Introduction to the Neuberger Berman Climate Innovation Fund

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  • 03 mins 09 secs

Learning: Unstructured

In this short video, Portfolio Managers Evelyn Chow and Charlie Lim introduce the recently launched Neuberger Berman Climate Transition Fund. They also highlight the scale of the opportunity around the decarbonisation megatrend and some potential ways of investing in it.
Channel: Sustainable Investing Hub

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Climate change. It's the most pressing issue of our time. The impacts on planet and people are causing tremendous losses, environmental social and also financial. We're not on track to limit global warming to 1.5 °C or even 2.0. The level set by the Paris Agreement to preserve a sustainable future.

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Achieving these goals requires delivering on a €90 trillion funding gap from now through 2050 which government commitments and spending alone cannot address yet. There is reason for optimism. According to the IPCC, the solutions and technologies needed to drive decarbonisation already exist much of it from the private sector. Climate innovation just needs to be harnessed and scaled.

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We think climate innovation offers three compelling opportunities for investors to profit from accelerating structural growth, driving from climate solutions to provide and direct capital to companies producing the most impactful technologies and to participate in a more sustainable society. Companies are no longer just sources of emissions. In fact, they are becoming the enable

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of solutions we can invest in beyond just low carbon or clean technology to take advantage of climate innovation in whatever sectors or geographies where it is taking place. This is a new cap back cycle emerging after years of under investments, spurred by both a desire to address climate risk as well as a renewed focus on energy security.

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Our concentrated global actively managed portfolio combines rigorous fundamental analysis with New Beger Berman's recognized leadership in ESG investing. This allows us to capture alpha all along the technology maturity curve without holding spanning the following

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entrenched technologies demonstrating cost parity with existing fossil fuel sources while continuing to build scale such as utility scale solar and onshore wind

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expanding technologies which are already commercially viable but are still experiencing rapidly declining cost curves that show further penetration like EVs

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and emerging technologies which are just beginning to be commercially viable but will prove critical in decarbonisation pathways such as carbon capture and storage.

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The time to invest in climate innovation is now we need to double if not triple the level of annual investment taking place to combat climate change by accelerating the adoption of scalable cost effective climate solutions. And we believe our approach can help investors capture today the opportunities that afford us a greener tomorrow.

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Allianz Global Investors is a leading active asset manager with over 600 investment professionals in over 20 offices worldwide and managing GBP 452 billion in assets. We invest for the long term and seek to generate value for clients every step of the way. We do this by being active – in how we partner with clients and anticipate their changing needs, and build solutions based on capabilities across public and private markets. Our focus on protecting and enhancing our clients’ assets leads naturally to a commitment to sustainability to drive positive change. Our goal is to elevate the investment experience for clients, whatever their location or objectives.

We started our sustainable investing journey over 20 years ago and were among the first 50 asset managers to sign the United Nations Principles for Responsible Investment (UN PRI) in 2007. We believe that sustainable investing can generate positive performance not just for our clients, but for the community at large.

We aim to integrate environmental, social and governance (ESG) factors across our entire investment value chain to better manage risk and enhance long-term shareholder value. Given the diversity of investors’ objectives and requirements we provide sustainable investing processes with a broad range of approaches, adaptable to different levels of ESG incorporation and client preferences. These enhance our clients’ investment decisions while helping create benefits for society as a whole. The combined assets under management of the ESG risk-focused and Sustainable product categories amount to over GBP 224 billion. Read our new blog for fresh takes on sustainable investing – from renewables to rewilding.

Data as at 31 March 2023

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Impax is a specialist asset manager investing in the opportunities arising from the transition to a more sustainable global economy. Impax believes that capital markets will be shaped profoundly by global sustainability challenges, including climate change, pollution and essential investments in human capital, infrastructure and resource efficiency. These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt. The company seeks to invest in higher quality companies with strong business models that demonstrate sound management of risk. Impax offers a well-rounded suite of investment solutions spanning multiple asset classes seeking superior risk-adjusted returns over the medium to long term.

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iShares by BlackRock

Why we do what we do

Championing investor progress has been at the heart of the iShares mission from the beginning. Everything we do is about empowering investors so they can take control of their financial futures.

You would never settle for the status quo — that’s why iShares relentlessly pursues better ways to invest.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

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M&G Investments

Who we are

M&G Investments is a global asset manager, serving customers and clients for nearly 90 years since launching Europe’s first ever mutual fund back in 1931. We’re part of M&G plc, a family of brands, all aligned behind the same ambition: to manage our customers’ investments so that they can live the life they want, while aiming to make the world a little better along the way.
What we do

We believe it’s our financial decisions that have the greatest potential to effect the change in the world we all want to see. The future is ours to create, for our families, our communities and our planet. Now is the time to look forward, to take control and to act.
Through long-term active investment management, we build solutions around what matters most to our customers and clients. We look for the best opportunities to invest in, across a wide range of asset classes, on behalf of people who care how their money is invested.
We manage assets of over £284 billion (at December 2020) in equities, multi-asset, fixed income, real estate and cash for our customers and clients in the UK, Europe and Asia.
How we invest

Creating a sustainable future
We recognise that, increasingly, customers and clients are looking to align their investments with their environmental and social values and we have a range of Planet+ funds that have the potential to help meet this need.
This is why our investment decisions are underpinned by our commitment to investing responsibly. We support our customers’ and clients’ financial goals by aiming to generate competitive, long-term returns, all while working towards our mission to help fix the planet one investment at a time.
Targeting positive outcomes

We aim to improve the world by investing with care. Our active approach to managing money considers a broad range of environmental, social and governance (ESG) factors that can have an impact on our investments. This is why we engage directly with the businesses we invest in. Supporting them in their mission to improve people’s lives, make society stronger and protect our planet. Helping others to become greener, more responsible and sustainable.

We’re dedicated to offering quality investment solutions and investing in the right way, supporting our ambitions for a more positive future. Not just for our customers and clients but for our planet too. We all want to create a brighter future for the next generation.

The value and income of a fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested.

We are unable to give financial advice. If you are unsure about the suitability of your investment, speak to your financial adviser.

Responsible Investing

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