Environmental thematic investing is not just about clean energy. The diversity of businesses that are focused on environmental solutions is huge. Opportunities in the energy transition alone cover a host of technologies and innovations across a range of sectors, including smart grids, alternative transportation, electric vehicles, industrial energy efficiency and green buildings.
In short, it´s a broad thematic opportunity that will likely impact all industries, to varying degrees. The investible universe is wide enough to create alpha through stock selection, as well as mitigating risk through a well-diversified exposure.
