Climate Change Investment

At Holden & Partners Climate Change Investment is a core part of our investment philosophy. We believe it should form a part of all equity portfolios, because the environmental economy will be a key growth driver in the next 20 years. For a ten minute explanatory video please click on this link.

Climate Change funds positively seek out companies which will benefit from a low carbon economy, particularly those involved in alternative energy, energy efficiency, water treatment, pollution control and waste technology.

"There is now a convergence of views between politicians and businessmen that something needs to be done about climate change. The next three to five years will be seen as an early part of the growth phase of alternative energies. We can continue to expect to see high growth rates as the United States changes its outlook and there is mass deployment of these technologies globally. As we see the costs of alternative energy come into line with traditional sources, the alternative energy industry will come to be measured not in billions, but trillions of dollars." - Bozena Jankowska, Fund Manager of Allianz Global Eco Trends, 17th April 2008.

Ron Pernick and Clint Wilder in their book "The Clean Tech Revolution" identified the six 'C's as the reason why environmental companies are moving into the main stream economy: Costs, Capital, Competition, China, Consumers and Climate. What is interesting about this analysis is that climate change is just part of the story. The economic drivers behind environmental investing are really the industrialisation of the developing world, population growth and resource constraints.

The Holden & Partners ‘Guide to Climate Change Investment’ addresses which investment funds are available to investors which will benefit from this global change.