An analytical framework to price long‐dated climate‐exposed assets

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Pubblicato in:Quantitative Economics vol. 16, no. 4 (Nov 1, 2025), p. 1093-1147
Autore principale: Chikhani, Pauline
Altri autori: Renne, Jean‐Paul
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John Wiley & Sons, Inc.
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100 1 |a Chikhani, Pauline  |u Faculty of Business and Economics (HEC), University of Lausanne, 
245 1 |a An analytical framework to price long‐dated climate‐exposed assets 
260 |b John Wiley & Sons, Inc.  |c Nov 1, 2025 
513 |a Journal Article 
520 3 |a This paper uses a tractable stochastic integrated‐assessment model to analyze the influence of climate change on asset returns across time and maturity. Quasi‐analytical, or recursive, formulas allow to price various long‐dated assets, including fixed‐income products, derivatives, and equities. We find that climate risks will increasingly drive down long‐term risk‐free yields, reducing them by about 30 basis points by the end of the century. This decline reflects weaker growth and increased uncertainty, leading to a rise in precautionary savings. We illustrate the concept of climate risk premiums by examining model‐implied prices of long‐term assets vulnerable to sea level rise or temperatures. Climate risk premiums are particularly sensitive to damage assumptions. 
653 |a Climate change 
653 |a Risk aversion 
653 |a Recursion 
653 |a Permafrost 
653 |a Premiums 
653 |a Emissions 
653 |a Prices 
653 |a Calibration 
653 |a Derivatives 
653 |a Maturity 
653 |a Risk 
653 |a Risk premiums 
653 |a Assets 
653 |a Simulation 
653 |a Uncertainty 
653 |a Financial instruments 
653 |a Carbon 
653 |a Temperature 
653 |a Consumption 
653 |a Cost control 
700 1 |a Renne, Jean‐Paul  |u Faculty of Business and Economics (HEC), University of Lausanne, 
773 0 |t Quantitative Economics  |g vol. 16, no. 4 (Nov 1, 2025), p. 1093-1147 
786 0 |d ProQuest  |t ABI/INFORM Global 
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