Thematic analysis is used to identify positive sustainability and investment drivers across the value chain.
We invest in companies that contribute to, benefit from and best adapt to the shift to an environmentally sustainable and socially responsible global economy. We refer to these companies as 'Industries of the Future'. Typically these companies provide solutions to sustainability challenges and we therefore can create positive long-term investment opportunities. Download an overview of our Industry of the Future approach.
Our Industries of the Future approach consist of 10 themes. To find out more about each theme click on the theme names below.
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Cleaner Energy
Sources of energy that combat the effects of global warming, increase the use of renewable energy and help pave the way to a hydrogen economy.
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Efficiency
Products and processes that reduce energy consumption, make more efficient use of resources and increase business efficiency.
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Environmental Services
Goods and services that improve the quality of the environment and reduce pollution and waste.
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Health
Goods and services that help people live longer, healthier lives.
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Knowledge
Supplying educational goods and services that enhance quality of life and improve opportunities for full-time students and those in employment.
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Quality of Life
Goods and services that promote sustainable lifestyles among all age groups, including children and the elderly.
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Safety
Minimising the risk of safety incidents at work, at home and in the community.
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Social Property & Finance Providing property for social benefit, access to housing, regeneration, and better and wider access to financial services.
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Sustainable Transport
Shifting to less polluting forms of transport, and supporting cleaner transport technologies.
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Water Management
Managing and conserving water, and minimising pollution.
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To qualify as an Industry of the Future company, we consider a number of parameters, including:
To qualify as an Industry of the Future company, we consider a number of indicators, including:
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The contributions the company's portfolio of goods and services make to a particular sustainability theme
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The extent to which this is a driver of the company's future value generation
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The proportion of annual turnover the company derives from this sustainability theme
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The share of the market the company has with regard to this sustainability theme
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The environmental and social profile of other business activities the company is involved in and
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The company's corporate responsibility management practices and performance