社会责任投资和可持续技术的兴起（英）-48页_25mb

报告摘要

Summary of "Impact Investing and the Rise of Sustainable Tech"

Core Content

This report explores the growing role of impact investing and sustainable technology in the context of the global transition towards a climate-neutral and environmentally sustainable economy. It highlights the increasing urgency of climate change and the shift in capital allocation from traditional industries to those that support decarbonisation and sustainability. The tech sector, despite its own environmental challenges, is positioned as a key enabler of this transformation.

Main Viewpoints

Climate Change as a Major Challenge

Climate change is the most pressing issue of recent history, with severe socio-economic consequences.
It is primarily driven by human economic development and reliance on fossil fuels.
To stay below the $2^{\circ}\mathrm{C}$ threshold, global CO2 emissions need to drop by 30% by 2030 compared to 2020 levels.
The transition to a low-carbon economy will bring significant social and economic changes, creating new job opportunities and disrupting existing industries.

The Rise of Sustainable Finance

ESG investing has become mainstream, with over one-third of global managed assets applying ESG criteria.
Impact investing is growing rapidly, with AUM tripling in three years, though it still represents less than 1% of global assets.
Regulatory frameworks such as the EU Taxonomy are pushing for more transparency and accountability in sustainability reporting.
Impact investing is expected to become more prominent as it aligns with the evolving definition of sustainable finance.

Tech Sector as a Catalyst

The tech sector is seen as a leader in the sustainability revolution due to its innovation, transparency, and data-driven approach.
However, it faces criticism for its own environmental and social impacts, including carbon emissions from data centers, user privacy concerns, and resource consumption.
Tech's role in enabling sustainability is significant, especially in areas like data analytics, resource-efficient consumption, and ESG compliance.

Key Sectors for Sustainable Tech

Switch Sectors (Enabling Sectors)

These are tech sectors that actively support the transition to a sustainable economy through their practices and innovations:

Consumer Apps: Platforms that promote sustainable consumption.
Digital Media: Enabling awareness and engagement around sustainability issues.
Digital Marketing: Supporting sustainable brands and products.
Consumption Marketplace: Facilitating the exchange of sustainable goods.
Fintech: Offering ESG-compliant investment options.
Travel Tech: Reducing the carbon footprint of travel.
Digital Services: Supporting sustainable operations and data management.

Examples of Leading Companies

Zalando: A consumption marketplace that prioritizes sustainable brands.
Aspiration: A fintech company with a strong ESG product offering.
Ecovadis: A leader in ESG analytics and reporting.
Back Market: A company focused on refurbished and sustainable products.

Funding and M&A Trends

Impact tech companies are seeing a surge in private equity investment, especially in later-stage rounds.
Software, Marketplaces, and Digital Media have been the most active sectors in terms of funding.
The growth in funding is driven by increasing investor interest in sustainability and the need for innovative solutions to support the climate transition.
The report notes a significant CAGR in funding for certain sectors, such as Fintech, which saw a 243% growth in Series D investments between 2017 and 2020.

Conclusion

The tech sector is uniquely positioned to lead the sustainability transition due to its innovation and data capabilities.
However, it must address its own environmental and social impacts to maintain public trust.
Impact investing is on the rise and is expected to play a central role in the future of sustainable finance.
Regulatory and market pressures are accelerating the adoption of ESG and impact standards, which are becoming essential for assessing company performance and investment opportunities.

Key Information

Climate Transition Goals: Include clean energy, circular economy, energy-efficient buildings, quality education, affordable health, sustainable finance, etc.
Global Temperature Rise: Increased by $0.2^{\circ}\mathrm{C}$ since the Paris Agreement in 2015.
Impact Investing Growth: AUM tripled in three years, with a CAGR of 30% for some sectors.
Regulatory Pressure: The EU Taxonomy and other frameworks are driving sustainability disclosures and investment flows.
Tech's Environmental Impact: Digital technologies contribute 4% of global emissions and are growing faster than overall emissions.
Marketplace and Software Investment Trends: These sectors have seen the highest volume and growth in impact tech funding.

Expert Views

Cameron Hepburn: Emphasizes the need for innovation and the importance of aligning economic activities with planetary thresholds.
Nathan Fabian: Highlights the role of tech in addressing ecological and social challenges and the need for transparency and accountability.
Pierre-François Thaler, Anna Alex, Alexis Normand, Thibaud Hug De Larauze: Provide insights into the future of sustainable tech, the role of data, and the need for better measurement and reporting.

Methodology and Disclaimer

The report is based on an analysis of over 10,000 fundraise and 3,000 M&A transactions.
It includes data from sources such as Capital IQ, NASA, IPCC, and KMPG.
The report includes important disclosures and disclaimers regarding the nature of the analysis and the potential for market changes.

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