We believe:
- 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 we believe are well positioned to benefit from the transition to a more sustainable economy.
- In companies that we believe are higher quality, with strong business models and governance, 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.
- Investment solutions underpinned by proprietary investment tools designed to allocate clients’ capital towards the sustainable economy.
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
Silent enablers of the global tech boom in Asia
Suppliers of critical products and services to world-leading industries are playing a key role in the transition to a more sustainable economy
Investing to address biodiversity loss
The scale of exposure to nature-related risks means investors must urgently understand the drivers of biodiversity loss and invest in ways to reduce them
Disrupting the inefficient healthcare system
World-leading innovation means the US is home to a breadth of exciting – and under-researched – smaller healthcare companies that are improving outcomes for patients and providers
America should be the eagle, not the ostrich, of the clean energy transition
With US jobs, leadership and investment returns at stake, we must embrace the transition to a cleaner, more resilient economy
Electricity networks: the new pipelines of the global economy
An expected doubling of the world’s grids by 2050 is creating compelling opportunities for companies with the materials and know-how to create a new backbone for the global energy system
Plastic surgery: cutting healthcare waste
Circular innovations are reducing hospitals’ environmental impacts – and lowering costs