Anthos Fund & Asset Management’s Post

This week, our Managing Director Thomas Klein joined an insightful panel discussion at the Bundesverband Alternative Investments e.V. Conference on "#ESG in Practice for Alternative Investments - Illiquid Asset Classes." Key outcomes from the panel discussion: 🎖 Future of Sustainability Labels: All participants agreed that Article 8/9 will evolve into more goal oriented criteria and labeling options to better define impact investments. This goes hand in hand with the panels’ recommendation for institutionals to focus on good disclosure rather than existing labels, because the availability and quality of ESG data is key. 🌍 Greater Additionality in Emerging Markets: The challenges in Emerging Markets, such as funding gaps or lacking technological advancement, offer plentiful opportunities for additionality. This facilitates real impact through investments.   Beyond these points the participants discussed what constitutes impact investments. Some argued that all sustainable investments, e.g., in renewable energy, are impact investments. Others raised the concern that there is no impact without additionality. A wind energy AIF would only be an impact investment if it invests into the construction phase of a wind park and not into a wind park that is up and running. Please feel welcome to share your opinion on this in the comments and join the discussion!   Finally, thank you to Katja Lammert, Heike Schmitz, Frank Mueller and Jegor Tokarevich for the great discussion! Let’s continue to drive impactful investments and sustainable growth. Lars Zimmermann, Jacques Graßmann #AlternativeInvestments #ImpactInvetsments #EmergingMarkets #Additionality

Unlocking the Power of the Core-Satellite Strategy for Impact Investing 🌟 The Core-Satellite strategy is a smart method for building a diverse, sustainable portfolio. With 80% of your investment in a stable "core," such as diversified stocks and bonds, you lay the foundation for your financial future. The remaining 20% can be allocated to various satellite investments, including renewable energy with ecoligo, start-ups, or cryptocurrencies. This strategy allows you to be confident in the long term while supporting exciting projects directly. Read more on our blog. Thanks Niklas Krämer from Finance 4Future for contributing insights on this.💡→ https://ow.ly/XXzQ50Q32KR #ImpactInvesting #SustainabilityStrategy #CoreSatellite

Impact investing in decarbonisation.... #Hydrogen Impact Investing ....the growing interest in impact investing in hydrogen and #CO2 utilization for decarbonization. Impact investing refers to investing in companies or projects that have the potential to generate a positive social or environmental impact, in addition to financial returns. ...#hydrogen is becoming increasingly important as a clean energy source and has the potential to decarbonize a range of sectors, including transport, industry, and heating. There is also growing interest in CO2 utilization, which involves capturing CO2 emissions and using them to produce fuels, chemicals, and other products. .... impact investors are increasingly interested in these areas, as they offer the potential for significant environmental benefits while also generating financial returns. For example, investors are supporting the development of new hydrogen production technologies, as well as projects that use hydrogen in transportation and other applications. #ImpactInvesting #SustainableInvesting #ESGInvesting #CleanEnergy #RenewableEnergy #HydrogenEconomy #HydrogenTechnology #CO2Utilization #CarbonCapture #Decarbonization #ClimateAction #GreenInvesting #SocialImpactInvesting #EnvironmentalInvesting #CircularEconomy" https://buff.ly/3zPQ17C

🎉 Mindful Money Releases Its Conference Report 🎉 In June 2024, Mindful Money held its conference and awards. It was, by all accounts, a fantastic night and event! The team compiled a comprehensive report and feedback process following the event's conclusion. Some key highlights from this report include: ▶ Diverse Participation: The conference brought together fund managers, asset owners, private capital, sustainability experts, iwi investors, and more to discuss the future of impact investing. ▶ Sector Insights: Valuable lessons were shared from social housing and renewable energy sectors, highlighting both opportunities and challenges. ▶ Government Collaboration: Dylan Lawrence from NZTE emphasised investing alongside government initiatives, particularly in renewable energy, clean tech, and housing. ▶ Innovative Partnerships: A new private equity fund, Aurere, showcases the potential of Māori capital in driving impactful investments. ▶ Case Studies: Successful examples like Simplicity Living and SolarZero demonstrated how innovative financing models can accelerate impact investing. Check out the full report here 👇

Investor Relations Manager Samuel Steventon recently presented at the Impact Investing World Forum. Titled “Finding Clarity in Cleantech”, he spoke on the growth of the sustainable energy economy and the opportunity to deliver impact through investment. Highlights include: - The world is set to add as much renewable power in the next 5 years as it did in the past 20 years. - How investment companies can navigate an increasingly crowded landscape of ratings and rankings. - The outlook for high conviction in quality and value opportunities in growing green sectors.

Invest in a greener tomorrow with Vistia Capital's solar credit services. Embrace the shift to renewable energy and diversify your portfolio with an eco-friendly, future-focused investment. Solar credits not only support global sustainability efforts but also offer growth potential and unique tax advantages. Join the movement towards cleaner energy and position yourself at the forefront of this expanding market by connecting with the Vistia team today. https://bit.ly/4atRUrY #VistiaCapital #solarcredit #realestateinvestment #propertyinvesting #investmenthelp #propertyinvestor #investmentproperty #investing

In June, I attended an ESG conference along with a hundred bankers. During the event, the bankers answered a digital poll with two questions that revealed what I believe is the biggest obstacle for cleantech investing and the energy transition. The first question: What is currently your preferred investment term? Almost 75% of the bankers chose “less than 3 years.”

🌍 While 2022 was a year of hope, 2023 was a year of discovery, and for many this meant discovering that transition is not as easy or as cheap as had been thought. As the European oil companies lament the multiple discounts that they see versus the US, they are just one of many groups focused on transition not feeling love and support from the financial markets.    This #EarthDay let's explore where investments stand with #sustainability. Our latest blog post dives into the current state and what can be done better. 📝 Read more here - Money Talks: Transition and Sustainability https://lnkd.in/gDh-dkwD #EarthDay2024 #ClimateAction #ESG #ESGInvesting #EnergyTransition

Here is a small sample of the positive impact generated through our investment portfolios in 2023. Want to dig deeper? In a few weeks, we'll release a detailed impact report for each of our funds where you can dig into the nitty-gritty details. Curious how we used the money of our investors as a force for good last year? Sign up to have our 2023 Impact Reports sent to your inbox. Go to our website: https://lnkd.in/eS3u_d29 #ImpactInvesting #ImpactReports #PositiveImpact #MakingImpactMatter

Don't miss our August 21 webinar on scaling capital for the energy transition. Hear from a stellar panel of speakers on key themes including: 💡 Appetite for energy transition opportunities and the share of dry powder that is likely to find its way to both established cleantech and emerging technologies. 💡 How capital is being deployed to finance industrial decarbonization and clean energy projects. 💡 How private markets investors are considering valuations and business models in the next decade. Register here: https://okt.to/TwoQRZ Speakers: Cindy J., Head of Sustainable Finance, Americas, ING Capital, LLC, Jonathan Silver, Chair, Global Climate Council, Apollo Global Management, Inc., Conway Irwin, Research and Analysis Director, S&P Global Commodity Insights, and Stephanie Potter, Director, Sustainable Private Markets, S&P Global Sustainable1.