
Russ Bowdrey
Executive Director, Climate Research, MSCI
Russ Bowdrey is an Executive Director in MSCI's newly formed Emerging Risks team, where he spearheads work on systemic climate risk. His work focuses on the interconnected nature of supply chains and the economy, converting these complex relationships into actionable insights.
With over 19 years of experience spanning investment strategy, climate risk, and actuarial consulting, Russ has spent half of his career focused on climate risk integration in financial decision-making. At Ortec Finance, he led a client service team that supported over $4.5 trillion in assets under management. At Aviva, alongside his role in ALM, he was central the cross functional team pioneering work to build climate risk modelling and TCFD-aligned reporting, helping shape sustainable investment practices.
Russ holds an MSc in Aerospace Engineering from Cranfield University and is a Fellow of the Institute and Faculty of Actuaries (FIA). Outside of work, he enjoys painting, fly fishing and running.
CLIMATE SCENARIO ANALYSIS
Climate scenario analysis: regulatory whip or unpriced alpha opportunity?
- Is climate scenario analysis undertaken solely to meet regulatory and reporting requirements, or are firms using it to inform real business decisions?
- Can scenario analysis be used to identify unpriced alpha and/or investment opportunities?
- Can scenario analysis credibly inform strategic decisions such as transition plans
- Are the new‑generation models finally operating at sufficient granularity and overcoming the data limitations that have tyrannised the industry?
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