ESG Evolves to Resilience Mandate in Infrastructure Investing

CalSTRS is trialling a climate solutions taxonomy as its opportunistic climate solutions portfolio moves towards a 1% allocation target. The portfolio sits within the $415bn fund's Sustainable Investment and Stewardship Strategies allocation, investing across private equity, infrastructure and private credit. A $415bn pension fund systematically building out its climate solutions framework is worth watching closely. 📖 Full story here: https://okt.to/okBDmP #PrivateMarkets #ClimateFinance #Impact #Infrastructure #PrivateEquity

Definitely worth an hour of your time. Energy security is becoming a favourite talking point along with water security. The earlier we act the lesser the damage.

How can institutional investors help shape Europe’s energy strategy while building stronger, more resilient portfolios? The energy transition is no longer just about climate, it is also about security. In this webcast, Julia Padberg (SET Ventures) and Kay van der Kooi (Triodos IM) explore how the shift from a purely climate-driven approach to a broader, security-focused investment case is creating new opportunities for infrastructure investors with a long-term view. Watch the recording here: https://lnkd.in/dCByrXVr #EnergyTransition #ImpactInvesting #ClimateChange #EnergyAutonomy #EnergySecurity #Webcast

🌟 Sustainability and climate-focused investing are becoming increasingly important considerations for building resilient portfolios. E. Shepard Farrar NACD.DC QRD QTE CFA CAIA Certified Chair, Jim Hurd, 𝗣𝗮𝘆𝗲𝗹 𝗙𝗮𝗿𝗮𝘀𝗮𝘁, and Timothy Gervais, CPA, CVA discussed opportunities across energy transition, climate resilience, and sustainable infrastructure while exploring how investors can measure impact and create long-term value. A timely conversation on aligning investment strategy with a changing world and the priorities of future generations. #OpalGroupFOPW #SustainableInvesting #ImpactInvesting #Finance

To channel more financing into projects, problem in structure of price formation must be addressed https://lnkd.in/gQzeFsbV #Currency #GlobalSouth #APAC #ClimateTransition #ESG #ViewPoint #Sustainability

🌱 Are investors rediscovering “dark green” funds? After a challenging period for ESG investing, Q2 brought an encouraging signal: 🟢 Article 9 ("dark green") funds, which have sustainable investment as their primary objective, recorded their first net inflows since Q3 2023, attracting $790 million. 🟢 Article 8 ("light green") funds, which promote environmental and/or social characteristics, continued to dominate, gathering an impressive $110 billion in net inflows. 📈 Together, Article 8 and Article 9 funds now represent $10.7 trillion in AUM. Interestingly, inflows across both categories were largely driven by active fixed income strategies, while Article 9 equity funds continued to experience outflows. The takeaway? Sustainable investing is not disappearing. Investors are becoming more selective, but capital continues to flow towards strategies that can demonstrate sustainability credentials and deliver value. A small inflow into dark green funds may seem modest compared to the scale of light green funds, but it could signal a turning point in investor sentiment. #SustainableFinance #ESG #SFDR #Article8 #Article9 #LightGreen #DarkGreen #ResponsibleInvestment #GreenFinance #ImpactInvesting #FixedIncome #SustainableInvesting https://lnkd.in/d6M6GV7s

Bloomberg reports that the EU Commission will propose a new €30 billion decarbonisation fund, allocating 400 million emission allowances via a fixed carbon premium to selected companies pursuing deep decarbonisation. Companies will have 10 years to draw down the fund. While the scale of the fund is significant, questions remain about selection criteria, additionality, and whether this is a genuine decarbonisation accelerator or a way to buy industry acquiescence to continued carbon pricing. For green project finance professionals, the fund represents a significant new source of capital for industrial decarbonisation in Europe. #EUETS #IndustrialDecarbonisation #GreenFinance #CarbonMarkets #ESG #NetZero https://lnkd.in/ehHPukgK

The best way to predict the future is to finance it. Family offices manage $6 trillion globally. What if just 10% of that went into climate tech? Oil price volatility, stranded assets, geopolitical shocks—they’re reshaping portfolios as we speak. Ignoring this isn’t conservative. It’s risky. Climate tech is no longer just an ESG conversation. It’s a hedge against energy shocks. Our investments in Southeast Asia’s renewable infrastructure are delivering both impact and IRR. Catalytic capital – early-stage funding for energy storage, waste-to-x, microgrids – can yield outsized returns and resilience. I’ve been an investor for nearly two decades. If an investment doesn’t have an impact element, it’s not a good investment. The future must include impact – because the future is what we’re investing in. So here’s the question: The next energy crisis is coming. Will your portfolio be part of the problem or the solution? #FamilyOffice #ClimateTech #ESG #Energy #ImpactInvestment

Climate investing is evolving beyond risk management. Clean energy, energy efficiency, decarbonizing industry, and adaptation are creating opportunities to build more resilient portfolios and support a lower-carbon future. Learn how sustainable investment strategies can help investors respond to what’s next https://bit.ly/4pu9fJ6

I'm speaking with Australian CFOs daily who are stressing over the new mandatory ESG upgrades. The sentiment is clear: everyone wants to hit their net-zero targets, but nobody wants to tie up millions in working capital to do it. Here is my advice: Don't fall into the Capex trap of compliance. If you use cash reserves to fund solar installations or building efficiency upgrades, you are misallocating capital that should be driving your core business revenue. Fund the asset, match the term to the useful life of the equipment, and preserve your liquidity. Let the energy savings pay for the finance. It's not just good sustainability; it's smart corporate finance. How is your treasury team approaching the funding for FY27 climate mandates? #CFOInsights #Treasury #CapitalAllocation #ESGReporting #Leadership #NorthquestCapital