Kempen: Infrastructure is key in a sustainable world

Over the past decade there has been an increasing focus on Sustainability issues impacting society. We believe the coming decade will see a step change in Sustainability issues. In this paper we outline this change, the role of Infrastructure, and how our investment process captures the opportunities ahead.

• The focus on Sustainability has been supported by two international agreements; Paris Climate Agreement and the UN Sustainable Development Goals. First we explain treaties and outline our expectations.
• We then demonstrate how infrastructure assets play a key role in reducing global carbon emissions and its contribution to the UN SDGs (especially in the utilities and energy infrastructure segments).
• Lastly we describe how our Fund allocates capital to those companies that reduce emissions significantly. We demonstrate in this document (and appendix) how important it is to focus on multiple forward-looking criteria, as a snapshot of today will not adequately address the risks and the opportunities.

Read further on our website