Transition investing​

Investment opportunities in the shift to a low-carbon economy. This portal brings clarity to transition investing - offering specialist knowledge, expert views and real-world stories of transition in action.​

Introduction to transition investing

The term ‘transition investing’ describes allocations that finance progress towards net zero. It covers investments in industries and infrastructure that are helping the energy transition, as well as targeting high-emitting sectors that require substantial financing to implement their climate strategies. Critical to transition investing is having a credible way to determine which companies can effectively transition.

Investing in the transition can take the form of equity or debt, as well as project financing.

Approaches to transition investing
Climate solutions

Investments in environmental solutions companies engaged in the powerful multi-year decarbonisation structural growth opportunity.

Examples include:

  • Investments in the infrastructure transformations required to achieve net zero, such as upgrading electrical power grids and transmission systems.
  • Investments in decarbonisation innovations and projects, such as green hydrogen and carbon capture and storage.
Essentials of net-zero investing

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Accessing transition investments

At Ninety One, we believe the net-zero transition is creating a multi-year, structural investment opportunity – as well as the chance to help drive progress towards a clean-energy future for all of the world’s people. Find out about our transition investment solutions.​

Find out how Ninety One is incorporating ‘transition’ into its investment research and analysis

Read the paper Ninety One’s net-zero strategy

For more information on dedicated transition investing, contact your local team to meet our transition experts