Investment Themes

Our planet is facing many challenges whether it is reducing carbon in the atmosphere, building smarter cities and buildings or the increasing fusion of our digital and physical worlds. These challenges also represent multi-billion dollar opportunities to build sustainable businesses that are both better for people and the planet.

Our investment focus is on B2B technology and tech-enabled businesses that have positive impact across the following five climate and sustainability themes.

1. Clean Energy needed to power our planet including technologies such as solar, wind, energy storage, hydrogen and biofuels

2. Sustainable Transport to provide low-carbon mobility across land, air, sea and space

3. Smart Cities across their entire design, construction and operational lifecycles including the interaction between digital and physical environments

4. Digital Infrastructure from data centres and cloud platforms through to business software we use in our everyday lives

5. Sustainable Supply Chains through circularity, traceability and verification across all our built environment themes