Climate change investing demands intelligence
Climate change is one of the biggest challenges we face as a society. But companies around the globe are rising to the challenge. Scroll down to see how widespread innovation is driving progress towards a solution.
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Capturing climate innovation
Click on the sectors to explore the case studies
Climate Change Solutions Fund invests in the forward-thinking companies developing and scaling solutions to address the drivers of climate change, tapping into a wave of innovation across sectors and across the market cap spectrum.
Sustainable Food & Water
CNH Industrial
World leading precision farming equipment and services provider
180
Countries
With operations and more than 70,000 employees
1,000
Gallons less
Of herbicide applied when technologies used
14,000+
Patents
Developed in house across 59 dedicated research and development centres
400,000
Tons
Of CO2 equivalent will be avoided through the use of CNHI’s equipment.
Treatment of the important resource on the planet
CNH Industrial develops equipment across both the agriculture and construction sectors across five separate brands in their portfolio.
Leader in precision farming and agriculture products – using a combination of data, sensor based technology integrated with traditional farming equipment for superior crop yields and less wastage.
Agriculture solutions with a commitment to reduce carbon footprint
Actively engaged in reducing their own carbon footprint of their supply chain:
- -8.5% of energy consumption in 2021 compared to 2020
- 51% of water used is recycled
- 9% of spare parts sales in 2021 from recycled components
Source: Company website. April 2022, The example above included solely to illustrate the investment process and strategies which have been utilized by the manager. It should not be assumed that investments in the portfolio including the example above have been profitable. Please note that the investment is not necessarily representative of future investments that the manager will make. There can be no guarantee of future success. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.
Sustainable Transport 
LG Energy Solutions
South Korean leader in battery technology with a global footprint
30
Of battery technology expertise
Years of experience
24,000+
One of the highest in the industry
Technology patents
$4.5 bn.
Over the last ten years
Investment into research & development (R&D)
3,300+
As of December 2021
Researchers and engineers employed
“Charging” towards a better future…
- LG Energy Solutions is a leader in eco-friendly battery technology with applications across a suite of industries.
- Strong competitive moat as a major supplier to 13 of the top 20 global electric vehicle brands
- Awarded 79 projects from 24 OEMs across Europe, North America and Asia
…through continuous investment in research
- The company offers a comprehensive portfolio of Advanced Automotive Battery, Mobility & IT battery & ESS Battery enterprises.
- Extensive partnership with academia and start-ups to foster new ideas and innovation
- Plans to achieve carbon neutrality by 2050 and 100% renewable electricity in operations by 2030
Source: Company website, ESG Report. Data as of January 2023.. *For the year 2021. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.
Renewables & Electrification
Iberdrola
The largest operator of renewable power generation globally
100
Million
People supplied with energy
€13
Billion
Planned investment per annum in infrastructure, with >90% of this investment in networks and renewables
80%
Of earnings
Comes from renewable generation or electricity networks
7.8GW
Of renewable capacity under construction
A world leader in renewable energy
Iberdrola group started investing in renewable energy more than two decades ago and is today a world leader in renewable energy.
The company currently has 38 GW of renewable installed capacity worldwide and aims to increase this to 95 GW by 2030.
The company is currently building 17 renewable energy plants which have become milestones because of their size and innovative nature.
Investing in smart grid technology
The company is a world leader in smart grid technology, and operates one of the largest distribution systems:
- More than 1.2 million kilometers of distribution and transmission lines
- More than 4,400 substations
- More than 1.5 million transformers
Source: Company website. November 2022. *BloombergNEF Electric Vehicle Outlook 2020. The example above included solely to illustrate the investment process and strategies which have been utilized by the manager. It should not be assumed that investments in the portfolio including the example above have been profitable. Please note that the investment is not necessarily representative of future investments that the manager will make. There can be no guarantee of future success. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.
Sustainable Construction
Ariston
Leading provider of heating and hot water products
40+
Markets
Leadership position in Europe and emerging markets and growing share in North America
Below 5%
Heat pump penetration in Europe
80%
Of revenues
Comes from energy efficient and renewable solutions
3
Million tons
Of CO2 equivalent will be avoided due to their technologies
A world leader in global thermal comfort
In operation 1930s and over time has built a portfolio of brands catering to a variety of thermal heating solutions to be amongst the leading companies in the sector today.
Growth is underpinned by accelerating demand for energy-efficient products and regulatory requirements and political goals for energy efficiency and decarbonization
Hot water and heating markets remain very fragmented, offering significant opportunity for consolidation.
Low carbon high efficiency heating technologies
The company is an innovator in best in class heat pump technology:
- Growing sales now coming from innovative products (released <5 years ago)
- Best in class products require less technical maintenance than older models
- By 2045 company expects more than 50% of heating demand to be met by heat pumps
Source: Company website. April 2022, The example above included solely to illustrate the investment process and strategies which have been utilized by the manager. It should not be assumed that investments in the portfolio including the example above have been profitable. Please note that the investment is not necessarily representative of future investments that the manager will make. There can be no guarantee of future success. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.
Recycling TOMRA
Market leader in the reverse vending market and the use of sensors in resource management
1.4
Trillion+
Drinks containers produced every year
40
Billions
Drinks containers collected every year by TOMRA
80,000
Reverse vending machines installed globally
155,607,375
Metric tonnes of CO2 saved by machines installed by TOMRA mining in 2020
A world with no concept of waste
Proper handling of used packaging conserves precious resources like energy, water and crude oil – also reducing GHG emissions.
Deposit return program encourages consumers to make better choices in terms of discarding their single-use plastics and promoting a sustainable circular economy.
Beyond reverse vending
Technology has applications beyond reverse vending:
- Food – sensor based sorting for food industry to reduce waste.
- Sorting Recycling – use of infrared sensors for waste sorting.
- Mining sites – sensors can reduce energy consumption by up to 15% and water use by 3-4 cubic meters per ton of ore.
Source: Company website. November 2022. *BloombergNEF Electric Vehicle Outlook 2020. The example above included solely to illustrate the investment process and strategies which have been utilized by the manager. It should not be assumed that investments in the portfolio including the example above have been profitable. Please note that the investment is not necessarily representative of future investments that the manager will make. There can be no guarantee of future success. The companies/securities above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell.
Designed by data.
Refined by research.
Identifying companies with the ability to develop, deliver and scale solutions to the climate challenge demands active insight. JPM Climate Change Solutions combines expertise in artificial intelligence and data science with analyst research to distil a vast investment universe into a high-conviction portfolio of companies with the potential to shape our world.
An Intelligent Climate Change Investment Solution
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More Information
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