执行董事长吉姆·考尔特告诉 Semafor，私募股权巨头 TPG 已投入其不到一个月前完成募集的 100 亿美元气候专项基金近三分之一。该基金名为 Rise Climate II，投资于美国和欧洲以及南亚等新兴市场的清洁能源、能源服务与技术、低碳交通和工业脱碳领域的公司。连同 TPG 其他气候相关基金，该公司掌控着全球最大规模的清洁技术资本池之一。而且似乎成效显著：TPG 今日报告第三季度净利润增长 33%。
Private equity giant TPG has already invested nearly one third of a $10 billion climate-focused fund it closed less than a month ago, executive chairman Jim Coulter told Semafor. The fund, Rise Climate II, invests in companies in clean power, energy services and technology, low-carbon transportation, and industrial decarbonization in the US and Europe, as well as in emerging markets in South Asia and elsewhere. Between Rise II and TPG’s other climate-related funds, the firm controls one of the world’s largest pools of clean tech capital. And it seems to be paying off: TPG reported today a 33% boost in its third-quarter net income.
考尔特表示，虽然 ESG 投资在华尔街已不再流行，但人工智能热潮极大地强化了该公司早已关注的这类公司的投资逻辑：“在去碳化投资的长期趋势上，世界的关注度时有起伏。但在这一趋势之下，我们依然看到大量进展。全球电力短缺为可再生能源成为未来的基荷电源提供了切入点。” 该新基金中专注于发展中国家的部分包含阿联酋 ALTÉRRA 的 15 亿美元，以及一系列开发银行、主权财富基金和机构投资者，考尔特将其描述为“前所未见的组合”。他表示，在某些情况下，这部分基金的投资能够撬动其他来源 50 倍的资本。
While ESG investing has fallen out of fashion on Wall Street, the AI boom has done a lot to strengthen the case for the types of companies the firm was already interested in, Coulter said: “On the long-term trend towards decarbonization investing, the world’s focus goes in and out a little bit. But underneath that trend, we’re still seeing a lot of progress. The electricity shortage around the world has given a wedge for renewables to become the baseload of the future.”A subset of the new fund focused on the developing world included $1.5 billion from the UAE’s ALTÉRRA, as well as a range of development banks, sovereign wealth funds, and institutional investors, which Coulter described as “an ensemble I’ve never seen before.”In some cases investments from this portion of the fund were able to draw in 50 times more capital from other sources, he said.