Sustainable & Impact Investing

Climate Tech’s Evolution: The Maturation to a Competitive, Returns-Focused Thematic Investment Sector

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Climate tech has gained popularity among investors in recent years, but those familiar with the space recognize it as an evolution from clean tech solutions developed in the 2000s. In this paper, we explore the development of this growing investment theme, look at its evolution into a financially compelling investment opportunity, and discuss how investors can best take advantage of this opportunity.

From Policy to Implementation: A Net Zero Playbook for Investors

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While climate awareness is essential for all investors, others seek to be more ambitious by adopting a net zero goal for their portfolios. This paper explains the rationale for doing so and outlines an approach for target setting and implementation. A net zero policy focuses on decarbonizing the real economy. Investors have two powerful levers to do this: (1) stewardship and engagement; and (2) climate solution investments.

The Work of a Lifetime: Spend-Down Funds

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A growing number of institutions and families are choosing to spend down assets over a limited time, rather than investing in perpetuity. There are valid arguments for—and against—using a spend-down approach to achieve philanthropic and investment goals. This paper provides historical context for spend-down funds, considers nuances for achieving good governance, and suggests an approach for dynamic asset allocation strategy, with case studies as illustrations.

Sustainable and Impact Investing 2022: Insights and Perspectives

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In our 2022 Sustainable and Impact Investing Survey, we reached out to Cambridge Associates clients for insights into how investors are thinking about sustainable and impact investing, as well as to identify changes in the field over the past two years and to understand possible future trends. Of the 144 clients who responded, 93 reported engaging in sustainable and impact investing, and this chart book explores trends in the investment structure, implementation strategies, and governance and measurement of sustainable and impact investing.