Soil to Cities

The impact revolution

The relentless pursuit of production, consumption and growth is putting tremendous pressure on our planet. Unsustainable practices are endangering not only the Earth’s capacity to regenerate, but also the wellbeing of future generations. As a population, it’s imperative we rethink how we produce, consume and develop.

As investors, this urgent need for change has trigger an impact revolution. It’s no longer sufficient to consider impact as a singular investment outcome. Our stressed eco-system means impact has to drive what, where and how we invest. Impact has become the investment opportunity and the outcome.

At Mirabaud Asset Management, the impact revolution shapes our strategies from genesis. We identify pressing impact dynamics, such as the depletion of agricultural soils and the need for energy-efficient, sustainable housing, and build specialised investment strategies around these long-term secular themes so we can deliver environmental and societal change hand-in-hand with attractive financial returns.

Harnessing the power of private assets 

We believe private equity provides the most powerful way to invest for impact.

The direct involvement that private equity provides allows investors to establish long-term relationships with investee companies. Financing and implementing disruptive business models that meet the needs of current generations and those to come, helps to deliver financial returns alongside long-term impact.

Why is private equity the natural partner for businesses driving change? The long-term investment horizon affords time for idea incubation, strategy and execution, away from short-term distractions such as stock price fluctuations and quarterly reporting.

Our investment approach

At Mirabaud Asset Management, our goal is to deliver risk-adjusted returns hand-in-hand with positive impact outcomes that reduce societal harm.

We target niche investment areas, zooming in from mainstream to specialised to identify areas of maximum impact and return potential, partnering with knowledge leaders to create powerful, specialised offerings for our clients.

We believe real impact is delivered through innovation and deep collaboration. For each investee company, we develop a relevant ESG and impact framework than is not bound by conventional measures. We never apply a one-size fits all approach – within each of our strategies, every investment company has a common link but its own DNA. We combine our common ESG KPIs with unique company-specific KPIs to drive meaningful change.

Soil to Cities Presentation PDF