Strategy fighting climate change

Investing responsibly in companies providing solutions to combat climate change

Studies have demonstrated the huge impact of climate change on the world’s ecosystems, economies and broader societies, as well as on all human activities.

The effects of global warming have now become a reality. In 2018, an estimated 62 million people were victims of extreme weather phenomena. Hurricanes Florence and Michael alone caused damage valued at $49 billion, according to the World meteorological organization, while 7 million people die every year from air pollution according to the World Health Organisation. These are just a few examples among dozens. As responsible investors, we have a key role in financing the transition towards a low-carbon economy.

Drawing on more than 20 years of experience in environmental, social and governance analysis (ESG) and our expertise in thematic asset management, Candriam is launching a new ESG Climate Action sub-fund within the Candriam SRI Luxembourg SICAV, investing in innovative companies which offer tangible solutions to combat climate change.

Why invest in the ESG Climate Action sub-fund of the Candriam SRI Luxembourg SICAV fund?

Investment opportunities

Renewable energies, smart meter networks, insulating materials, electric vehicles, recycling, smart buildings, etc. Solutions mitigating the causes of climate change and adapting to its consequences are developing around the world and across all types of industry.

Long term upside potential

Companies meeting environmental challenges by providing tangible solutions to climate change will see their businesses grow over the long term. Our strategy involves picking the companies that will be tomorrow’s winners as they can capitalise on the challenge of climate change through their products, services and technologies.

It is urgent to act now

The climate emergency is already here. The temperature of the planet is now 0.9°C higher than during the preindustrial era, whereas the 2015 Paris climate agreement targets maintaining warming at below the 2°C threshold by 2100.

Get involved by becoming part of the solution

Through your investment, you can participate in financing solutions which reduce CO2 emissions and adapt to climate change.

Wim Van Hyfte
Global Head of ESG Investments and Research
Vincent Compiegne
Deputy Head of ESG Investments & Research
Research Paper
  • EN
    Climate Change: 2 degree urgency
  • FR
    Changement climatique : l’urgence des 2° C
  • NL
    Klimaatverandering: De urgentie rond de 2°C
  • DE
    Klimawandel: Arbeiten sie mit uns zusammen für eine eindämmung
  • IT
    Cambiamenti climatici: urgenza dell’obiettivo dei 2 gradi
  • ES
    Cambio climático: la urgencia de los 2 grados

Main risks

For a full understanding of the fund’s risk profile,

we advise investors to carefully read the prospectus and the description of the fund’s underlying risks, including the following risks associated with:

  • Capital loss,
  • Equity investments,
  • Foreign exchange,
  • Emerging markets,
  • Liquidity,
  • Concentration,
  • Derivative products,
  • Chinese A shares,
  • External factors,
  • Counterparty and Share class hedging.

Investments may lose value due notably to the fund’s exposure to the main risks referred to in the fund prospectus and key investor information document.

The fund’s net book value will be published on the Candriam website.

The Candriam difference

Unique strategy

Our environmental strategy does not just exclude companies emitting high levels of CO2. We invest ONLY in companies with core businesses which make a positive impact in the fight against global warming TANGIBLY and directly.

Integrated fundamental financial and ESG analysis  

Our strict investment process selects quality companies providing tangible solutions to combat climate change, and promotes best ESG practices at the operational and managerial levels with regard to investors, employees, clients, suppliers and other stakeholders.

Multi-disciplined expertise

A committee of four members dedicated to managing the fund draws on the complementary skills of our seven financial analysts and our team of 35 ESG experts.

Find out more

  • All our publications
  • Meet our experts
  • Candriam in the press

Latest analyses

  • Alix Chosson, Marie Niemczyk, Climate Action, ESG

    On the Green Brick Road to Net Zero: Candriam’s Climate Strategy

    Our climate is changing faster and faster, bringing our world closer to disastrous social and economic consequences every year. We are reaching the tipping point on every planetary boundary, meaning that at the current pace, we will reach a point of no return in this decade, threatening the future of both our planet and mankind.
  • Climate Action, Equities, ESG, SRI, Paulo Salazar, Galina Besedina, David Czupryna, Emerging Markets

    ESG in EM Equities: Knitting it all together

    25 years of experience in ESG, 25 years of experience in Emerging Markets Equities, and over 15 years of putting it all together. Doubling the Drivers of Performance : Historically, Emerging Markets have been the drivers of global growth. Times are changing - deglobalisation is the new trend – but EMs still are responsible for more than half of our global economic growth.
  • Wim Van Hyfte, Climate Action, Highlighted, Outlook 2022

    Greenflation: a fair cost or an obstacle?

    The rise of inflation has brought up once again the question of costs and benefits relating to addressing climate change
  • Climate Action, Highlighted, Outlook 2022

    Can we make the last call for Net Zero?

    We are at a tipping point not only in terms of credibility but also reversibility of the impact we made on our planet, its climate and its atmosphere
  • Climate Action, Highlighted, Outlook 2022

    Climate in Corporate Credit: where do we go from here?

    Bondholders are the suppliers of new capital for investment and growth. Shareholders can vote, but the supply of retained earnings or new equity issuances is small in comparison with debt funding. Investors must behave Responsibly in their capital allocation. And we, at Candriam, have the Conviction that including Climate in the decision improves risk-adjusted returns. 
  • Climate Action, Highlighted, Galina Besedina, Outlook 2022, Paulo Salazar, Emerging Markets

    Emerging Markets: climate opportunities?

    Emerging nations face a dilemma. On the one hand, they have a strong understanding of the need to protect the climate for future generations. Yet the imperatives of today are to improve their societies and living standards, which requires increased energy and electricity at affordable cost.

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