Global Carbon Opportunity

The alpha potential of a growing market, key to the environmental transition.


Access to actively-managed, long-biased exposure to potentially attractive risk/reward carbon opportunities globally.

introducing carbon markets.

why carbon now?

our strategy.

why us?

our investment process.

1.
Universe
selection

2.
Investment
idea generation

3.
Portfolio
construction

4.
Portfolio
management

 

team.

investment team.

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Callum Lee
Portfolio Manager

 

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Ruben Lubowski
Chief Carbon and Environmental Markets Strategist

 

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Lorenzo Bernasconi
Head of Climate and Environmental Solutions

 

sustainability.

   
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Adriana Becerra-Cid
Sustainability Manager

 

 

The composition of the investment team may change.

‘A race to the top’: CBAM’s impact on global carbon pricing
investment viewpoints Institutional
investment viewpoints Institutional GCO Alternatives.

‘A race to the top’: CBAM’s impact on global carbon pricing

Could Europe’s new carbon tax on imports reverse years of cross-border climate cynicism and advance global efforts to better price emissions? 

A new dawn for voluntary carbon markets?
investment viewpoints Wholesale
investment viewpoints Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers Alternatives. Alternative risk premia GCO Plastic Circularity Strategy Insurance linked securities Sustainable Private Credit TerreNeuve

A new dawn for voluntary carbon markets?

New guidelines have the potential to boost confidence and participation in the voluntary carbon market by identifying high-quality credits. 

Emissions trading: the market overlooks UK cap reforms
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. GCO Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Emissions trading: the market overlooks UK cap reforms

The UK has extended and could expand its Emissions Trading Scheme as part of its strengthened commitment to carbon markets, deepening the opportunity set for investors.

Carbon credits: reinforcing quality for impact and returns
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. GCO Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Carbon credits: reinforcing quality for impact and returns

Important actions are being taken to enhance the ability of carbon credits to channel much-needed finance to protect and restore nature.

Carbon markets advance despite mixed COP27 results
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. GCO Themes Sustainability COP26 Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Carbon markets advance despite mixed COP27 results

COP27 was a missed opportunity to finalise rules governing how nations can cut emissions using carbon markets – but will that hinder the markets' growth?  

Challenging a US energy firm on exiting coal
investment viewpoints Asset Management
investment viewpoints Asset Management Institutional Consultants DB DC Insurance Official institutions Investment strategies Alternatives. GCO Sustainability Wholesale Banks Endowments Fund of funds Geronne Independants Third party asset managers

Challenging a US energy firm on exiting coal

This case study outlines our engagement actions with an energy firm on its decarbonisation strategy and targets for renewable energy.

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