‘Transparency and accountability have never been more important at a time of silent backtracking and the misrepresentation of facts. Our Responsible Investment Report (2024) provides more detail than ever and is dedicated wholly to one (yes, only one) investment strategy!
💡 We continue to see valuation upside from the energy transition and associated decarbonisation.
⚡ The long-term outlook for renewables and grid infrastructure remains strong – especially in the context of growing load demand and energy sovereignty amid geopolitical uncertainty.
🌡️ Physical climate risks are top of mind. We have refreshed certain valuation assumptions to reflect the ever-changing “new norm” of more extreme and frequent events.
🔎 We undertook 31 targeted engagements across 18 entities – including four policy and industry bodies – in 2024. We actively engage because we are active managers.
📊 The strategy’s emissions intensity has decreased meaningfully since 2020. A large part of this is driven by emissions reductions, but we don’t pretend to ignore the effects of position sizes and revenues on our intensity measurements.
This report is the output of a highly talented, committed team effort.’
Link: Responsible Investment Report | Maple-Brown Abbott Global Listed Infrastructure