en
Investment
Energy transition
The energy transition is a megatrend that is expected to last decades. It presents a complex landscape and with our advice, backed by dedicated energy expertise, asset owners can reap the benefits of a successful allocation.
LCP Transform supports clients on their journey from baseline education to capital deployment. This unique service leverages the entire energy transition market: generation, storage, networks and demand.
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Investment Uncut
Investing in the energy transition with Sam Hollister
In this episode, we chat to Sam Hollister, Head of Energy and Policy at LCP Delta, on what the Labour government has committed to, the role that private finance will need to play, and the varied opportunity set for investors – this is not just about investing in wind and solar, but investing in a whole new energy system!
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Using investor influence to combat climate change
LCP’s five climate policy asks
To address climate change, 'systemic stewardship' is essential. Our five climate policy asks guide our systemic stewardship activity at LCP, as we want to ensure that we use our influence to drive forward the best possible climate outcomes for the members we ultimately serve.
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Responsible investment survey
Investment managers have put more effort into their responsible investment practices over the two years since our previous survey - but is this effort being focused in the right areas?
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A world in flux: shaping a more positive future
Vista: LCP's investment magazine
Our latest edition explores insights into navigating today's volatile markets amidst geopolitical tensions and climate challenges. It uncovers demographic shifts, the urgency of climate action and opportunities in emerging markets.
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Investment Uncut: LCP's podcast about investing
Our hosts are joined by guests each week as they get beyond the jargon to try and bring sense to the world of investing and bring clarity to your investment decisions.
LCP Transform is built around the energy transition megatrend
We help clients via three simple building blocks:
- Education: A complete understanding of the need for energy transition and the opportunities it presents, as well as the challenges.
- Strategic advice: An understanding of how the investment market operates, how it fits with existing positions, and where the current opportunities are in the space in the form of a suggested sector allocation.
- Implementation: Our manager research process directly uses the investment insights that come from our energy transition expertise. We can help clients achieve a fully invested portfolio of energy transition exposures, aligned with their requirements and agreed strategy.
Who can LCP Transform help?
We have taken great care to design a service that helps the widest range of asset owners, including DB pension funds (those still open or in long term run-off), DC default funds, sovereign wealth funds, insurance companies, endowments, charities and family offices.
What is the energy transition and why you should invest?
The energy transition is a collection of activities that will help change how we produce and use energy. With governments around the globe supporting the energy transition, it is a megatrend expected to last well into the 2050s, and one we believe investors cannot afford to miss.
The potential downsides to a failed transition point to cumulative global GDP declines of over a quarter and the effects of climate change on investment portfolios cannot be ignored.
Investing in the energy transition will not only help reduce that downside risk but will also open up opportunities that provide attractive risk adjusted returns.
Get in touch
If you would like to know more about our investment services and how we can help you.
