Just Climate

Just Climate operates as a dedicated investment platform launched by Generation Investment Management to address the critical funding gap in hard-to-abate sectors. Founded with the explicit purpose of directing capital toward solutions for the highest carbon-emitting industries that remain furthest from decarbonization pathways, the firm represents a strategic response to the escalating climate crisis. Their approach combines rigorous climate impact assessment with traditional investment discipline to identify opportunities that can deliver both environmental transformation and competitive financial returns.

The investment thesis at Just Climate centers on catalytic capital deployment across sectors including heavy industry, transportation, energy, buildings, and agriculture—areas collectively responsible for approximately 80% of global emissions. By focusing on these challenging sectors, the firm aims to accelerate the transition to a net-zero economy through investments in technologies and businesses with significant carbon reduction potential. Their portfolio typically includes companies developing breakthrough solutions in areas such as clean hydrogen, long-duration energy storage, sustainable aviation fuels, and industrial process innovations.

Drawing on the extensive expertise of Generation Investment Management, founded by Al Gore and David Blood, Just Climate benefits from deep sustainability credentials and a robust network of institutional partners. The firm employs a climate-led investment methodology that quantifies both the potential emissions reduction impact and the climate risk mitigation capabilities of each investment opportunity. This approach has positioned Just Climate as a pioneer in the emerging field of climate-first investing, helping to establish new frameworks for how institutional capital can effectively address climate challenges while maintaining fiduciary responsibility.

Beyond direct investments, Just Climate works to transform capital markets by advocating for systemic changes in how climate considerations are integrated into investment decision-making. The organization actively engages with global institutional investors, including pension funds, sovereign wealth funds, and insurance companies, to promote the adoption of climate-led investing as a fundamental allocation imperative. Through this combination of targeted investments and market influence, Just Climate aims to demonstrate that addressing climate change represents not just an environmental necessity but also a compelling investment opportunity capable of generating sustainable long-term returns while contributing meaningfully to global decarbonization efforts.