Generation Investment Management’s Post

“Sustainability is now a strategic objective for many, with M&A as a key accelerator!” “The worldwide transition to net-zero greenhouse gas emissions will require shifting more than $100 trillion in corporate assets to low-emissions models. This reallocation is already spurring significant M&A activity. Today, across the globe and industries, companies increasingly see sustainability-linked (green) M&A as a way to catalyze their strategies, stimulate growth, and improve operations while raising their environmental, social, and governance (ESG) profiles. Consequently, they are pursuing deals linked to elements of the broad global energy transition, such as decarbonization from new technologies for power generation, mobility, heating, energy storage, sustainable feedstocks, and circular business models (for example, recycling, reducing, reusing).” McKinsey & Company #Mergersandacquisitions

Niam's Sustainability Report for 2023 is here!   Niam is now a multi-strategy fund manager encompassing Real Estate, Infrastructure and Credit. This positions us strongly to drive sustainable impact. The 2023 report reflects our sustainability perspectives and values, illustrating an ongoing journey of learning. Our approach is flexible and tailored to meet the needs of both society and the environment.   We are proud of our achievements to date, having taken significant steps towards creating a better environment, more attractive neighbourhoods and safer workplaces whilst creating value for our investors. Looking ahead, we will continue to push ourselves with high ambitions.   ESG highlights in 2023 include: 💡 a 38% increase in renewable facility electricity across our properties 💡 avoiding nearly 4,000 tons of CO2e emissions as a result of Niam Infrastructure's investments 💡 successfully maintaining a high Employee Satisfaction Index rating of 4.4 out of 5 Read more in Niam's Sustainability Report for 2023 https://lnkd.in/d6XRbhW5

According to BloombergNEF, #greentech investment totaled $1.8 trillion in 2023. Unfortunately, that amount is far below the $4.8 trillion needed annually to achieve #netzero. #sustainability #energytransition #climatechange #climateaction

Vinamra Srivastava, Chief Sustainability Officer at CapitaLand Investment, emphasizes the need for ongoing sustainability investments during economic challenges. He cautions that businesses must persist to avoid missing future opportunities. Smaller companies can commence by streamlining data organization and outsourcing certain processes. Sustainability investments yield valuable advantages such as cost savings, premium rentals for eco-friendly buildings, and access to green financing. CapitaLand Investment is vigorously pursuing sustainability objectives, including curbing carbon emissions and elevating renewable energy adoption. Future initiatives encompass prioritizing green leases and fostering partnerships with tenants, vendors, and suppliers to bolster their ESG commitments. #Sustainability #Disclosure #ESG #DeCarbonization #NetZeroTransition #SME #RealEstate #CSO #RealEstate #BuiltEnvironment l The Straits Times

Really enjoyed learning about CapitaLand Investment's Sustainability strategy and their great progress from Vinamra Srivastava and Paul Tham and participating in an interesting panel discussion with Graeme Riddell and Vinamra Srivastava discussing such topics as green returns and climate risk management in real estate. #cbre #esgleadership #sustainability #esgconsulting

There’s no denying that businesses are now turning to a greener focus. However, are these same businesses now beginning to struggle? Of course, achieving sustainability goals was never promised to be easy. But has the struggle to balance sustainability reporting now given ESG a bad name? You would hope not, but this article breaks it down even further. Let me know your thoughts in the comments. https://lnkd.in/efvunJny #OilAndGas #Energy #Technology

Green warehouses and a circular logistics chain: is this a utopian dream, or (almost) reality? Belgian logistics real estate specialist WDP - Warehouses with brains, one of the portfolio companies of the Kempen Global Real Estate strategy, decided about two years ago to significantly accelerate its sustainable ambitions. Learn more about their sustainability strategy & how it has made them a leader in the energy transition at: https://lnkd.in/enEvuX5i Capital at risk. For professional investors only. #SustainabilityInAction #energytransition

Discover the Power of ESG Investing! 💡 Embracing ESG principles opens doors to cutting-edge technologies shaping a sustainable tomorrow. Companies prioritizing sustainability lead the charge in innovative fields like renewable energy, electric vehicles, and sustainable agriculture. Join the movement towards a brighter, greener future! 🌱💼 #ESGInvesting #Innovation #passiveinvesting #passiveincome #buildingwealth #multifamilyinvestor #investing #realestateinvestor #propertyinvestment #investmentopportunity #investmenttips

I am excited to share that our newest analyst note, Emerging Sustainable Investing Opportunities: Waste-to-fuel is live on the PitchBook platform. This is the third note in the Emerging Sustainable Investing Opportunities Analyst Note Series, in which we explore opportunities across emerging tech verticals that we believe are poised to perform well in the next decade, both from the perspectives of financial return and positive social and environmental impact return. Key takeaways: - Waste-to-fuel technologies may be part of the solution to the problems of scaling global energy demand and the need for increased waste management capacity over the next few decades. - The financial return potential of this opportunity is influenced heavily by waste being a low-to-negative-cost key input, increasing energy needs worldwide, and the transition to net-zero and circular economy movements. - Waste-to-fuel has the potential to create positive environmental impacts through its provision of a low-carbon or carbon-neutral fuel and reduction in required landfill capacity, the latter of which also creates a secondary social impact potential associated with mitigating the human health and quality-of-life impacts of landfills. https://lnkd.in/eXcJmgC3

Great to hear more about how CapitaLand Investment’s sustainability efforts are coming in to life from Vinamra Srivastava and share the panel with David Fogarty on green returns and climate risk management in real estate Marsh Asia Marsh McLennan