Accelerating change for a better tomorrow
Real change requires a radical overhaul of the world economy. As a firm committed to building a sustainable world, we structure our investment research, company engagement, and macro stewardship activities around three key pillars: People, Earth and Climate. These represent what we believe to be the biggest sustainability challenges in the world today, namely social inequality, biodiversity loss and climate change.
Our Sustainable Transition range targets opportunities linked to the United Nations Sustainable Development Goals that support and accelerate the transition to a sustainable future towards a socially just, nature positive and net zero economy. We offer solutions across asset classes designed to deliver financial returns and positive outcomes for People, Climate and Earth.
Investing in Natural Capital Transition to accelerate towards a nature positive economy
The risks associated with biodiversity loss and the erosion of nature are frequently overlooked by the market. This often results in the mispricing of companies with significant impacts or dependences on nature.
Transition strategies in focus
Social Transition Global Equity
An equity strategy seeking positive social outcomes while delivering long-term capital growth.
Natural Capital Transition Global Equity
An equity strategy seeking positive environmental outcomes while delivering long-term capital growth.
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.
Climate Transition Credit
A strategy seeking long-term, consistent excess returns and positive climate outcomes.
Transitioning to a more sustainable future: How investors can help drive change
How the world is financed and powered; how complex ecosystems are maintained and resources shared all need to be radically transformed. Here, we set out our approach to supporting a sustainable transition across people, climate and Earth.
Mind the gap: An estimate of climate finance needs by developing countries to fund their NDC commitments
It is helpful to know how far we need to jump in order to land safely. Mind the gap provides a comprehensive overview and analysis of the costs of climate change mitigation and adaptation commitments under the Paris Agreement for developing countries. It looks at the gaps and challenges, offering policy and institutional recommendations.
Complex sustainability challenges cannot be addressed by investing in solutions opportunities alone. A broader cross-section approach to transition is required to maximise long-term return while seeking positive outcomes. Our leading approach to sustainable transition is applied consistently across asset classes and leverages the following key strengths:
For further information on the risks and risk profiles of our strategies, please refer to the relevant KIID and Prospectus.
A globally integrated team with extensive experience
Senior GRI Analyst, Climate Specialist
Impact Analyst - Earth Pillar Lead
Impact Analyst - Social Pillar Lead
Chief Investment Officer, Liquid Markets
Chief Investment Officer, Real Assets
Head of Equities
Head of Credit
Managing Director, Infrastructure
The world is too interconnected to think small
Building a more sustainable future takes a wider, more meaningful, and joined-up approach.
It takes commitment and partnership across the interconnected challenges facing People, Climate, and Earth.
Making a difference in the use of hazardous chemicals
23 Sep 2022
Reducing the damage caused by hazardous chemicals takes holding chemical companies to account through public rankings.
CEO Mark Versey on sustainability – Aviva Investors
23 Sep 2022
It's one thing to make a change; it's another to make a difference.
Making a difference on antimicrobial resistance
23 Sep 2022
Supporting antibiotic development takes a powerful financial coalition lobbying for reform at the G7.
Making a difference in corporate sustainable transition
23 Sep 2022
Moving towards a more sustainable world takes investing in companies transitioning towards more sustainable practices.
Making a difference through director accountability
23 Sep 2022
Tackling sustainable issues takes holding directors personally responsible for their company's sustainability failures.
Making a difference with natural carbon removal
8 Sep 2022
Going down a more direct path to net zero takes investing in the power of natural solutions.
Our responsible investment views
Our annual letter to company chairpersons
6 Feb 2023
Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.
Why infrastructure investors better beat beta: End of cheap-money era brings risks and opportunities
25 Jan 2023
Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.
Charging up: Batteries and the fight against climate change
5 Jan 2023
Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.
What does the data say?
What does the data say? Reflections on COP27
14 Dec 2022
In this month’s instalment of our visual series on topical themes, we look at climate in the aftermath of November’s COP27 event in Egypt.
Building to net zero: The outlook for climate transition real assets
8 Dec 2022
James Tarry and Luke Layfield explore how the accelerating climate transition is creating risks and opportunities for real assets investors.
Confronting a permacrisis? The intersection between antimicrobial resistance, climate change and biodiversity loss
23 Nov 2022
Will a warmer and less biodiverse world give pathogens new opportunities, and do we have the tools to confront disease? This report discusses the complex intersection of three planetary crises and calls for urgent action to slow resistance to antimicrobial drugs – an obvious public health emergency.
Building better: Investing in the climate transition through real assets
15 Nov 2022
Investors in real assets can propel the transition to a more sustainable future while also benefiting from portfolio diversification and attractive returns, says Mark Meiklejon.
Circularity, consumers and change: Making the switch to sustainable materials
3 Nov 2022
To meet net-zero and other environmental targets, companies and governments increasingly need to move towards more sustainable materials. But this will not be without challenges.
Act now: A climate emergency roadmap for the international financial architecture
1 Nov 2022
To help tackle the climate emergency, financial institutions and governments must work together to reform the global financial architecture and create a more robust net-zero transition plan, argue Steve Waygood and Thomas Tayler.
ESG considerations for social housing
28 Oct 2022
Social housing plays a pivotal role in providing affordable housing for those most in need of it, benefiting local communities and countries as a whole. But investors considering an allocation to the asset class must pay close attention to the ESG implications, argues Mikhaila Crosby.
Alpha, asset stranding and action: The state of play in Climate Transition Credit
6 Oct 2022
Will new climate legislation accelerate the transition, or will the energy crisis hamper it? Thomas Chinery and Justine Vroman assess the implications for strategically positioned bondholders.
Reframe and reclaim: How to win the ESG argument
6 Oct 2022
To restore trust in ESG, we need to be much clearer on its limitations as well as its strengths, argues Mirza Baig.
Resilience and selectivity: The outlook for real estate long income
5 Oct 2022
Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.
So, you’ve set your net-zero target: What next? Practical considerations for asset owners on achieving net zero
27 Sep 2022
Asset owners are increasingly committing to net-zero emissions in their portfolios by or before 2050, but it is a huge and complex undertaking. What do asset owners need to consider as they start on their decarbonisation journey?
Patterns, partnerships and a Marshall Plan for the planet: An interview with Nigel Topping
21 Sep 2022
The UN Climate Change High-Level Champion for the COP26 summit in the UK sets out how the private and public sectors can work together to tackle the climate crisis and other systemic threats. Words by Miles Costello.
Ring the changes: An interview with Kate Raworth
16 Sep 2022
The influential academic speaks to AIQ about the flaws in traditional economic thinking and how her revolutionary “Doughnut” offers a fresh approach to solving the world’s greatest problems.