Viewpoint
Defining the Global Environment universe
The Global Environment team has identified a diverse universe of companies that they believe are benefiting from decarbonisation. This paper explains the methodology they use to find them.
The Strategy aims to achieve long-term total returns by investing in the equities of companies expected to contribute to the transition to a lower-carbon global economy. It focuses on businesses in three key areas of decarbonisation: renewable energy, resource efficiency and electrification. The Strategy aims to have a measurable positive impact by financing companies that are solving the world’s environmental challenges.
A compelling investment proposition
A differentiated investment approach
An experienced team
01We believe that investing in decarbonisation offers investors exposure to a new structural growth area; the potential to hedge carbon risk; and the chance to make a positive impact. |
02We look across global value chains to identify companies generating revenues from businesses that are helping the world avoid emissions. |
03We target companies with three key attributes: growth potential, sustainable returns and competitive advantages. |
04We believe an unconstrained and focused approach, combined with a long-term investment horizon and active engagement, is the optimal way to invest in decarbonisation. |