Energy Transition and Investing -seminar brought together industry experts at Pörssitalo
Finsif and CFA Society Finland jointly hosted the seminar “Energy Transition and Investing – From Macro Impacts to Asset Allocation Across Asset Classes” on 28 January at Pörssitalo in Helsinki, bringing together around 130 investment professionals and sustainability experts for an in-depth discussion on one of the most consequential themes facing markets today.
The central message of the seminar was clear: while the energy transition is underway, progress is uneven and slower than many had hoped. Investors therefore need to balance optimism with realism — hoping for the best while preparing for the risks and uncertainties ahead. Active engagement with both companies and governments remains a key lever for investors seeking to support and accelerate the transition.
Discussions highlighted that the implications of energy transition extend across all asset classes. Portfolio construction choices and instrument selection play a meaningful role in shaping real-world outcomes and influencing the path toward net zero. As a result, energy transition considerations are no longer optional — they are integral to long-term investment strategy and risk assessment.
We extend our sincere thanks to our keynote speakers, Nick Stansbury and Ulf Erlandsson, and to our panellists Edoardo Cilla, Simon Michaux, Matti Hietanen, Antti Raappana, CFA, Peter Lindström, CFA, and Matteo Botto Poala for their expert insights and thoughtful perspectives. We also thank moderators Karoliina Loikkanen and Hanna Kaskela, and our host Vesa Syrjäläinen, CFA, for guiding the discussions.
Special appreciation goes to our sponsors — Fidelity International and Goldman Sachs Asset Management — and to Kaisa Paatsola and Jenny Uski for their valued collaboration in making the event possible.
Thank you to everyone who participated both in person and online, and for the engaging questions and active dialogue. The energy transition will continue to challenge investors, and the conversation around its market and portfolio implications is far from over.
