We believe that:
- Capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity.
- These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
- Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances investment decisions.
We invest in companies and assets that are:
- Well positioned to benefit from the transition to a more sustainable global economy.
- A well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long-term.
- We seek higher quality companies with strong business models that demonstrate sound management of risk.
Mission First, People Always
A Q&A with Microsoft’s Rani Borkar
China’s Five-Year Plan: an important step on the path towards net zero?
All eyes are now on Beijing’s next Five-Year Plan, which will be unveiled in March. Environmental objectives are expected to feature prominently; so, what policy buttons will China press to achieve its 2060 net-zero target?
Making green taxonomies less taxing: lessons from the last 20 years
As politicians unveil new environmental policies and business leaders seek recognition for their latest low-carbon commitments, others are wrestling with what “green” actually means.
Financing the Transition to a More Sustainable Economy
In this article, we discuss Impax’s sustainable fixed income approach in context of the transition to a more sustainable global economy and the rapidly evolving impact bond market.