$Ssustainability – Utkarsh Majmudar

Climate risk is ultimately a valuation problem

Waterfall chart showing enterprise value declining from 100 to 45 across four climate risk channels, with terminal-value causing the largest drop.

A shorter version of this piece was originally posted on LinkedIn — this is the fuller version, with more detail on each valuation channel, the study’s findings, and the practical implications for investors and CFOs. Climate risk has moved from a sustainability footnote to a core driver of enterprise value. For years, it lived inContinue reading “Climate risk is ultimately a valuation problem”