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Energy 3.0

Climate risk – are we doing enough?

Energy 3.0 investigates the third energy transition as the world moves to a decarbonised growth model.

It looks at past energy transitions, structural growth areas and the need for positive investment.

The series proposes a decision-making framework to help asset owners assess and report on the impact of climate risk on their portfolios.

Energy PDF download | Listen to Podcast


Deconstructing Decarbonisation

Tom Nelson, Philip Saunders

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What can history teach us about energy transition?

Tom Nelson

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The rise of renewable energy

Tom Nelson, Deirdre Cooper & Graeme Baker

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The future of transportation

Deirdre Cooper & Niall Hartnett

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Impact and implications for asset owners

Tom Nelson, Therese Niklasson & Deirdre Cooper 

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Investment frameworks for decarbonisation

Tom Nelson

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Why the climate crisis won’t be solved without social justice

Tom Nelson, Sahil Mahtani

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Sustainable thinking:
Investors have to be part of the solution, not part of the problem

A recognition that we are testing the planet’s ecological boundaries has set the stage for a historic re-orientating of the world’s economic growth model towards a more sustainable path. While its genesis may have been in environmental concerns, it is fast evolving into a more holistic approach to sustainable development that incorporates social and governance factors typified by the development of the Sustainable Development Goals set out by the UN in 2015.

Sustainability lies at the heart of successful long-term investing. As investors, our approach to sustainability must reflect the changes going on in the world in a way that makes us part of the solution, rather than part of the problem. Our research examines the most pressing sustainability issues at hand, Climate Change and the Energy Transition. Considering the landscape for asset owners and investors, the potential investment opportunities and investment risks are perhaps as plentiful as the challenges we face. However, the time to act is in short supply.

Rongrong Huo
Head of the Investment Institute

Rongrong Huo
Return to Investment Institute

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