Expanding Scope Brings Decarbonisation into Focus
Raj Shant shares his views on why the PGIM Jennison Carbon Solutions Equity strategy’s broad approach offers investors untapped opportunities.
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:
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 $175 billion in AUM, $5 billion of which are in utilities, natural resources, and infrastructure assets.
RELATED INSIGHTS
Redefine the Decarbonisation Opportunity With Avoided Emissions
How quantifying avoided emissions opens new avenues for investment while advancing the carbon-reduction cause.
A Look Below the Tip of the Carbon Solutions Iceberg
The Jennison Carbon Solutions Equity team uncovers overlooked opportunities beyond widely-perceived decarbonisation solutions.
What companies will thrive in the transition to a lower carbon world?
This infographic reveals the areas we believe are best positioned to benefit from the new decarbonisation economy.
Investing in the decarbonisation economy
This whitepaper explores how the pursuit of carbon-reduction goals will drastically alter a wide range of industries and provide a diverse opportunity set.
*Source for $2.5 trillion decarbonization economy: Princeton Net Zero America Report, December 2020
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