Sustainable Alpha: Unlocking Value in the Climate Transition

In this episode of The Future of Finance, Georges Dyer sits down with Marina Severinovsky, Head of Sustainability for the Americas at Schroders, a $1 trillion global investment manager. They explore key themes shaping sustainable investing in 2025, based on Schroders’ proprietary research and reports—including an Oxford University collaboration on "Impact as a Source of Alpha." Marina breaks down how institutional investors can tap into climate resilience, private market decarbonization, and thematic investing, with an emphasis on opportunities, not just risks.

Marina outlines three primary categories for climate investments—low-carbon, transition/climate action, and solutions—and explains how impact-driven businesses can outperform through operational strength and lower volatility. She also dives into the growing importance of physical climate risks (like insurance and health impacts), the evolution of policy frameworks, and the vital role private markets play in funding emerging solutions. With deep insights into sustainable real estate, infrastructure, and nature-positive investing, this episode is a must-listen for anyone interested in the changing landscape of ESG and sustainable finance.

Keywords: Sustainable investing, impact investing, climate transition, ESG trends, decarbonization, private markets, biodiversity and nature, physical climate risk, long-term returns, policy and regulation