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.
To combat climate change, reduce carbon emissions and transform to a low carbon economy, the world need to invest $US2.4 trillion p.a.1
We invest in companies leading this transformation.
Access an area of structural growth:
Rebalance climate risk within other parts of your portfolio
Make an impact:
The Global Environment team has the specialist skill sets needed to invest in decarbonisation, specifically: direct experience of managing decarbonisation-focused strategies; and deep knowledge of the economic and investment implications of the energy transition.
The team draws on the expertise of the wider Thematic Equity team within Multi-Asset at Ninety One, who have a specialist knowledge of the supply/demand dynamics of metals and mining — including many of the key elements that go into renewable technologies. ESG factors are fully integrated into their investment process.