MSCI Climate Week NYC 2026
New market dynamics Emerging risk and the opportunity ahead
Physical risk, AI infrastructure and energy disruption are reshaping global markets and creating new opportunities.
During New York Climate Week, MSCI will host an exclusive, invitation-only gathering of leaders from across the financial system who are using data and intelligence to find conviction and competitive advantage in a rapidly shifting landscape.
See highlights from 2025
Agenda
Registration and networking breakfast
Demos available
Opening remarks
Executive Fireside: What Is Reshaping Portfolios Right Now?
The structural forces such as geopolitical disruption, AI, energy transition and physical risk, that are hitting institutional portfolios today, and what they mean for long-term investment strategy.
The Financial Materiality of Physical Risk: From Exposure to Investment Impact
How physical risk exposure translates into asset valuation, credit quality, insurability and portfolio performance.
Energy Security, Geopolitics & the New Investment Map
How geopolitical disruption is redrawing energy investment flows, reshaping transition assumptions and creating new opportunities for investors positioned to act.


Lunch and networking
Demos available
The Hidden Adaptation Economy: Where Is the Opportunity Right Now?
Corporate resilience as a source of investment opportunity and where the adaptation opportunity is most compelling across regions and asset classes.
Breakout A: Stewardship in a Divided World: Engaging Companies When the Rules Have Changed
New approaches to engaging companies on climate and emerging risks, and how new data and AI are changing what's possible.
Breakout B: Physical Risk & Insurability: From Signal to Investment Decision
How physical risk exposure, rising insurance premiums and adaptation data can be used together to identify where the real investment opportunities lie.
Breakout C: Banks & Physical Risk
A focused roundtable on how AI-powered geospatial analysis is changing what banks can see at the asset level, and what that means for underwriting, loan pricing and portfolio management.
Networking break
Demos available
AI, Emerging Technology & the Investment Landscape
How AI infrastructure is intersecting with energy demand and physical risk, and what the next wave of data and analytics means for how investors navigate decisions.
Closing remarks

Networking reception
