Impax Asset Management, a London-headquartered asset manager, integrates climate considerations into all investment strategies through three key steps: Investment universe formulation, fundamental corporate resilience analysis and stewardship and advocacy.
With targets to allocate 100% of committed AUM to “transition aligned” or “transition aligning” investments by 2030, Impax’s investment approach centres on understanding and pricing a company’s exposure to climate-related risks and opportunities. Four proprietary tools—Environmental Markets Taxonomy, Sustainability Lens, Gender Score, and Taxonomy of Sustainable Infrastructure —underpin every strategy and help investment teams identify high opportunity sectors and companies with the lowest physical and transition risks.
A large portion of Impax’ portfolio is in Public Equities. The case study demonstrates Impax’ approach to integrating the four tools into evaluating the semiconductor industry in Asia, including thematic and sub-industry level evaluation, understanding nuances, cross-cutting issues and dependencies, as well as company-level risks. Insights from engaging with listed Asian semiconductor manufacturers and navigating specific regional governance challenges are detailed.
Translate climate risk into decisions & engagement: Impax’ suite of thematic tools aid investment teams in identifying high opportunity sectors, and companies with the lowest physical and transition risks.
Multi-level analysis shapes engagement priorities: Having a deep understanding of the risks and opportunities at various levels helps Impax to quantify risk, and engage their investee companies accordingly
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