United StatesTakeover opportunities in the renewables market
Dislocations in market valuations have encouraged private equity buyers to snap up listed renewable independent power producers (IPPs), highlighting opportunities for long-term investors
Boiling the frog: What’s happening to shareholder rights?
Changes to Delaware law, new guidance from the SEC and legislation aimed at excluding sustainability-related factors from investment decision-making are combining to diminish US shareholder rights.
US consumer health: alarm bells are ringing
Rising unsecured debts, unemployment fears and tariff-driven inflation paint an ominous picture for more vulnerable issuers whose fortunes hinge on US consumer discretionary spending
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.