Who We Are

While the energy transition is inevitable, its speed and scale remain one of today’s most consequential uncertainties for the global economy. “Transition Intelligence” captures the essence of modern investment strategy: the ability to navigate not just the shift to a low-carbon future, but the complex web of opportunities and risks that emerge along the way:

• Mindset and Process Evolution: We champion a fundamental truth: climate considerations are now core to financial decision-making. Long-term investors are integrating the financial implications of climate change and the transition to a low carbon economy into their policies and processes.
• Macro Perspective Analysis: The transition unfolds at different speeds across the globe, creating a dynamic landscape of winners and losers. Physical climate impacts – from water scarcity to extreme weather – are already reshaping economies and industries unevenly. Success requires synthesizing climate science, policy trends, economic signals, and technological breakthroughs to project future macroeconomic outcomes.
• Company-Level Insights: In this rapidly evolving environment, corporate transition strategies reveal which businesses will thrive or struggle. Understanding how companies adapt to physical climate realities and position themselves for the energy transition helps investors distinguish between meaningful action and surface-level commitments.