Horizon is J O Hambro’s proprietary forecasting tool that brings a new level of clarity to climate-integrated investing. By providing probabilistic projections of Scope 1 and 2 greenhouse gas (GHG) emissions at both company and portfolio level, Horizon empowers our investment teams to judge—with confidence—the credibility and momentum behind a company’s path to a low-carbon future.
Built to fuel deeper climate insight, Horizon enhances scenario analysis, sharpens our understanding of carbon-pricing impacts, pinpoints opportunities for targeted engagement, and strengthens climate-related disclosures across the firm.
Developed in partnership with the University of Exeter’s Global Systems Institute (GSI), Horizon is anchored in cutting-edge climate science. Exeter’s academic expertise helped ensure that Horizon captures the true complexity of transition risk, delivering a robust, science-based model for forecasting emissions trajectories.
Our Approach
Horizon embraces complexity and translates it into decision-ready intelligence by:
- Using probabilistic modelling to reveal a range of possible emissions outcomes—not a single, misleading number.
- Continuously recalibrating as new information emerges, creating a living, dynamic view of climate alignment.
- Integrating real-world drivers—regulation, technology, and sectoral decarbonisation trends.
- Linking emissions trajectories to financial impact, helping investors make better-informed decisions.
Why Horizon?
As climate expectations rise, investors need tools that reflect reality, not oversimplified assumptions. Many third-party models fall short because they:
- Overlook restated or unaudited emissions data
- Treat corporate pledges as promises rather than aspirations
- Apply linear forecasting to inherently nonlinear transitions
- Ignore the compounding effect of cumulative emissions
- Fail to connect climate pathways with financial outcomes
Horizon was designed to close these gaps and deliver insight that investment teams can actually use.
