Gemway is invested in consumer related companies in emerging countries so that they would ebenfit from the growth of emergining countries. So the stock selection is already focused on low carbon exposure companies. The deepening of the analysis enables Gemway to increase its set of companies involved in new growth paths.
Usually the scenarios the previous question refers to are used to justify the investments in highly exposed companies to ESG risks. Gemway does the opposite : low exposure from start and discussion with companies or further reflection to try to make the exposure lower.