Sustainability

Sustainability drives value. Ambienta’s vision reconciles economic and sustainable development. Instead of an economic cost, sustainability is a key source of competitive advantage for companies that provide solutions to global environmental issues.

Ambienta defines environmental impact beyond the narrow focus of greenhouse gas emissions or climate change, which have characterized environmental investment for a decade. Environmental sustainability encompasses the entire spectrum of natural resources – not only energy – and all types of pollution affecting water, air, soil and human health. This holistic approach to a theme rather than a sector, targets investment opportunities with a positive Environmental Impact across almost all sectors of human activity, estimated to represent a fast growing €3 trillion market opportunity.

Ambienta invests exclusively in businesses whose products or services generate a Resource Efficiency or a Pollution Control impact. Impact has to be at the origin of growth, uncontroverted, measurable and material. These companies grow because of the increasing need of their products and services to cope with the pressure on natural resources and the negative effects of pollution.


Sustainability-driven opportunities

The world is embracing environmental sustainability. Industries, regulators and consumers have been creating significant underlying demand for products and services with strong sustainability features across many different industries and sectors. With more than a decade of experience in selecting and evaluating environmental sustainability-driven investment opportunities, Ambienta has the longest-standing and widest experience with exclusive focus on this theme.

While ten or twenty years ago public attention was focused on the power generation industry or on heavy industries with large polluting operations, today environmental sustainability cuts across all sectors. It encompasses consumer goods such as cosmetic products or packaging, food production value chain inefficiencies or the pollution of the textile industry on watersheds or even IT services enabling productivity jumps. Sustainability is as a pervasive trend as digitalization. With the world population set to grow towards 10 billion by 2050 and consumers’ standards growing globally, the number of investment opportunities driving environmental impact is only set to rise.

The environmental trends of Resource Efficiency and Pollution Control rely on the long term macro-economic trends of a growing population and the rising consumer standards worldwide. These trends shape a long term oriented investment theme which allows Ambienta to invest through economic cycles and temporary downturns. If we want to feed, dress, serve and provide access to services to a growing number of people, we will have to learn to do more with less and take care of our home, the Earth. This trend is here to stay for many decades ahead.

Ambienta has created the Sustainability & Strategy function, a centralized team fully dedicated to understanding how Resource Efficiency and Pollution Control trends shape industries and create investment opportunities. The team continuously maps and researches investment opportunities, in collaboration with senior industry experts in various sectors, enabling Ambienta to create fruitful discussions with entrepreneurs and C-level executives and originate transactions, forge proprietary relationships and effectively screen investment opportunities.

Since its foundation Ambienta believed true material and measurable environmental impact of products and services is the evidence of their competitive advantage and long term growth opportunity. Because of this over time we developed proprietary methodologies to assess this across asset classes. EIA, the Environmental Impact Analysts, which is our Private Equity tool to assess portfolio impact contribution to Resource Efficiency and Pollution Control through 11 different metrics. The Sustainability Scoring System, that allows us to assess total econometric exposure to environmental sustainability of our listed funds based on the ASI, Ambienta Sustainability Index, which defines it at single holding level.

Ambienta Sustainability Lens

Our lens
17 November 2020
The Hydrogen Economy: Too Much Hype, Too Little Science
Our lens
11 August 2020
The Impact of the Green Deal and Recovery Fund on Sustainability...
Our lens
19 May 2020
Sustainable construction: the prefabrication opportunity