Maximizing investment returns during a climate transition

Sustainability is increasingly growing in importance for investors and comes with several opportunities and risks. A major Swedish institutional investor needed help to create a joint view of the sustainability transition, understand if their investments were driving towards sustainability and understand how they could capture the investment opportunities that sustainability brings.

During a two months project, we did a structured walk-through of value chains where trends connected to the climate transition affect the market and will create shifts in asset values. We worked closely with the executive leadership of the organisation and brought in experts on different clean markets to share knowledge with the client. We then built a fact base around concrete investment themes and delivered a list of suitable investment opportunities that fit the organisation’s investment criteria, skill set and beliefs.