Investment Themes
By jointly making commitments to specialist private markets' funds, we can chose to sharply target those impact themes that are investable and highly relevant to the global transition that is needed.
A large universe that is growing and rapidly innovates, tracking 40 specialist investment managers.
Food & Agriculture
The Challenge
Today, our food system is neither scalable nor efficient enough to keep up with future demand. With an agricultural system responsible for 26% of all GHG emissions, we need to create a food system that can feed 10 billion people sustainably by 2050, without expanding the land and water use for agriculture or increasing GHG emissions.
The Solution
There is no single solution to this. To create a sustainable food system, we need to reduce food waste, improve soil & water management, shift to more sustainable diets and improve crop breeding.
Growing universe of specialist investment managers (tracking 12) contributing to solutions in the circular economy.
Waste & Circularity
The Challenge
Current supply chains that are built with a linear economy model in mind have proven to be highly extractive and inefficient. We are currently using earth’s resources at a rate 1.6x greater than it can provide. If we don’t transition to the circular economy, we’ll quickly face greater environmental and financial consequences.
The Solution
Accelerating the transition to the circular economy redefines how products are designed, manufactured, distributed, consumed and recycled. It is a new way of thinking that companies must adopt to reduce costs, increase efficiency and reduce the harm we cause to the environment.
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The water universe is a diverse group of generalists and specialist investment managers (tracking over 15 specialists).
Water
The Challenge
Water has impact on everything. We can’t sustain life on earth without it and there is no replacement. Climate change increasingly affects our access to water, its quality and its capacity as a source of nutrition, while population growth and urbanization leads to higher water demand.
The Solution
Water plays a pivotal role in how the world mitigates and adapts to the effects of climate change. Solutions range from shifting to a sustainable ‘blue economy’, addressing shortages in already water-stressed regions through technology, addressing water use in agriculture and production processes, and dealing with wastewater streams.
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A 2018 GCEC report shows that the Paris Accords helped open up $26 trillion in opportunities.
Climate Solutions
The Challenge
Today, 59% of GHG emissions remain trapped in the atmosphere with current carbon sinks and removal processes proving insufficient. In order to avoid more than 1.5C of warming, the world now has to decarbonise at 12.9% a year, over eight times the rate historically achieved since 2000 according to PwC. With the global economy on a projected path to producing an estimated 2.4C of warming, this is ‘code red for humanity’.
The Solution
In order to achieve net-zero by 2050, we must scale existing and emerging technologies and design new ones to redefine industries across the economy from transportation to agricultural production and the buildings we live in. These three industries alone contribute 46% of global GHG emissions.
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Education Technology (or “Edtech”) is a fast-growing and maturing market segment.
Education
The Challenge
Education is the key to upward socio-economic mobility and escaping poverty. The global economy faces a skills gap estimated to be $8.5 trillion by 2030 driven principally by automation according to UNESCO. In addition, learning outcomes and teacher shortages remain skewed and highly unequal globally.
The Solution
Innovative technology-enabled solutions can reshape educational systems and tools across the spectrum of learning. From early childhood to corporate and lifelong learning, technology is allowing the delivery of accessible, affordable and learning-outcomes-driven educational tools.
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The rising costs of healthcare and the threat posed by shortages of healthcare professionals call for improvements.
Healthcare
The Challenge
Healthcare systems globally are under strain. According to the WHO in 2017 50% of people globally lacked access to essential healthcare services, while in developed countries (with aging populations) there is a rise in chronic diseases, accelerating healthcare worker shortages, and healthcare costs outpacing inflation.
The Solution
Increasing access to, and reducing the costs of, good quality healthcare by investing in companies providing solutions across digital health, health technology, health services, prevention, diagnosis, treatment, and monitoring.
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