Is your Portfolio Exposed to Transition Risk?

How to measure and manage it?

Today’s session will focus further on transition risk, and how it manifests in your investments (real estate, equities, bonds, fixed deposits, mutual funds, pensions/401k). If you plan to join, please use this link, at 12 noon BST.

Last week, on our Lunch & Learn session, we discussed which investments are exposed to transition risk, and why? Also, we covered how to manage ‘Transition Risk’ while investing. It is to be noted that ESG funds or ESG rated securities are not immune to ‘transition risk’ as is being construed.

Over the last few days, we had asked if you were interested in our exclusive offer to seed the Helix Transition Index, that we are building. If you haven’t filled out the expression of interest form, please click here to fill out your form. Please remember that the offer is only for network members and time is running out. The chat thread, that opens up when you click on Helix Transition Index is only for subscribers (free as well as paid), so please do not forward to friends and family. If you would like to introduce them to Helix, kindly ask them to subscribe, and then get access to the exclusive opportunities that we provide. The order of allotment, would be founding members, followed by paid subscribers, free subscribers, and then any external parties. At this point in time, it is only an expression of interest, so that we can share confidential investment prospectus with you. No funds transfer is required at this stage, and this is not a commitment letter. Since this is a private raise, we are required to have consent, before sharing our prospectus. If you have expressed interest, we will be in touch over the next few weeks to discuss further and share the terms of the deal.

Please find below, the recording of last week’s session:

Happy Transforming!!!