transition pragmatists. 

Economic transitions reshape profit pools, supply chains and capital allocation. 

We analyse how science, technology, policy and economics drive system changes that reshape industries, value chains and markets – and translate the investment implications into differentiated strategies across asset classes. 

Our USD 10 billion sustainable investment platform combines deep environmental science and economic expertise with active investment skill across equities, fixed income, commodities, and private equity and credit.

speak to an expert

 

Consistent outperformance with measurable decarbonisation

Five years of our TargetNetZero Global Equity strategy show that portfolio decarbonisation can be compatible with returns. We assess the sustainability and financial factors that have driven excess performance1.

download our article

 

Which commodities are key to the economic transition?    

Critical materials underpin powerful economic trends – from electrification to AI infrastructure and lean industry. Since 2023, our Transition Materials strategy has targeted commodities key to future growth. 

download our article

Sustainable investment capabilities.

 

TargetNetZero

Core equity and fixed income strategies combining broad market exposure with built-in, forward-looking decarbonisation. Proprietary analysis identifies companies in all sectors that are credibly cutting emissions, enabling diversified portfolios with controlled active risk. 
 

 

Transition Materials

A diversified commodities strategy targeting resources essential to electrification and broader industrial transformation. Proprietary supply-demand research identifies structural imbalances driving long-term return potential. The portfolio also offers inflation protection and low correlations with equity and fixed income benchmarks.

explore more perspectives.

contact us about sustainable investment.

Please enter your first name.

Please enter your last name.

Please enter your company name.

Please enter your job title.

Please enter a valid corporate email address.

Please enter your message.


Your information will be used accordingly to our Privacy Statement

Important information.

This document is a Corporate Communication and is intended for Professional Investors only.

This document is a Corporate Communication for Professional Investors only and is not a marketing communication related to a fund, an investment product or investment services in your country. This document is not intended to provide investment, tax, accounting, professional or legal advice.

Read more.

share.