Skip to main content

Investing in positively impactful businesses

Sustainability and resiliency are at the heart of our investment strategy. Our portfolio companies decarbonize our energy infrastructure, improve mobility systems and industry, and help our economy adapt to the new challenges of the 21st century, all while striving to deliver long-term value for our investors.

Impact Hero Image@2x Min 350x665 Acf Cropped 1
Activate Report
We are pleased to share our 2024 Sustainability Report, which highlights our firm and portfolio’s impact on climate, workplace policies, and more. We have also included details of our plans ahead. In 2023, our 27 active portfolio companies, in aggregate, enabled 1.7 million metric tons in emissions reductions and avoidance, the equivalent of taking 370,000 internal combustion engine cars off the road for a year.
 
As we strive for transparency and aim to further our contributions and impact, we look forward to a continued partnership with our portfolio companies, investors, and all of our stakeholders as we work together toward our vision for a sustainable and resilient future.

Together, we are building a better future

As a firm focused on sustainability, we recognize there is no magic bullet for addressing climate change. The Paris Agreement and achieving a 1.5°C trajectory will take thousands of companies all meaningfully moving the needle on technology, innovation, and scale in their respective sectors. We are investing in the sustainability supercycle—a multi-decade transformation in how we power, produce, move—and increasingly adapt—global economic activity.

100 %

of our portfolio companies are driving impact to sustainability, supply chain resiliency, and process efficiencies

1.7 M

metric tons of CO2e savings enabled by our portfolio in 2023, equivalent to taking 370K internal combustion engine cars off the road for a year

1,311 GWh

of clean electricity generated and peaker plant usage avoided by our portfolio companies, enough to power 121K US homes for a year