Landscape Review: Investing in Climate Change Mitigation


This landscape review by the impact investing team presents the opportunity to examine the effects of climate change and considers options for investing in ways that may effect positive change. Investors interested in having a positive impact on the challenge of global climate change want to know how to be strategic with their capital. Which areas are in greatest need of change in order to speed the transition to a future with lower greenhouse gas (GHG) emissions?

This landscape review examines opportunities for reducing emissions from sources in the United States, one of the leading contributors to the thickening layer of insulation in the atmosphere that is causing surface temperatures to rise. Until recently, leading US GHG emissions had been declining from peaks reached in 2005. That has unfortunately changed. While significant progress has been made in lowering the carbon-intensity of the electric power sector, emissions from the transportation, industrial, and buildings sectors increased in 2018. Moreover, some longer-term projections provide for this trend to continue, particularly in the industrial sector.

Investors can have an impact with their capital across these four sectors. Broad investment themes that will bend the curve toward lower emissions include renewable power generation, grid management, industrial and building efficiency, and smart mobility. Fortunately, there is a fairly large universe of private investment managers that are helping to build companies aligned with these themes. They offer investors strategies with varying risk and return profiles.


The information provided is intended solely to provide general information. The information and opinions stated may change without notice. The information and opinions do not represent a complete analysis of every material fact regarding any market, industry, sector or security. Statements of fact have been obtained from sources deemed reliable, but no representation is made as to their completeness or accuracy. The opinions expressed are not intended as individual investment, tax or estate planning advice or as a recommendation of any particular security, strategy, or investment product. Please consult your personal advisor to determine whether this information may be appropriate for you. This information is provided solely for insight into our general management philosophy and process. Historical performance does not guarantee future results and results may differ over future time periods.


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