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12/2024

5 Reasons for Impact Investing

Impact investing, i.e. sustainable and responsible investing, is a need for more and more investors. Rolf Helbling explains the five most important reasons why impact investing is extremely important and financially very worthwhile:

1. Double Bottom Line:

Impact investing aims to achieve positive social and environmental effects in addition to financial returns. Investments support projects or companies in areas such as energy saving, renewable energies, resource efficiency or healthcare.

2. Long-Term Financial Returns:

“Companies that pursue sustainable and responsible practices are often better positioned for long-term success. The investment focus on companies that essentially promote a more efficient use of resources forms the basis for an attractive return. Studies show that impact investments offer competitive financial returns by capitalising on long-term opportunities and mitigating risks arising from unsustainable business practices.

3. Risk Minimisation:

By integrating environmental, social and governance (ESG) factors into investment decisions, potential risks can be better identified and minimised. Companies that operate sustainably are often less susceptible to regulatory changes and scandals.

4. Fulfilment of Personal Values:

Many investors want to invest their capital in line with their personal values. Impact investing enables investors to make a positive contribution to society and the environment with their capital and at the same time fulfil their own ethical expectations.

5. Market and Innovation Potential:

Impact plants support innovative companies and technologies that develop solutions for today’s biggest challenges. This can lead to the creation of new markets and business opportunities that drive long-term growth and positive change in the area of energy and resource efficiency.

 

“Impact investing gives investors the opportunity to play an important role in tackling global challenges while generating attractive financial returns.”

Rolf Helbling, Founder Carnot Capital & Portfolio Manager

 

Weitere Beiträge

Carnot Capital wins 1st place in the “Sustainable Performance Award® 2024”

Carnot Capital wins 1st place in the “Sustainable Performance Award® 2024”

Award for the “Carnot Efficient Energy Fund” Confirms Sustainable Investment Strategy

We are delighted to announce that the “Carnot Efficient Energy Fund” has secured 1st place in the prestigious “Sustainable Performance Award® 2024” in the “European Equities” category. This award recognizes the fund’s outstanding 5-year performance and its commitment to environmental sustainability, social responsibility, and sustainable investment strategies. The “Sustainable Performance Award®” is presented annually by the independent ProVita GmbH and published by the magazine Das Investment. The award honors equity funds that successfully combine ecological and social objectives with financial returns. The “Carnot Efficient Energy Fund” stood out among numerous competitors by demonstrating expertise in energy efficiency and CO₂ reduction while investing in top-quality companies.

Investing in the Future
The “Carnot Efficient Energy Fund” invests in companies developing innovative technologies and solutions to sustainably reduce global energy consumption and greenhouse gas emissions. The companies in the fund’s portfolio benefit not only from long-term growth opportunities but also actively contribute to achieving global climate goals.

“This award is a fantastic confirmation of our vision and investment strategy,” said Andres Gujan, Co-Founder and Portfolio Manager of Carnot Capital. “Our goal is to generate attractive returns for our investors while creating a positive impact on the environment and society. Winning the ‘Sustainable Performance Award® 2024’ shows we are on the right track.”

Sustainability Meets Performance
With a consistent focus on energy efficiency and sustainability, the “Carnot Efficient Energy Fund” has gained the trust of institutional and private investors alike in recent years. The clear impact requirements on one hand and the financial quality standards for portfolio companies on the other are the key factors behind the fund’s success and recognition within the industry.

High Growth in Data Centers

High Growth in Data Centers

The global data centre market continues to grow unabated. A significant proportion of this growth comes from ‘hyperscale data centres’, which are being built by large technology groups such as Microsoft, Google and Amazon. The increasing use of artificial intelligence and machine learning is significantly changing the requirements for data centres. These technologies require more computing power and higher rack densities, which necessitates new designs and increases location requirements. In addition, the demand for “colocation”, i.e. capacity close to users, is increasing to ensure faster loading times.

Sustainability and Energy Efficiency

The sustainability and energy consumption of data centres is an increasingly important aspect, as energy costs and environmental impact are rising steeply. There is a need to improve energy efficiency, and there are several approaches to this:

Cooling is the most important consumption factor. Free cooling or liquid cooling are common efficiency measures.
Eliminating losses from sub-optimal power distribution significantly reduces energy consumption.
Energy for the infrastructure increases energy consumption – building automation helps to reduce this consumption.
Many data centre operators rely on renewable energies to reduce their carbon footprint.

In order to build “green data centres” in the future, a holistic approach is required. This enables optimised energy efficiency and therefore both economic and ecological benefits.

Data Centers in the Carnot Capital Portfolio

Schneider Electric has developed a platform that enables the analysis, monitoring and automation of data centres. Data centres are an important part of the core business, accounting for almost 20% of sales. At ABB and Hubbell, this share is around 10% and also makes a substantial contribution to sales growth. Instalco, a Scandinavian installation company, and Energiekontor, which develops wind and solar projects for the operation of data centres, are also benefiting. Finally, Carel, a new portfolio item, develops advanced cooling systems tailored to the requirements of data centres.