United StatesExtreme heat and the semiconductor supply chain: unpriced risks
Our analysis highlights how extreme heat presents rising risks for many chipmakers that are hard to model, but critical for investors to evaluate at a fab-specific level given their financial materiality
Unpack climate change, switch the narrative
Investors need to sidestep the politicisation of climate change and focus their analysis and language on its rising financial implications for companies and, ultimately, asset owners
How the sustainability story for Asian investors is evolving – in three ways
We perceive a shift in focus in the region towards economic resilience, solutions to AI’s environmental challenges and financially material insights from sustainability analysis
Global Opportunities Strategy
We believe the transition to a more sustainable global economy provides a helpful backdrop to construct high conviction, low turnover equity portfolios that are well positioned to achieve long term capital growth.
Leaders Strategy
A long-only, all-cap global equities strategy investing in Environmental Markets.
US Environmental Leaders Strategy
A long-only, all-cap US equities strategy investing in Environmental Markets.
Global Social Leaders Strategy
A diversified, global equity strategy that seeks to invest in companies that offer strong corporate cultures and that provide products or services benefitting society.
Impax Funds
Mutual funds focusing on the investment risks and opportunities arising from the transition to a more sustainable global economy.