United StatesWe believe:
- Disruptive forces are driving fundamental changes to the global economy.
- Secular drivers including resource constraints, regulation, technological change and evolving social trends are leading to transformations across most sectors.
- Sustainability opportunities and risks are often misunderstood by the market, creating an attractive investment landscape for specialist, long-term investors.
We invest
- In companies and assets that we believe are well positioned to benefit from the transition to a more sustainable economy.
- In companies with strong fundamentals and compelling relative valuations, that demonstrate sound management of risk whilst being able to adapt intelligently to changing conditions.
We offer:
- A well-rounded suite of investment solutions spanning multiple asset classes, aiming to deliver superior risk-adjusted returns over the medium to long term.
How does the transition to a more sustainable economy create investment opportunities?
This summary document explains how global sustainability challenges are profoundly shaping capital markets, provides examples of disruptive forces that are driving change, and investable opportunities that benefit from that change.
Date: 30 Sept 2023
How does the transition to a more sustainable economy create investment opportunities?
This summary document explains how global sustainability challenges are profoundly shaping capital markets, provides examples of disruptive forces that are driving change, and investable opportunities that benefit from that change.
Date: 30 Sept 2023
Impax 25 years – the transition to a more sustainable economy
Insights
‘Keep hope alive’: real versus alternative facts in finance
Julie Gorte reflects on the false narratives and politicization surrounding sustainable investment approaches, and the financial costs of overlooking environmental and social risks
Impact Report 2025
Measuring impact from environmental and social investment opportunities
Five reasons why swaps should be the benchmark for US credit spreads – not Treasuries
The interest rate swap curve is an alternative reference point for pricing corporate bonds at a time when US government debt’s historic ‘risk-free’ rate status looks shaky
Plugging the gaps in EV charging infrastructure
Sustained adoption of electric vehicles in Europe supports selective opportunities for private markets investors in charging assets.
It’s the economy, stupid: capturing the potential of climate-related investment opportunities
Consensus on climate action might have frayed, but progress in the real economy highlights the opportunity set for rational investors focused on climate-related risks and opportunities
Climate transition plans: a blueprint for corporate resilience
Company climate disclosures need to be forward-looking, flexible and focus on adaptation and resilience to be decision-useful for investors