Partners Capital Energy Transition Investment Framework 2.0
This is the update to the 1st Edition published in 2022 which incorporates insights from our deep dives into many pillars of the energy transition (renewables, hydrogen, carbon taxes, CCUS, etc.). Here we quantify the extent to which the transition can progress on pure economic grounds and translate that into our six core energy transition investment…
Read MorePartners Capital 2023-2024 Sustainable Investing Report
Amid a challenging macro-economic climate and swift monetary tightening, polarised debates on the role of ESG have continued. These debates, however, have had limited impact on both global sustainable investment flows and Partners Capital’s pragmatic, targeted and client specific approach to Sustainable Investing. The key areas of the 2023-2024 Sustainable Investing Report are:
Read MorePartners Capital 2022 Sustainable Investing Report
Our Partners Capital Sustainable Investing Report 2022 summarises the progress we have made and the evolution in our thinking over the last twelve months. Prompted by the war in Ukraine, 2022 was a year when unresolved questions on ESG came to the fore. These questions include how countries trade-off energy security with transition, what it…
Read MorePartners Capital 2022 Energy Transition Investment Framework
The Partners Capital Energy Transition Investment Framework lays out our research into the energy transition megatrend and our investment framework. This is the full set of research that supports our sustainable investment theme. For us to accurately assess the capabilities of active investors in the energy transition, we first need to have in-house domain expertise…
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