Investors today have to consider sustainability and climate resilience across all asset classes in a diversified portfolio. On this recent episode of The Sustainable Finance Podcast, I speak with two professionals from Schroders Capital to hear how these factors are integrated in energy infrastructure and real estate.
David Boyce is head of Schroders Greencoat LLP US, which focuses on renewable energy infrastructure. Craig Morey is the climate lead for the Schroders Real Estate team, which makes direct real estate investments across the UK, Europe and Asia. Both of these teams reside inside Schroders Capital, the nearly $100 billion dollar private markets unit of Schroders, which also includes private equity, private debt and credit alternatives.
The key message is that climate resiliency and returns are not mutually exclusive concepts. The current shift to climate resiliency in renewable energy and infrastructure is opening up very attractive investment opportunities, and enhancing current investments.
Watch the full interview:
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