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Hedge funds and climate news risk: Evidence from stock holdings in fossil fuel firms
Journal article   Open access   Peer reviewed

Hedge funds and climate news risk: Evidence from stock holdings in fossil fuel firms

Viktoriya Lantushenko, Edward Nelling and Carolin Schellhorn
The Journal of financial research
20 Jan 2025
url
https://doi.org/10.1111/jfir.12453View
Published, Version of Record (VoR) Open

Abstract

Business & Economics Business, Finance Social Sciences
We examine the role of hedge funds in facilitating the transition to a low-carbon economy. As highly informed and relatively unregulated investors, hedge funds are in a unique position to recognize and address climate change risks. We analyze hedge fund ownership of fossil fuel firms in response to climate news risk and the related lobbying activities of their portfolio firms. With the rise of the divestment movement after 2013, the hedge fund sector reduced its portfolio commitment to risk-exposed lobbyists that are slowing progress towards decarbonization. Our results suggest that hedge funds help facilitate the transition to low-carbon energy sources.

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Collaboration types
Domestic collaboration
Web of Science research areas
Business, Finance
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