Rewriting the decarbonisation rulebook

PGIM Jennison Carbon Solutions Equity Fund

A MULTI-DECADE, MULTI-TRILLION OPPORTUNITY

As public sentiment, government regulations and technology advance the transition to a lower-carbon economy, decarbonisation will ultimately be a decades-long, society-shaping undertaking. Appreciating the magnitude of the related investment opportunity requires a focus that goes far beyond ‘green’ solutions alone. A comprehensive approach that recognises the myriad changes required at all levels of global commerce expands the opportunity set dramatically around what is conservatively estimated to be a $2.5 trillion movement.*

 

PILLARS OF DISRUPTIVE CHANGE AND GROWTH

From rethinking basic materials to cutting-edge technology, ongoing carbon reduction efforts are poised to upend industries and inspire motivation on a level that remains largely underappreciated. Explore the areas we believe are best positioned to benefit from central roles in the new decarbonisation economy. 

A HOLISTIC ALPHA-BASED CARBON SOLUTIONS APPROACH

The PGIM JENNISON CARBON SOLUTIONS EQUITY FUND takes a differentiated, comprehensive alpha-based approach to decarbonisation with a concentrated portfolio of 45-65 companies. With a global all-cap multi-sector universe, the fund seeks to invest across a broad range of companies, particularly where the contribution to decarbonisation and likely future growth are being underestimated. Key reasons to invest in the fund include:

FEATURED FUND

APPLYING A GENERATION'S WORTH OF INVESTMENT EXCELLENCE

Founded more than 50 years ago, Jennison Associates, PGIM’s fundamental equity manager, maintains a performance-driven culture marked by exhaustive research, collaboration and a time-tested investment approach emphasising the power of individual-company fundamentals. Jennison manages $193 billion in AUM, roughly $5 billion of which across utilities, natural resources, and infrastructure assets.

*Source for $2.5 trillion decarbonization economy: Princeton Net Zero America Report, December 2020
 

Sources of data (unless otherwise noted) are as of 31/03/2025.


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