Case Study 6 | Climate Transition – Private Equity Portfolio
- Climate Transition.
- Transformative Technologies.
- Diversity, Equity, and Inclusion.
The investment strategy focuses on sustainable wealth creation by aligning with global megatrends, specifically targeting climate transition, diversity, equity & inclusion, and transformative technologies. It leverages a diversified private equity portfolio, including buyout, growth, venture, and secondaries strategies, providing inherent diversification across sectors and geographies. This approach aims to generate long-term value by investing in sectors that reduce greenhouse gas emissions, promote inclusive practices, and drive innovation through cutting-edge technologies, while also ensuring robust risk management and potential for strong financial returns.
The institutional investor is actively seeking to explore opportunities in the climate transition space, recognising the sector’s growing relevance and potential. While they currently lack significant experience, they are attracted to the strategic value of thematic investments, which provide diversified exposure to various climate transition strategies. This approach not only mitigates risk but also offers valuable learning opportunities. The investor is committed to achieving strong financial returns while upholding environmental and social sustainability, aligning with their ethical values and long-term financial goals. This alignment emphasises their dedication to integrating responsible investment practices with robust financial performance.
AU$ 500 million.
Private Equity (Growth, Venture, Buyout and Secondaries)
