Sustainable Investing: Adaptation in Action: A Global Universe of Solution Providers

As governments, businesses and communities increase spending to manage the impacts of extreme weather, we believe adaptation solutions will grow in importance. We identify companies positioned to benefit from growing demand for adaptation-focused solutions. We identify c.280 publicly listed companies across six adaptation opportunity areas (infrastructure resilience, water security, food & agriculture resilience, energy security, climate intelligence & technology and adaptation services). Adaptation-related revenues already exceed $1tn across c.2,100 listed companies, growing at a 5.1% CAGR and representing around 20% of the global green economy. Construction & Engineering companies form the largest share of our universe as investment increases in flood protection, resilient buildings, water systems and grid upgrades. Heat stress is the most frequently addressed peril across our universe. We highlight six companies (ROCB, WMS, AGCO, PWR, ADSK, TRYG) across our climate adaptation themes