plugin or anything you can advise? I get so much lately it’s driving me mad so any assistance is very much appreciated.

  28. Hey! Someone in my Myspace group shared this website with us so I came to look it over. I’m definitely enjoying the information. I’m bookmarking and will be tweeting this to my followers! Wonderful blog and brilliant design and style.

  29. There are definitely lots of details like that to take into consideration. That is a great level to convey up. I provide the thoughts above as basic inspiration but clearly there are questions just like the one you carry up where crucial factor will probably be working in trustworthy good faith. I don?t know if greatest practices have emerged round issues like that, however I am sure that your job is clearly identified as a good game. Each boys and girls really feel the influence of just a second’s pleasure, for the rest of their lives.

  30. I keep listening to the news update speak about receiving free online grant applications so I have been looking around for the top site to get one. Could you tell me please, where could i find some?

  31. I have not checked in here for some time as I thought it was getting boring, but the last several posts are good quality so I guess I?¦ll add you back to my everyday bloglist. You deserve it my friend 🙂

  32. Hello, Neat post. There’s a problem with your website in web explorer, may check this?K IE still is the market leader and a good element of other folks will miss your fantastic writing because of this problem.

  33. I’d have to examine with you here. Which is not one thing I usually do! I take pleasure in reading a post that may make folks think. Additionally, thanks for permitting me to comment!

  34. Can I just say what a relief to find someone who actually knows what theyre talking about on the internet. You definitely know how to bring an issue to light and make it important. More people need to read this and understand this side of the story. I cant believe youre not more popular because you definitely have the gift.

  35. Fantastic goods from you, man. I have have in mind your stuff prior to and you are simply extremely excellent. I actually like what you’ve got right here, really like what you’re stating and the way by which you assert it. You’re making it entertaining and you still care for to stay it smart. I can’t wait to learn much more from you. This is really a tremendous website.

  36. Hello just wanted to give you a quick heads up and let you know a few of the images aren’t loading correctly. I’m not sure why but I think its a linking issue. I’ve tried it in two different browsers and both show the same results.

  37. Just wanna input on few general things, The website style and design is perfect, the subject material is rattling fantastic : D.

  38. I was just seeking this info for a while. After six hours of continuous Googleing, at last I got it in your site. I wonder what is the lack of Google strategy that do not rank this type of informative websites in top of the list. Normally the top sites are full of garbage.

  39. Hey would you mind sharing which blog platform you’re using? I’m planning to start my own blog soon but I’m having a hard time choosing between BlogEngine/Wordpress/B2evolution and Drupal. The reason I ask is because your layout seems different then most blogs and I’m looking for something unique. P.S Apologies for getting off-topic but I had to ask!

  40. I was suggested this website by means of my cousin. I am now not certain whether or not this publish is written by means of him as nobody else understand such distinct about my trouble. You’re incredible! Thanks!

  41. I do not even know how I ended up here, but I thought this post was great. I do not know who you are but certainly you’re going to a famous blogger if you are not already 😉 Cheers!

  42. I don’t even know how I stopped up right here, but I believed this submit was good. I don’t realize who you might be however certainly you are going to a well-known blogger for those who are not already 😉 Cheers!

  43. Thank you for the sensible critique. Me and my neighbor were just preparing to do some research about this. We got a grab a book from our local library but I think I learned more clear from this post. I am very glad to see such fantastic information being shared freely out there.

  44. I am often to blogging and i really appreciate your content. The article has really peaks my interest. I am going to bookmark your site and keep checking for new information.

Lascia un commento

Il tuo indirizzo email non sarà pubblicato. I campi obbligatori sono contrassegnati *

Scroll to Top