What is the carbon footprint of your investments?

Posted by Ethical Investing NZ

Friday 24 April 2026

Climate change is no longer a future concern — it’s a present‑day investment risk. As climate‑related regulation, physical impacts, and transition pressures increase, investors are increasingly asking not only what they’re invested in, but what impact those investments have.

At Ethical Investing NZ, we believe transparency is a key part of responsible investing. That’s why, working with our investment research partner Māpua Wealth, we’ve begun measuring the carbon footprint of the growth assets within our model portfolios.

 

Why measure the carbon footprint of portfolios?

Carbon footprinting helps us understand how exposed portfolios may be to climate‑related risks. Companies with higher emissions can face:

  • Increased regulatory and compliance costs
  • Greater transition risk as economies decarbonise
  • Higher reputational risk
  • Long‑term impacts on profitability

By measuring and monitoring emissions, we can make more informed decisions — and have clearer conversations with clients about trade‑offs, expectations, and long‑term resilience.

 

What we measured

Māpua Wealth’s analysis focuses on the growth allocation of our portfolios:

  • Global and Australasian shares
  • Listed property
  • Listed infrastructure

We measured Scope 1 and Scope 2 emissions, expressed in tonnes of CO₂ equivalent.

  • Scope 1 emissions are direct emissions produced by companies (such as fuel burned on‑site or company vehicles).
  • Scope 2 emissions are indirect emissions from purchased energy, such as electricity used by the companies held.

The data is an asset‑weighted average of portfolio holdings, using emissions data from global ESG data provider Sustainalytics. Global equity estimates are derived from MSCI data via BlackRock.

 

What the results show

When compared with equivalent growth benchmarks:

  • Our Sustainable model portfolios show a 47% reduction in carbon footprint
  • Our SustainablePLUS model portfolios show a 27% reduction in carbon footprint

The SustainablePLUS portfolios have a higher footprint than the Sustainable portfolios due to exposure to strategies such as GMO Climate Change and Kernel S&P Global Green Energy, which invest in materials critical for renewable energy and battery technology. These strategies may have higher emissions today but are part of the broader transition to a lower‑carbon future.

Click here to view the report.

 

What this means for investors

Lower emissions don’t automatically mean better performance — and higher emissions don’t automatically mean poor outcomes. What matters is understanding:

  • Where emissions sit today
  • How they may change over time
  • Whether the investment strategy aligns with the transition required for a low‑carbon economy

For us, carbon measurement is one tool among many. It helps us design portfolios that reduce unnecessary climate risk, remain diversified, and align with our clients’ ethical and financial goals.

 

Looking ahead

This is a starting point, not the finish line. Carbon data is evolving, disclosures are improving, and methodologies continue to be refined.

We’ll keep measuring, improving transparency, and working with partners like Māpua Wealth to strengthen how climate considerations are reflected in investment portfolios — always with a focus on long‑term outcomes for our clients.

If you’d like to understand how your investments compare, or what climate‑aware investing could look like for you, we’re happy to talk.

Got any questions?
Let’s chat.

Call 09 337 0997
or send us a message.