Also See →
Environmental/Climate
Advocacy Groups
visionarypolitics.net

Green Investments
for the Environment & Climate

Investments in sustainable-environmental
and climate-solving projects or businesses

Environmental, ecological, and climate problems cannot be solved unless private-owned capital is divested from business activities that harm the environment, climate, or ecosystems. This capital must then be re-invested in businesses and projects that are environmentally-friendly and climate-helpful.
See Corporate Climate Responsibility Monitor.

Environmental-responsible investing is absolutely necessary
for the longterm sustainability of the Earth's natural ecosystems and the stability of regional climate patterns. This is necessary for ensuring that the next generations have a livable future.

A new Investment Revolution is needed to ensure a long-term sustainable future, and this will require a shift into Responsible Investments (not simply maximizing short-term profits).

All kinds of investors can make this shift into responsible investing. But it is absolutely necessary for large capital investors, asset management firms and institutional funds
(both public and private) to invest their large amounts of capital into environmental & climate responsible investments, even if some of these responsible investments give slightly lower returns and profits.

see →
Pro Env/Climate
Project Types
Cap-and-Trade Webpage

Investment & Educational Platforms
for Positive Impact Investments

Various Types of Green Investments
for private investors and institutions

Main Types of Institutional Investors

both public and private
(mostly investing in Mutual Funds, ETFs, and Bonds)

Impact Educational Platforms

AskSustainable
asksustainable.com

  • Platform Type: Impact Educational Platform
  • Mission: empower users to use their money to make a difference, offering clarity on climate-friendly financial choices.
  • Accessibility: free, easy-to-use online platform aimed at beginner and intermediate investors.
  • Topics Covered: green banking, impact funds, ESG ETFs, sustainable mutual funds.
  • Resources Available: guides, glossaries, and a database of climate-friendly financial products.
  • Educational Tools: comprehensive learning center with articles, guides, news, and a sustainability glossary.
  • Data Sources: draws from ESG fund ratings, regulatory disclosures, and third-party sustainability research.
  • Product Comparison: searchable database comparing green checking, CDs, ETFs, mutual funds, and impact notes.

Terra.do
terra.do

  • Platform Type: Impact Educational Platform
  • Mission: provide climate education, career pathways, and community for professionals tackling climate change.
  • Accessibility: paid and freemium online courses and live workshops.
  • Topics Covered: climate finance, climate tech, decarbonization, regenerative agriculture.
  • Resources Available: courses, climate career job board, expert community forums.
  • Educational Tools: self-paced and live online courses with practical assignments and peer interaction.
  • Data Sources: expert-led content powered by climate scientists, finance professionals, and climate-tech practitioners.
  • Community & Mentoring: global network of 5,000+ learners, 200+ mentors, plus interactive events and alumni forums.
  • Career Support: climate job board and workshops to support career transitions.

Invest Your Values
investyourvalues.org

  • Platform Type: Impact Educational Platform
  • Mission: help investors avoid fossil fuels and support social and environmental justice by analyzing retirement and mutual fund holdings.
  • Accessibility: free online tool for individuals to screen retirement and mutual fund investments.
  • Topics Covered: fossil fuel exposure, deforestation, arms, tobacco, gender equity.
  • Resources Available: screening tool, fund grades, issue-specific scorecards.
  • Educational Tools: interactive tool evaluates fund holdings and provides drill-down fossil-fuel and ESG scores across thousands of investments.
  • Data Sources: based on public disclosures, ESG ratings, and proprietary analysis.
  • Product Comparison: identifies fossil-exposed and fossil-free options to help users shift portfolios.

GreenPortfolio
greenportfolio.com

  • Platform Type: Impact Educational Platform
  • Mission: help individuals understand and improve the climate impact of their investments and banking.
  • Accessibility: free, algorithmic tools and advisor matches for retail investors.
  • Topics Covered: climate scores, sustainable banking, advisor vetting for climate expertise.
  • Resources Available: portfolio climate scorecard, advisor-matching, blog guides.
  • Educational Tools: algorithmic climate scoring of portfolios and banking products for individual users.
  • Data Sources: proprietary AI model scoring 20,000+ stocks, funds, and banks, plus third-party ESG ratings.
  • Advisor Integration: connects users with vetted climate-focused financial advisors via referral service.

Impact Investment Platforms

Abundance Investment
abundanceinvestment.com

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 95%
  • Minimum Investment: from £5 per project
  • Investor Access: UK-based retail investors
  • Investment Products: offers debentures and bonds funding renewable energy and local government projects
  • Platform Tools: online investment marketplace, secondary market, IFISA and pension integration
  • Impact Themes: solar, wind, hydro, sustainable forestry, EV infrastructure, local climate bonds
  • Impact Tracking: project-level CO? savings, energy output, and community benefits
  • Education & Analytics: detailed project overviews, risk summaries, repayment and performance data
  • Platform Base: London, UK (FCA-regulated)

Raise Green
raisegreen.com (via Honeycomb Credit)

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 85%
  • Minimum Investment: from $100 per project
  • Investor Access: U.S. retail and accredited investors
  • Investment Products: debt and equity opportunities in community solar, clean energy, and climate resilience projects
  • Platform Tools: online marketplace showing project details, secondary market options
  • Impact Themes: community solar, EV infrastructure, energy efficiency, affordable housing
  • Impact Tracking: project-level CO? savings, energy output, repayment metrics
  • Education & Analytics: project descriptions, risk and return data, performance tracking
  • Platform Base: originally Boston-based; now part of Honeycomb Credit, U.S.

Earthly
earthly.org

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 85%
  • Minimum Investment: flexible
  • Investor Access: available globally via online marketplace
  • Investment Products: carbon- and biodiversity credits, tree-planting and nature restoration investments
  • Platform Tools: transparent scoring system, customer dashboard, project comparison, and subscription options
  • Impact Themes: carbon removal, biodiversity restoration, community livelihoods, nature-based solutions
  • Impact Tracking: scoring by additionality, permanence, and ecosystem/community outcomes
  • Education & Analytics: webinars, reports, customer stories, and communication toolkits
  • Platform Base: United Kingdom, serving international clients

Betterment SRI
betterment.com

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 80%
  • Minimum Investment: from $10
  • Investor Access: available to U.S. retail investors via Betterment app
  • Investment Products: ETF-based SRI portfolios: Climate Impact, Social Impact, Broad Impact—all
  • Platform Tools: robo-advisor with theme selection, automatic rebalancing, tax-loss harvesting
  • Impact Themes: climate, social equity, diversity & governance, fossil-fuel exclusion
  • Impact Tracking: holds ESG-based ETFs and includes proxy voting via the Engine No.1 VOTE fund
  • Education & Analytics: web-based resources on SRI strategies, tax tools, portfolio analytics
  • Platform Base: New York, NY, USA (SEC-registered RIA & broker)

Ethic
ethic.com

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 70%
  • Minimum Investment: ~ $5,000 (yet varies by advisor or custodian)
  • Investor Access: via registered investment advisors, UMAs, and wealth platforms
  • Investment Products: Custom SMAs, UMAs, ESG ETFs, and direct-indexed equity portfolios
  • Platform Tools: values-aligned portfolio customization across 19 ESG themes
  • Impact Themes: climate, clean energy, diversity & inclusion, ethical labor, and more
  • Impact Tracking: real-time ESG scores, carbon footprint, proxy voting, and tax analytics
  • Education & Analytics: investor dashboards, advisor analytics, sustainability insights
  • Platform Base: New York, NY, USA (SEC-registered RIA)

OpenInvest
openinvest.com

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 60%
  • Minimum Investment: from $100
  • Investor Access: via U.S. brokerages and advisory platforms
  • Investment Products: customized portfolios and optional green bond ETF overlays
  • Platform Tools: values-mapping builder, proxy voting, automatic rebalancing, tax-loss harvesting
  • Impact Themes: climate, racial equity, diversity, refugee support, fossil-fuel exclusion, and others
  • Impact Tracking: real-time dashboard with ESG scores, proxy voting history, and impact insights
  • Education & Analytics: thematic filters, investor dashboards, and tax efficiency tools
  • Platform Base: San Francisco, CA, USA (part of J.P. Morgan Wealth Management)

Newday Impact
newdayimpact.com

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 60%
  • Minimum Investment: from $100
  • Investor Access: U.S. retail via mobile app
  • Investment Products: proprietary themed portfolios and Ocean Health ETF (AHOY)
  • Platform Tools: mobile-based portfolio selection, impact news, community engagement
  • Impact Themes: climate action, ocean health, gender equality, freshwater, animal welfare
  • Impact Tracking: allocation reporting and fee-based giving to aligned nonprofits
  • Education & Analytics: onboarding guides, impact news, educational community features
  • Platform Base: U.S.A. (mobile-first ESG advisory)

Ellevest
ellevest.com

  • Platform Type: Impact Investment Platform
  • Climate & Environment Focus: ~ 55%
  • Minimum Investment: from $10
  • Investor Access: U.S. retail via app; higher-tier via advisor-based wealth management
  • Investment Products: Impact portfolios using ETFs, mutual funds, and alternative investments for qualified clients
  • Platform Tools: robo-advisor platform with financial planning features and goal alignment
  • Impact Themes: gender equality, climate action, social equity, women-led businesses
  • Impact Tracking: periodic impact reviews and proxy?voting transparency for SRI ETFs
  • Education & Analytics: goal-setting tools, retirement planning, tax optimization, webinars
  • Platform Base: New York, NY, USA (SEC-registered RIA)

Charitable Impact Investment Platforms

Planet Impact Fund
onepercentfortheplanet.org

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 100%
  • Minimum Contribution: ~ $25,000
  • Managed Funds: undisclosed; launched in 2024
  • Impact Themes: nature-based solutions, clean energy, climate-tech, sustainable agriculture, and ecosystem restoration.
  • Philanthropic Structure: operates as a donor-advised fund; channels all donations into environmental initiatives & clean energy, with investment returns supporting future environmental grants (with no personal gain).
  • Investment Options: capital is invested in diversified portfolios; includes both public ESG funds and private market opportunities
  • Impact Reporting: annual environmental impact reports
  • Platform Base: USA (managed by CapShift via NPT)

Founders Pledge Climate Fund
founderspledge.com

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 100%
  • Minimum Contribution: typically $1 million+
  • Managed Funds: hundreds of millions in climate pledges
  • Impact Themes: climate policy, innovation, carbon mitigation
  • Philanthropic Structure: operates as a pooled charitable fund; directs all donations into climate solutions, with returns reinvested into future environmental grants (no personal gain).
  • Investment Options: grants to vetted research, policy, and climate innovation groups
  • Impact Reporting: public reports and internal fund updates on project-level climate impact
  • Platform Base: London, UK (operating globally)

Global Greengrants Fund
greengrants.org

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 100%
  • Minimum Contribution: varies; accepts small donations
  • Managed Funds: ~ $100 million since 1993
  • Impact Themes: climate justice, biodiversity, indigenous rights, community resilience
  • Philanthropic Structure: operates as a grant-only fund; all donations go directly to grassroots environmental causes worldwide, with no personal profit.
  • Investment Options: not investment-based; 100% grantmaking to environmental causes
  • Impact Reporting: annual reports, regional highlights, and stories from the field
  • Platform Base: Boulder, Colorado, USA (global reach)

Climate Emergency Fund
climateemergencyfund.org

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 100%
  • Minimum Contribution: none specified—accepts donations and DAF grants
  • Managed Funds: tens of millions disbursed since 2020
  • Impact Themes: direct-action climate activism and policy advocacy
  • Philanthropic Structure: operates as a grant-only fund; all donations support frontline climate action and activism, with no personal profit.
  • Investment Options: grants to vetted climate action groups, campaigns, and disruptive protest actions
  • Impact Reporting: updates on campaign outcomes and fund distributions
  • Platform Base: USA, global reach

Tides Foundation DAF
tides.org

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 70%
  • Minimum Contribution: typically $10,000+
  • Managed Funds: ~ $1.4 billion in donor-advised assets
  • Impact Themes: environmental equity, social justice, grassroots empowerment
  • Philanthropic Structure: operates as a donor-advised fund; contributions support mission-aligned investments and grants, with all returns kept for charitable use and no personal profit.
  • Investment Options: mission-related investments (MRIs), pooled impact funds, and custom portfolios
  • Impact Reporting: fund-level insights and grantee impact documentation
  • Platform Base: USA (San Francisco & New York)

ImpactAssets Donor-Advised Fund
impactassets.org

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 65%
  • Minimum Contribution: $25,000
  • Managed Funds: ~$1.7 billion across ~1,700 donor-advised accounts as of 2024
  • Impact Themes: climate action, social equity, green bonds, community finance
  • Philanthropic Structure: functions as a donor-advised fund; all returns support future grants—donors receive no personal profit.
  • Investment Options: offers thematic impact portfolios, private debt and equity, green bonds, and community investment vehicles.
  • Impact Reporting: advisory-supported reporting includes model portfolios, theme allocations, and fund performance metrics.
  • Platform Base: USA (Bethesda, MD; New York, NY; San Francisco, CA).

Impact Foundation
impactfoundation.org

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 60%
  • Minimum Contribution: $25,000 to open an Impact Account
  • Managed Funds: ~ $650 million deployed via Impact Accounts
  • Impact Themes: community development, nonprofit finance, mission-driven ventures
  • Philanthropic Structure: operates as a charitable trust; donor contributions fund mission-driven investments, with returns recycled for future grants and no personal profit.
  • Investment Options: charitable loans, private equity, mission-aligned enterprises
  • Impact Reporting: portfolio dashboards tracking economic, community, and spiritual outcomes
  • Platform Base: USA

TrustBridge Global Foundation
trustbridgeglobal.com

  • Platform Type: Charitable Impact Platform
  • Climate & Environment Focus: ~ 60%
  • Minimum Contribution: no minimum for core giving; professionally managed accounts begin at ~$100,000.
  • Managed Funds: contributes to a $9?billion+ pool of donor assets managed across the TrustBridge global network.
  • Impact Themes: international development, climate, health, and education.
  • Philanthropic Structure: donor-advised fund structure ensures investment returns remain within the charitable fund for future granting, with no personal profit.
  • Investment Options: supports multi-currency giving and impact investing through a global DAF infrastructure.
  • Impact Reporting: offers a secure donor portal with dashboards for investment and international grant tracking.
  • Platform Base: headquartered in Switzerland with international reach.

Environmental & Climate
Green Investment Firms

Macquarie Green Investment Group
greeninvestmentgroup.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $50 billion, with ~100% directed into eco/climate investments.
  • Investor Access: retail, institutional, government, and corporate investors.
  • Investment Sectors: onshore/offshore wind, solar PV, energy storage, green hydrogen, ecosystem services.
  • Headquarters & Investment Regions: UK (Edinburgh, London); global investments.
  • Investment Strategy: develops, acquires, and manages low-carbon infrastructure across private and public markets.
  • Investment Products: green infrastructure funds, energy transition portfolios, and climate-focused private market vehicles.
  • Investment Examples: offshore wind farms, onshore wind, waste-to-energy.
  • More Information on Investments

responsAbility Investments AG
responsability.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $5 billion, with ~95% directed into eco/climate investments.
  • Investor Access: retail, institutional, government, and corporate investors.
  • Investment Sectors: renewable energy lending, energy efficiency, clean transport finance, SME climate finance.
  • Headquarters & Investment Regions: Zurich, Switzerland; emerging markets in Asia, Africa, Latin America, Europe.
  • Investment Strategy: blended-finance capital to scale renewable energy and efficiency projects in developing economies.
  • Investment Products: renewable energy debt funds, climate finance solutions, and blended-finance impact funds.
  • Investment Examples: solar micro-projects, battery storage, clean transport.
  • More Information on Investments

Engine No.1
engine1.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $430 million, with ~95% directed into eco/climate investments.
  • Investor Access: retail and institutional investors.
  • Investment Sectors: clean transport, EV adoption, energy-efficient industrials, climate-transition equities.
  • Headquarters & Investment Regions: San Francisco, USA; global equity markets.
  • Investment Strategy: active ownership with climate-advocate board campaigns and public themes, plus managed ESG ETFs.
  • Investment Products: actively managed ESG ETFs, climate transition equity funds, and proxy engagement platforms.
  • Investment Examples: Transition 500 ETF (VOTE), EV transition proxy campaigns at major auto firms.
  • More Information on Investments

Sphere
oursphere.org

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $430 million, with ~95% directed into eco/climate investments.
  • Investor Access: retail and institutional investors.
  • Investment Sectors: fossil-fuel-free equities, climate-conscious retirement portfolios.
  • Headquarters & Investment Regions: USA-based; focuses on U.S. stock market and retirement savings.
  • Investment Strategy: passive fossil-free index tracking and climate-focused proxy voting.
  • Investment Products: Sphere 500 Fossil-Free ETF and AtmoSphere 401(k) climate investment overlay tools.
  • Investment Examples: includes largest U.S. companies selected per the Sphere 500 Fossil?Free index.
  • More Information on Investments

Mirova
mirova.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ €32 billion, with ~90% directed into eco/climate investments.
  • Investor Access: retail and institutional.
  • Investment Sectors: energy transition infrastructure, green bonds, natural capital (regenerative agriculture, forestry).
  • Headquarters & Investment Regions: Paris, London, Boston, Singapore, Nairobi; global.
  • Investment Strategy: multi-asset climate-driven investing across public and private markets.
  • Investment Products: sustainable equity funds, green bond strategies, natural capital funds, and infrastructure impact funds.
  • Investment Examples: climate equity strategies, green bonds, energy transition infrastructure, sustainable land-use funds
  • More Information on Investments

Calvert Research & Management
calvert.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $30 billion, with ~90%, directed into eco/climate investments.
  • Investor Access: retail and institutional investors; $1,000 minimum.
  • Investment Sectors: clean energy, green bonds, water infrastructure, sustainable agriculture, ESG equities.
  • Headquarters & Investment Regions: Washington, DC, USA; global strategies.
  • Investment Strategy: designs & manages a broad suite of thematic ESG mutual funds, climate-aligned green bonds, and equity funds.
  • Investment Products: Calvert Global Alternative Energy Fund, Calvert Green Bond Fund, Sustainable Climate Aligned Fund, and ESG index mutual funds.
  • Investment Examples: holdings include SSE PLC, EDP SA, Orsted AS, Brookfield Renewable, Acciona, Elia Group.
  • More Information on Investments

Green Investment Firms
only for accredited & institutional investors

Climate Asset Management
climateassetmanagement.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $1 billion, with ~100% directed into eco/climate investments.
  • Investor Access: accredited & institutional investors, with a $50K minimum.
  • Investment Sectors: regenerative agriculture, sustainable forestry, wetland restoration.
  • Headquarters & Investment Regions: North America & Europe-based; global operations.
  • Investment Strategy: deploys capital into natural capital strategies that sequester carbon and restore ecosystems.
  • Investment Products: Natural Capital Fund, Nature-Based Carbon Fund, Restore Fund - all direct real-assets & natural capital strategies.
  • Investment Examples: farmland & forestry regeneration, blue carbon initiatives; large-scale regenerative forestry in New Zealand, Kenyan soil restoration, and macadamia agroforestry.
  • More Information on Investments

Blue Earth Capital
blueearth.capital

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $1.6 billion, with ~95% directed into eco/climate investments.
  • Investor Access: accredited & institutional investors, with a $50K minimum.
  • Investment Sectors: environmental & social impact through private equity, credit, funds, and climate investments.
  • Headquarters & Investment Regions: USA; investing in developed & emerging markets.
  • Investment Strategy: thematic impact across climate tech, decarbonization, nature-based solutions, and sustainable infrastructure.
  • Investment Products: bespoke private equity, credit, co-investments, and fund partnerships across environmental impact sectors.
  • Investment Examples: climate-tech, impact agriculture/forestry; portfolio includes AMP Robotics (AI recycling), CarbonCure (CO2-loaded concrete), and Sunfire (green hydrogen).
  • More Information on Investments

Generate Capital
generatecapital.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $1.5 billion, with ~95% directed into eco/climate investments.
  • Investor Access: accredited & institutional investors, with a $50K minimum.
  • Investment Sectors: sustainable infrastructure—solar, energy storage, micro-grids, EV charging, resilient water systems.
  • Headquarters & Investment Regions: San Francisco, USA; active across North America.
  • Investment Strategy: develop, own, operate, and finance sustainable infrastructure assets using a public-private partnership model.
  • Investment Products: internally-managed sustainable infrastructure funds.
  • Investment Examples: solar rooftops, EV charging stations, water reuse systems; owns community solar farms, EV fleet charging hubs, waste-to-energy digesters, industrial solar-thermal facilities, renewable hydrogen.
  • More Information on Investments

Galvanize Climate Solutions
galvanizeclimate.com

  • Type of Investment: Green Investment Firm
  • Managed Funds: ~ $1.2 billion, with ~90% directed into eco/climate investments.
  • Investor Access: accredited & institutional investors, with a $50K minimum.
  • Investment Sectors: climate-tech VC, renewables infrastructure, industrial decarbonization.
  • Headquarters & Investment Regions: North America-based; global projects.
  • Investment Strategy: deploys capital and operational support to climate-tech and decarbonization ventures.
  • Investment Products: venture and growth equity Climate Innovation Fund investing across public equities, real estate, and climate-tech venture companies.
  • Investment Examples: stakes in early- to growth-stage decarbonization companies such as Arable, Regrow, Watershed, Octopus Energy.
  • More Information on Investments

Environmental & Climate
Mutual Funds

Fidelity Sustainable Water & Waste Fund fidelity.lu

  • Managed Funds: ~ $1 billion, with ~90% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: water & waste mgmt
  • Investor Access: available to all investors
  • Minimum Purchase: €1,000
  • Kinds of Investments: water treatment, supply, desalination, and waste management.
  • Investment Regions: globally diversified.
  • Investment Focus: companies addressing water scarcity, sustainability, and innovative waste solutions.
  • Examples of Investments: Veolia, Severn Trent PLC, Waste Management Inc, Xylem Inc.
  • Estimated Impacts: improving global water access and waste sustainability.
  • Reported Performance: average annual return of 9.52% over the last 5 years.
  • More Information

Fidelity Sustainable Water & Waste Fund fidelityinternational.com

  • Managed Funds: ~ $1 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: water and waste mgmt
  • Investor Access: available to all investors
  • Kinds of Investments: water purification, desalination, bottling, transport, waste management
  • Investment Regions: global
  • Investment Focus: companies involved in the design, manufacture, or sale of products and services used in water and waste management.
  • Examples of Investments: Severn Trent PLC, Waste Management Inc, Xylem Inc, Smurfit WestRock PLC
  • Reported Performance: Ave annual return of 2.9% over last 5 years (as of Jan 2025)
  • More Information

Ecofin Global Renewables Fund
ecofininvest.com

  • Managed Funds: ~ $500 million, with 100% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: renewable energy
  • Investor Access: available to all investors
  • Minimum Purchase: $1,000
  • Kinds of Investments: companies operating in the renewable energy sector.
  • Investment Regions: global.
  • Investment Focus: companies that own, operate, or develop renewable energy projects worldwide.
  • Examples of Investments: Iberdrola, Enel Green Power, Vestas Wind Systems
  • Estimated Impacts: supporting the global transition to renewable energy sources and reducing reliance on fossil fuels.
  • Reported Performance: average annual return of 8% over the last 5 years.
  • More Information

New Alternatives Fund (NALFX)
newalternativesfund.com

  • Managed Funds: ~ $450 million, with 100% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Focus: renewable energy
  • Investor Access: available to all investors
  • Minimum Purchase: $2,500
  • Kinds of Investments: solar, wind, hydroelectric power, energy conservation.
  • Investment Regions: U.S. and global
  • Investment Focus: companies that have a positive impact on the environment and promote renewable energy.
  • Examples of Investments: EDP Renováveis S.A., Clearway Energy Inc., NextEra Energy Partners L.P.
  • Estimated Impacts: an expansion of renewable energy sources and environmental sustainability.
  • Reported Performance: average annual return of 7.85% over the last 10 years.
  • More Information

NEI Clean Infrastructure Fund
neiinvestments.com

  • Managed Funds: ~ $200 million, with ~100% directed into eco/climate-aligned investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: public climate infrastructure.
  • Investor Access: available to all investors
  • Minimum Purchase: $500 CAD
  • Kinds of Investments: publicly traded companies owning low-carbon power generation, grid, and clean infrastructure.
  • Investment Regions: global; based in Canada.
  • Investment Focus: portfolio of 20–40 companies owning renewable energy, utilities, water systems, and electrification assets.
  • Examples of Investments: Constellation Energy, NextEra Energy, EDP, SSE, Innergex.
  • Estimated Impacts: excludes fossil fuel–dependent companies; emissions measured and reported to quantify climate alignment.
  • Reported Performance: returns of 16-19%.
  • More Information

Impax Asset Management
impaxam.com

  • Managed Funds: ~ $50 billion, with ~95% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: sustainable equities
  • Investor Access: available to all investors
  • Kinds of Investments: companies facilitating the transition to a sustainable global economy.
  • Investment Regions: global.
  • Investment Focus: companies driving the shift towards sustainability worldwide.
  • Examples of Investments: renewable energy firms, water treatment companies, waste management enterprises.
  • Estimated Impacts: advancing global sustainability through strategic investments.
  • Reported Performance: average annual return of 9% over the last 5 years.
  • More Information

Vanguard global Environmental Opportunities Stock Fund vanguard

  • Managed Funds: ~ $4 billion, with ~95% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: sustainability & climate
  • Investor Access: available to all investors
  • Kinds of Investments: environmental sustainability and low-carbon solutions.
  • Investment Regions: global.
  • Investment Focus: invests companies with a potential to outperform the fund's environmental aims.
  • Examples of Investments: firms specializing in renewable energy, energy efficiency, and sustainable agriculture.
  • Estimated Impacts: advancing global environmental sustainability and supporting the transition to a low-carbon economy.
  • More Information

Calvert Global Energy Solutions Fund
calvert.com

  • Managed Funds: ~ $1.2 billion, with ~95% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: clean energy
  • Investor Access: available to all investors
  • Kinds of Investments: companies managing energy sustainably or facilitating the move to a more sustainable economy.
  • Investment Regions: global.
  • Investment Focus: sustainable energy solutions worldwide.
  • Examples of Investments: First Solar, NextEra Energy, Ormat Technologies
  • Estimated Impacts: advancing global sustainability through strategic energy investments.
  • Reported Performance: average annual return of 9.8% over the last 5 years.
  • More Information

Brown Advisory Sustainable Growth Fund brownadvisory.com

  • Managed Funds: ~ $10 billion, with ~90% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: sustainability
  • Investor Access: available to all investors
  • Kinds of Investments: advancements in technology and sustainable practices across various industries.
  • Investment Regions: United States.
  • Investment Focus: companies with sustainable business strategies driving revenue growth and cost improvements.
  • Examples of Investments: holdings include NVIDIA Corp, Amazon.com Inc, and Microsoft Corp.
  • Estimated Impacts: contributing to advancements in technology and sustainable practices across various industries.
  • More Information

Domini Impact Equity Fund (DSEFX)
domini.com

  • Managed Funds: ~ $2 billion, with ~90% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: equity-focused
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. companies promoting ecological.
  • Investment Regions: United States.
  • Investment Focus: seeks long-term total return consistent with the promotion of universal human dignity and ecological sustainability.
  • Examples of Investments: companies accelerating the transition to a low-carbon future, firms contributing to sustainable and resilient communities, businesses promoting sustainable production and consumption.
  • Estimated Impacts: advancing environmental sustainability, social equity, and promoting responsible corporate behavior.
  • More Information

Fidelity Water Sustainability Fund (FLOWX) fundresearch.fidelity

  • Managed Funds: ~ $2 billion, with ~90% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: water sustainability
  • Investor Access: available to all investors
  • Kinds of Investments: water infrastructure, technology, and resource management.
  • Investment Regions: global.
  • Investment Focus: seeks long-term growth of capital by investing in companies addressing global water challenges through sustainable practices and innovative solutions.
  • Examples of Investments: firms specializing in water purification, desalination technologies, and efficient irrigation systems.
  • Estimated Impacts: promoting sustainable water use, improving access to clean water, and technologies that enhance water efficiency.
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Trillium ESG Global Equity Fund
trilliuminvest.com

  • Managed Funds: ~ $960 million, with ~90% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: sustainable economy
  • Investor Access: available to all investors
  • Kinds of Investments: companies leading in managing ESG risks and opportunities.
  • Investment Regions: global.
  • Investment Focus: companies with above-average financial characteristics and growth potential, contributing towards a sustainable global economy.
  • Examples of Investments: Ørsted, Schneider Electric, Ecolab
  • Estimated Impacts: advancing global sustainability through strategic investments.
  • Reported Performance: average annual return of 11.2% over the last 10 years.
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Putnam Sustainable Leaders Fund
putnam.com

  • Managed Funds: ~ $7 billion, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: sustainability
  • Investor Access: available to all investors.
  • Kinds of Investments: common stocks of U.S. companies demonstrating leadership in sustainability issues.
  • Investment Regions: United States.
  • Investment Focus: investing in companies with financially material sustainability practices.
  • Examples of Investments: Tesla, First Solar, NextEra Energy.
  • Estimated Impacts: promoting corporate sustainability leadership and environmental stewardship.
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Calvert US Large-Cap Core Responsible Index Fund calvert.com

  • Managed Funds: ~ $5.7 billion, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: responsible ESG equities
  • Investor Access: available to all investors
  • Minimum Purchase: $5,000
  • Kinds of Investments: large-cap U.S. companies adhering to responsible investment
  • Investment Regions: United States.
  • Investment Focus: large-cap U.S. companies that meet Calvert's Principles for Responsible Investment.
  • Examples of Investments: companies with strong ESG (ESG) practices.
  • Estimated Impacts: promoting corporate responsibility and sustainable business practices.
  • Reported Performance: average annual return of 7.09% over the last 3 years.
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Fidelity Climate Action Fund (FCAEX)
fundresearch.fidelity.com

  • Managed Funds: ~ $4.5 billion, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: climate action
  • Investor Access: available to all investors
  • Kinds of Investments: companies developing solutions to mitigate or adapt to climate change.
  • Investment Regions: global.
  • Investment Focus: aims for long-term capital growth by investing in firms addressing climate change through innovative products, services, or technologies.
  • Examples of Investments: renewable energy companies, electric vehicle manufacturers, and firms specializing in energy efficiency.
  • Estimated Impacts: reducing greenhouse gas emissions, advancing renewable energy adoption, and climate resilience initiatives.
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Nuveen Large Cap Responsible Equity Fund nuveen.com

  • Managed Funds: ~ $1.5 billion, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: responsible ESG equities
  • Investor Access: available to all investors
  • Minimum Purchase: $3,000
  • Kinds of Investments: U.S. large-cap stocks with strong ESG performance.
  • Investment Regions: United States.
  • Investment Focus: U.S. large-cap companies with favorable long-term total returns and strong ESG criteria.
  • Examples of Investments: companies in technology, healthcare, and consumer sectors with leading ESG practices.
  • Estimated Impacts: promoting corporate responsibility and environmental stewardship.
  • Reported Performance: average annual return of 10.2% over the last 5 years.
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Impax Large Cap Fund (PAXLX)
impaxam.com

  • Managed Funds: ~ $500 million, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: sustainable & green tech
  • Investor Access: available to all investors
    Min Investment: $1,000
  • Kinds of Investments: large-cap companies with sustainable business practices.
  • Investment Regions: United States.
  • Investment Focus: large-cap companies that demonstrate leadership in environmental stewardship and social responsibility.
  • Examples of Investments: companies in sectors like technology, healthcare, and consumer goods with strong sustainability profiles.
  • Estimated Impacts: promoting corporate sustainability and responsible business practices.
  • Reported Performance: average annual return of 10% over the last 5 years.
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Shelton Sustainable Equity Fund (NEXTX)sheltonfunds.com

  • Managed Funds: ~ $330 million, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Focus: sustainable economy
  • Investor Access: available to all investors
  • Minimum Purchase: $1,000
  • Kinds of Investments: companies that reduce environmental risks.
  • Investment Regions: primarily U.S.
  • Investment Focus: the sustainable economy with above-average growth potential.
  • Examples of Investments: Moderna Inc., Vestas Wind Systems A/S, JinkoSolar Holding Co. Ltd.
  • Estimated Impacts: contributes to environmental sustainability and the advancement of the green economy.
  • Reported Performance: average annual return of 9.8% over the last 5 years.
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Parnassus Core Equity Fund
parnassus.com

  • Managed Funds: ~ $25 billion, with ~80% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: responsible ESG equities
  • Investor Access: available to all investors
    Min Investment: $2,000
  • Kinds of Investments: U.S. large-cap stocks selected for their potential to compound value.
  • Investment Regions: United States.
  • Investment Focus: U.S. large-cap companies with sustainable competitive advantages and positive ESG characteristics.
  • Examples of Investments: companies in technology, healthcare, and consumer sectors.
  • Estimated Impacts: promoting corporate responsibility and environmental stewardship.
  • Reported Performance: average annual return of 12.67% over the last 10 years.
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TIAA-CREF Social Choice Equity Fund (TICRX) tiaa.org

  • Managed Funds: ~ $15 billion, with ~75% directed into eco/climate investments
  • Type of Investment: Mutual Fund
  • Specialized Type: responsible ESG equities
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. companies selected based on ESG criteria, including environmental stewardship.
  • Investment Regions: United States.
  • Investment Focus: seeks favorable long-term total return that reflects the investment performance of the overall U.S. stock market while giving special consideration to certain ESG criteria.
  • Examples of Investments: companies with strong environmental policies, firms engaged in sustainable practices, organizations with positive social impacts.
  • Estimated Impacts: sustainable business practices and encouraging corporate responsibility.
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Bond-focused Mutual Funds

Amundi Planet Emerging Green
amundi.lu

  • Managed Funds: ~ $1.5 billion, with 100% directed into eco/climate investments
  • Type of Investment: Mutual Fund
  • Specialized Type: green bonds
  • Investor Access: only to institutions, investment firms, and large investors.
  • Kinds of Investments: green bonds in emerging markets.
  • Investment Regions: Emerging markets
  • Investment Focus: green bonds for climate finance in emerging markets.
  • Examples of Investments: green bonds financing renewable energy, energy efficiency, and green infrastructure
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Calvert Green Bond Fund
calvert.com

  • Managed Funds: ~ $780 million, with 100% directed into green/climate bonds.
  • Type of Investment: Mutual Fund
  • Specialized Type: green-bond Fund
  • Investor Access: available to all investors.
  • Minimum Purchase: $1,000
  • Kinds of Investments: bonds financing renewable energy, energy efficiency, & sustainable infrastructure.
  • Investment Regions: globally diversified.
  • Investment Focus: environmental sustainability through fixed-income investments.
  • Examples of Investments: green buildings, clean transportation, and water management projects.
  • Coupon Rate: average coupon of 3.63%
  • Maturity Period: 6.25 years
  • Est. Yield: SEC 30-day yield of 4.24%
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NN-L Euro Green Bond Fund
nnip.com

  • Managed Funds: ~ €500 million, with 100% directed into eco/climate investments
  • Type of Investment: Mutual Fund
  • Specialized Type: green bonds
  • Investor Access: available to all investors
  • Kinds of Investments: euro-denominated green bonds
  • Investment Regions: primarily Europe
  • Investment Focus: projects with positive environmental impact, such as renewable energy and energy efficiency.
  • Examples of Investments: wind farms, solar power installations, and green building projects.
  • Maturity period: ave. duration is ~7 years
  • Credit rating: predominantly A-rated bonds
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State Street Green Bond Fund
ssga.com

  • Managed Funds: ~ $300 million, with 100% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: green bonds
  • Investor Access: available to all investors
  • Kinds of Investments: global green bonds issued by governments and corporations.
  • Investment Regions: globally diversified.
  • Investment Focus: clean transportation & sustainable water projects.
  • Examples of Investments: electric vehicle infrastructure, water purification systems, and sustainable agriculture initiatives.
  • Coupon rate: varies by bond holding; average yield ~2.0% (as of Dec 2024)
  • Maturity period: ave. duration is ~5 years
  • Credit rating: mix of A and BBB-rated bonds
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Nuveen Green Bond Fund
nuveen.com

  • Managed Funds: ~ $160 million, with 100% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: green bonds
  • Investor Access: available to institutional and retail investors
  • Kinds of Investments: bonds financing renewable energy and sustainable infrastructure.
  • Investment Regions: primarily U.S., with some international exposure.
  • Investment Focus: green projects in clean energy, energy efficiency, and sustainable transport.
  • Examples of Investments: bonds issued by the European Investment Bank and Apple Inc. for green initiatives.
  • Estimated Impacts: reducing carbon emissions by 2 million metric tons annually.
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Pathfinder's Green Bond Fund
pathfinder.com

  • Managed Funds: ~ $100 million, with 100% directed into eco/climate bonds
  • Type of Investment: Mutual Fund
  • Specialized Type: green-bond Fund
  • Investor Access: available to all investors
  • Minimum Purchase: $5,000 for 3+ yrs
  • Kinds of Investments: environmental projects.
  • Investment Focus: projects with positive environmental impact.
  • Examples of Investments: renewable energy projects, sustainable infrastructure developments.
  • Est. Yield: ~ 3% annually

Goldman Sachs Green Bond Fund
gsam.com

  • Managed Funds: ~ $500 million, with ~90% directed into eco/climate investments
  • Type of Investment: Mutual Fund
  • Specialized Type: green bonds
  • Investor Access: available to all investors
  • Kinds of Investments: green bonds issued by governments, agencies, and corporations worldwide.
  • Investment Regions: globally diversified.
  • Investment Focus: projects with positive environmental impacts.
  • Examples of Investments: renewable energy, energy efficiency, and pollution prevention projects.
  • Coupon rate: varies by holding; average yield ~2.0% (as of Dec 2024)
  • Maturity period: ave. duration is ~6 years
  • Credit rating: mix of investment-grade bonds
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Fidelity Environmental Bond Fund (FFEBX) fundresearch.fidelity.com

  • Managed Funds: ~ $250 million, with ~85% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: green bonds
  • Investor Access: available to all investors
  • Kinds of Investments: green bonds and debt securities issued by entities with strong environmental practices.
  • Investment Regions: global.
  • Investment Focus: seeks a high level of current income by investing in bonds that finance environmentally beneficial projects.
  • Examples of Investments: bonds funding renewable energy projects, sustainable agriculture, and green building initiatives.
  • Estimated Impacts: environmental sustainability, reducing carbon footprints, and promoting eco-friendly infrastructure development.
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PIMCO Climate Bond Fund
pimco.com

  • Managed Funds: ~ $300 million, with ~80% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: climate bonds
  • Investor Access: available to all investors
  • Kinds of Investments: bonds from issuers addressing climate resilience and sustainability.
  • Investment Regions: globally diversified.
  • Investment Focus: investing in climate bonds supporting clean energy, low-carbon transport, and sustainable agriculture.
  • Examples of Investments: bonds financing renewable energy infrastructure and carbon reduction projects.
  • Estimated Impacts: facilitating $5 billion in climate-resilient investments.
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Green Century Balanced Fund
greencentury.com

  • Managed Funds: ~ $260 million, with ~80% directed into eco/climate investments.
  • Type of Investment: Mutual Fund
  • Specialized Type: equity-bond balanced
  • Investor Access: available to all investors
  • Minimum Purchase: $2,500
  • Kinds of Investments: stocks and bonds with environmental responsibility
  • Investment Regions: United States.
  • Investment Focus: environmentally responsible companies and green bonds financing environmental protection projects.
  • Examples of Investments: renewable energy companies, sustainable agriculture firms, and green municipal bonds.
  • Estimated Impacts: supporting environmental sustainability and climate change mitigation.
  • Reported Performance: average annual return of 7.5% over the last 5 years.
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Climate Infrastructure Funds

CION Grosvenor Infrastructure Fund
cioninvestments.com

  • Type of Investment: Climate Infrastructure
  • Managed Funds: ~ $300 million, with ~100% directed into climate-aligned infrastructure.
  • Investor Access: available to all investors, with a $2,500 minimum.
  • Kinds of Investments: unlisted private climate projects like renewable power, grid systems, logistics infra.
  • Investment Regions: global focus: energy transition, logistics, supply chain infrastructure.
  • Investment Structure: interval fund mainly deploying into private climate infrastructure assets with minimal public exposure.
  • Investment Strategy: provides individual investors access to GCM Grosvenor’s institutional infrastructure platform.
  • Example Projects: 43 infrastructure assets across transport, energy, digital & clean climate infrastructure at inception.

Hamilton Lane Private Infrastructure Fund   hamiltonlane.com

  • Type of Investment: Climate Infrastructure
  • Managed Funds: ~ $60 million, with ~90% directed into climate-aligned infrastructure.
  • Investor Access: available to all investors via Republic platform, with a $500 minimum.
  • Kinds of Investments: private infrastructure assets including renewable energy, grid systems, and transport infrastructure.
  • Investment Regions: global; based in USA.
  • Investment Structure: interval fund mainly holding unlisted private infrastructure equity, with minimal exposure to public infrastructure securities.
  • Investment Examples: shares in private companies owning renewables, utilities, transportation infrastructure.

Cantor Fitzgerald Infrastructure Fund
cantorinfrastructurefund.com

  • Type of Investment: Climate Infrastructure
  • Managed Funds: ~ $450 million, with ~85% directed into climate-aligned infrastructure.
  • Investor Access: available to all investors, with a $2,500 minimum.
  • Kinds of Investments: infrastructure project assets in electric utilities, renewable energy producers, water utilities, and transport/utility.
  • Investment Regions: global; New York based.
  • Investment Structure: interval fund allocating ~70% to private infrastructure and ~30% to public infrastructure securities.
  • Investment Examples: digital infrastructure, energy transition assets, sustainable utilities.
  • Reported Performance: average annual return of ~13.3% since inception; annual distribution ~4%.

Meketa Infrastructure Fund
meketacapital.com

  • Type of Investment: Climate Infrastructure
  • Managed Funds: ~ $35 million, with ~80% directed into climate-aligned infrastructure.
  • Investor Access: available to all investors, with a $5,000 minimum.
  • Kinds of Investments: renewable energy & grid infrastructure, clean water.
  • Investment Regions: global; based in USA.
  • Investment Structure: interval fund primarily investing in unlisted private infrastructure assets, with minor exposure to public equities such as REITs or listed utilities.
  • Investment Examples: holdings in renewables, water systems, and public utility infrastructure.
  • Reported Performance: average annual return of ~9.2% since inception in March 2024.

Copenhagen Infrastructure Partners Funds   cip.com

  • Type of Investment: Climate Infrastructure
  • Managed Funds: ~ €30 billion, with ~100% directed into climate-aligned infrastructure.
  • Investor Access: available only to institutional and large investors.
  • Kinds of Investments: greenfield renewables (wind, solar), grid & storage, bioenergy.
  • Investment Regions: global; Copenhagen based.
  • Investment Structure: closed-end infrastructure funds exclusively investing in climate-aligned projects (e.g. offshore wind, solar, storage).
  • Investment Strategy: large-scale development of renewable energy infrastructure and energy transition assets.
  • Example Projects: offshore wind, battery storage, Power-to-X, solar farms in Europe & Asia.

Carbon Equity Climate Infrastructure Fund I   carbonequity.com

  • Type of Investment: Climate Infrastructure
  • Managed Funds: ~ €50 million, with ~100% directed into climate-aligned infrastructure.
  • Investor Access: available only to institutional and large investors.
  • Kinds of Investments: fund-of-fund investing in renewables, energy storage, hydrogen infrastructure, and smart grid systems.
  • Investment Regions: focused in Europe.
  • Investment Strategy: diversifies across 3–5 core infrastructure funds and ~40 portfolio companies focused on climate solutions.
  • Return Objective: targets ~10–12% net IRR across renewable and transition infrastructure assets.
  • Reported Performance: early-stage returns as of 2025 suggest ~9–11% annualized.

Environmental/Climate
Private Equity Funds

Generation Investment Management
generationim.com

  • Managed Funds: ~ $45 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: sustainable impact
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: companies promoting environmental sustainability and addressing climate change.
  • Investment Regions: global.
  • Investment Focus: companies driving sustainable solutions to environmental challenges.
  • Examples of Investments: Sunrun (U.S.) – residential solar energy provider; Convoy (U.S.) – sustainable freight and logistics.
  • Estimated Impacts: advancing global sustainability through strategic investments.
  • Reported Performance: average annual return of 10% over the last 5 years.
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Copenhagen Infrastructure Partners
cip.com

  • Managed Funds: ~ €30 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: renewable energy & infrastructure
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: large-scale renewable energy infrastructure projects.
  • Investment Regions: global.
  • Investment Focus: large-scale renewable energy infrastructure projects globally.
  • Examples of Investments: Vineyard Wind (U.S.) – offshore wind energy; Changfang & Xidao (Taiwan) – offshore wind farm
  • Estimated Impacts: significant contributions to global renewable energy capacity and CO2 reduction.
  • Reported Performance: average annual return of 10% over the last 5 years.
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Altérra
alterra.ae

  • Managed Funds: ~ $30 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: climate investments
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: advancing climate solutions globally.
  • Investment Regions: global.
  • Investment Focus: advancing climate solutions globally.
  • Examples of Investments: TPG Rise Climate's private equity funds, global South Initiative; Brookfield's Catalytic Transition Fund
  • Estimated Impacts: aims to mobilize $250 billion for climate action by 2030.
  • Reported Performance: fund launched in 2023; performance data not yet available.
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Clean Energy Finance Corporation (CEFC) cefc.com.au

  • Managed Funds: ~ $10 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Government-backed Fund
  • Specialized Type: renewable clean energy
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: renewable energy, energy efficiency, and low emissions tech.
  • Investment Regions: Australia.
  • Investment Focus: clean energy projects to help achieve Australia's national goal of net-zero emissions by 2050.
  • Examples of Investments: Fluence Energy (Australia) – battery storage systems; Neoen (Australia) – large-scale solar and wind projects.
  • Estimated Impacts: transforming Australia's energy grid and supporting sustainable housing initiatives.
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Brookfield Global Transition Fund
brookfield.com

  • Managed Funds: ~ $7 billion initially but targeting up to $12.5 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: net-zero transition
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: clean energy projects, decarbonization of carbon-intensive businesses, net-zero technologies
  • Investment Regions: global
  • Investment Focus: accelerating the global transition to a net-zero carbon economy through scalable clean energy solutions
  • Examples of Investments: renewable power projects & partnerships, and sustainable infrastructure
  • Estimated Impacts: reducing global greenhouse gas emissions, promoting sustainable industrial practices
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Blackstone Energy Transition Partners
blackstone.com

  • Managed Funds: $5.6 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: energy transition
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: companies and projects facilitating cleaner, reliable, affordable energy solutions
  • Investment Regions: global
  • Investment Focus: supporting the shift to cleaner energy by investing in decarbonization and energy efficiency
  • Examples of Investments: Energy Exemplar (energy market modeling software), Sediver (electric transmission components)
  • Estimated Impacts: enhancing grid reliability, supporting renewable infrastructure, promoting sustainable energy practices
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Mirova – Energy Transition Infrastructure Fund mirova.com

  • Managed Funds: ~ €4 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: renewable energy & infrastructure
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: renewable energy projects, energy efficiency initiatives, and low-carbon transportation infrastructure.
  • Investment Regions: primarily Europe
  • Investment Focus: infrastructure supporting the energy transition and decarbonization.
  • Examples of Investments: over 1,000 renewable assets across 48 countries, incl. onshore & offshore wind farms, photovoltaic & hydropower projects.
  • Estimated Impacts: generated 8.2 TWh of green electricity in 2023, avoiding 2 million tons of CO2 emissions.
  • Reported Performance: average annual return of 9% over the last 5 years.
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Quinbrook Infrastructure Partners – Net Zero Power Fund quinbrook

  • Managed Funds: ~ $3 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: energy transition
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: renewable energy generation, energy storage, and supporting infrastructure projects.
  • Investment Regions: United States, Australia, United Kingdom, and Europe.
  • Investment Focus: advancing the energy transition through investments in renewable power and enabling infrastructure.
  • Examples of Investments: large-scale wind farms, solar parks, Primergy Solar (U.S.) – Gemini Solar + Storage project; Velox Power (U.K.) – battery storage infrastructure.
  • Estimated Impacts: delivering over 5,000 GWh of renewable energy annually, offsetting approximately 3 million metric tons of CO2 emissions per year.
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KKR Global Impact Fund
kkr.com

  • Managed Funds: ~ $3 billion, with ~100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: impact investing
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: solutions to environmental challenges, climate change and resource efficiency.
  • Investment Regions: global.
  • Investment Focus: companies offering solutions to environmental challenges and climate change.
  • Examples of Investments: CMC Machinery (sustainable packaging), Ramky Enviro Engineers (waste management), GreenCollar (environmental markets).
  • Estimated Impacts: environmental sustainability and resource efficiency.
  • Reported Performance: average annual return of 12% over the last 5 years.
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Catalytic Transition Fund
brookfield.com

  • Managed Funds: ~ $2.4 billion initially but targeting up to $5 billion, with 100% directed into eco/climate investments.
  • Type of Investment: private equity fund
  • Specialized Type: clean energy
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: clean energy in emerging markets
  • Investment Regions: global emerging markets
  • Investment Focus: deploying capital into clean energy and transition assets in emerging markets to support sustainable development
  • Examples of Investments: renewable energy projects, sustainable infrastructure, partnerships to promote clean energy adoption
  • Estimated Impacts: mobilizing capital for climate action in emerging markets, contributing to global emission reduction goals
  • more information

Climate Fund Managers
climatefundmanagers.com

  • Managed Funds: ~ US $2 billion, with ~100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: blended-finance for climateli>
  • Investor Access: institutional and accredited retail investors
  • Kinds of Investments: renewable energy, green hydrogen, water/sanitation systems, resilient cities infrastructure
  • Investment Regions: Africa, Asia, Americas
  • Investment Focus: climate mitigation and adaptation via private equity and credit vehicles.
  • Examples of Investments: Climate Investor One (renewables), Two (water infrastructure), Three (hydrogen/energy transition).
  • Estimated Impacts: avoided ~1.56 Mt CO?e; add’l 765 MW renewables capacity; ~ 2 million people served.
  • Reported Performance: multi-stage lifecycle financing across development, construction, and operations.
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Ambienta SGR S.p.A.
ambientasgr.com

  • Managed Funds: ~ €1.5 billion, with 90% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: sustainable resources
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: European SMEs driven by environmental themes.
  • Investment Regions: Europe.
  • Investment Focus: scalable and profitable European businesses promoting environmental sustainability.
  • Examples of Investments: Cap Vert (France) – green infrastructure maintenance; SF-Filter (Switzerland) – sustainable filtration solutions.
  • Estimated Impacts: improving resource efficiency and pollution control across various industries.
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Climate Asset Management
climateassetmanagement.com

  • Managed Funds: ~ $1 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: natural capital
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: projects enhancing ecosystems, protecting biodiversity, and accelerating the transition to net zero.
  • Investment Regions: global.
  • Investment Focus: projects enhancing ecosystems, protecting biodiversity, and accelerating the transition to net zero.
  • Examples of Investments: regenerative agriculture, sustainable forestry, and other nature-based solutions.
  • Estimated Impacts: aims to enhance ecosystems and protect biodiversity while delivering financial returns.
  • Reported Performance: fund launched in 2022; performance data not yet available.
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Quinbrook Renewables Impact Fund
quinbrook.com

  • Managed Funds: ~ $650 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: renewable energy
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: renewable energy infrastructure projects.
  • Investment Regions: United Kingdom.
  • Investment Focus: developing and managing renewable energy assets to support the UK's energy transition.
  • Examples of Investments: large-scale solar farms, wind energy projects, and battery storage systems.
  • Estimated Impacts: generating over 1,000 GWh of renewable energy annually, powering approximately 250,000 homes.
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Quinbrook Valley of Fire Fund
quinbrook.com

  • Managed Funds: ~ $600 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: solar & storage
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: large-scale solar photovoltaic (PV) and battery storage projects.
  • Investment Regions: United States, specifically Nevada, Colorado, and Arizona.
  • Investment Focus: developing and operating utility-scale solar and storage facilities to enhance grid reliability and renewable energy supply.
  • Examples of Investments: Nevada USA Gemini Solar + Storage project & other projects.
  • Estimated Impacts: – 690 MW solar capacity and generating over 2,500 GWh of renewable energy annually, reducing CO2 emissions by ~ 1.5 million MT/year.
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WaterEquity
waterequity.com

  • Managed Funds: ~ $460 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: water & sanitation
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: companies delivering safe water & sanitation to communities.
  • Investment Regions: Africa, Asia & Latin America.
  • Investment Focus: institutions and enterprises financing water & sanitation access.
  • Examples of Investments: Sidian Bank (Kenya), microfinance institutions.
  • Estimated Impacts: reached 6.2M people with water or sanitation by 2024.
  • Reported Performance: average annual return of 8% over the last 5 years.
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Carbon Equity
carbonequity.com

  • Managed Funds: ~ $300 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Minimum Investment: €20,000 (via ELTIF)
  • Investor Access: open to EU-based retail and professional investors via ELTIF structure
  • Kinds of Investments: climate-tech VC and infrastructure funds
  • Investment Regions: Europe, North America
  • Investment Focus: diversified exposure to 150+ climate-tech companies through pooled funds
  • Estimated Impacts: supports carbon mitigation, clean energy, food systems innovation
  • Platform Base: Amsterdam, Netherlands

Circulate Capital
circulatecapital.com

  • Managed Funds: ~ $255 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: circular economy
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: companies improving recycling, waste supply chains, and circular plastics innovations.
  • Investment Regions: South and Southeast Asia, and recently Latin America.
  • Investment Focus: recycling and circular plastics innovation in South and Southeast Asia.
  • Examples of Investments: Lucro Plastecycle (India), Tridi Oasis (Indonesia), Polyrec S.A.S. (Colombia).
  • Estimated Impacts: avoided 500,000 tons of plastic waste entering the ocean in 2024.
  • Reported Performance: average annual return of 12% over the last 5 years.
  • More Information

Chi Impact Capital
chi-impact.com

  • Managed Funds: ~ $250 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: sustainable equities
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: European companies addressing environmental and social challenges.
  • Investment Regions: Europe.
  • Investment Focus: core-regenerative companies solving pressing global issues.
  • Examples of Investments: Mosa Meat (Netherlands), Vytal (Germany), YASAI (Switzerland).
  • Estimated Impacts: advancing circular economy and sustainable food systems.
  • Reported Performance: average annual return of 12% over the last 4 years.
  • More Information

Okavango Capital Partners
okavango-capital.com

  • Managed Funds: ~ $25 million, with 100% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: conservation-focused
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: companies reducing climate risks and biodiversity loss in Africa.
  • Investment Regions: Africa.
  • Investment Focus: businesses promoting sustainable behaviors to prevent environmental degradation.
  • Examples of Investments: companies developing carbon offsets in partnership with indigenous communities.
  • Estimated Impacts: reducing deforestation and promoting sustainable forestry practices.
  • More Information

Private Equity Funds
that are less than 90% invested in direct environmental & climate impacts
(these funds mix in ESG investments that are more for 'social & governance impacts')

TPG Rise Climate
therisefund.com

  • Managed Funds: ~ $19 billion, with 85% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: climate impact
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: companies & projects providing scalable climate solutions across various sectors.
  • Investment Regions: global.
  • Investment Focus: companies & projects offering scalable solutions to address climate change globally.
  • Examples of Investments: Intersect Power, Form Energy, Twelve, Techem (Germany), Monolith (U.S.) – clean hydrogen & carbon black production.
  • Estimated Impacts: contributions to decarbonization and clean technologies.
  • Reported Performance: average annual return of 12% over the last 5 years.
  • More Information

Aquila Capital
aquila-capital.de

  • Managed Funds: ~ $16 billion, with ~85% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: renewable energy & infrastructure
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: renewable energy projects, sustainable infrastructure, and energy efficiency initiatives.
  • Investment Regions: Europe and Asia-Pacific.
  • Investment Focus: renewable energy & sustainable infrastructure projects in Europe and Asia-Pacific.
  • Examples of Investments: wind farms in Scandinavia, solar PV installations in Spain, hydropower plants in Portugal.
  • Estimated Impacts: generates over 14.6 GW of renewable energy capacity, avoiding ~1.2 million tons of CO2 emissions annually.
  • Reported Performance: average annual return of 8% over the last 5 years.
  • More Information

AXA IM Alts Impact Investing
axa-im.com

  • Managed Funds: ~ $2.5 billion, with ~75% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: impact investing
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: projects focusing on environmental and social outcomes.
  • Investment Regions: global.
  • Investment Focus: projects generating positive environmental and social impacts.
  • Examples of Investments: reforestation projects, sustainable agriculture initiatives.
  • Estimated Impacts: contributing to biodiversity restoration and community development.
  • Reported Performance: average annual return of 10% over the last 5 years.
  • More Information

Triodos Investment Management
triodos-im.com

  • Managed Funds: ~ $6 billion, with ~75% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: climate fund
  • Investor Access: available to all investors
  • Kinds of Investments: projects & companies promoting environmental sustainability and renewable energy.
  • Investment Regions: Europe and emerging markets.
  • Investment Focus: renewable energy projects and sustainable enterprises in Europe and emerging markets.
  • Examples of Investments: solar farms in Spain, wind projects in the Netherlands, hydroelectric plants in Rwanda.
  • Estimated Impacts: financed 97 clean energy deals in 2023, totaling over $517 million.
  • Reported Performance: average annual return of 5% over the last 5 years.
  • More Information

Actis Capital
act.is

  • Managed Funds: ~ $15 billion, with ~75% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: sustainable infrastructure
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: energy infrastructure, renewable energy projects, and sustainable real estate developments.
  • Investment Regions: emerging markets
  • Investment Focus: energy infrastructure & renewable energy projects.
  • Examples of Investments: solar power plants in India, wind farms in Brazil, Lekela Power (Africa) – renewable energy projects.
  • Estimated Impacts: significant contributions to renewable energy capacity and sustainable infrastructure in emerging markets.
  • Reported Performance: average annual return of 9% over the last 5 years.
  • More Information

BlueOrchard Finance
blueorchard.com

  • Managed Funds: ~ $4.5 billion, with ~75% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: microfinance institutions and climate insurance solutions.
  • Investment Regions: emerging markets
  • Investment Focus: microfinance institutions and projects enhancing climate resilience.
  • Examples of Investments: InsuResilience Investment Fund II, renewable energy projects in Africa, sustainable agriculture in Asia
  • Estimated Impacts: improved access to clean energy for over 2 million people in 2023.
  • Reported Performance: average annual return of 6% over the last 5 years.
  • More Information

FMO Investment Management
fmo-im.nl

  • Managed Funds: ~ $1.5 billion, with ~75% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: sustainability investments
  • Investor Access: available to institutional investors
  • Kinds of Investments: sustainable development & renewable energy projects.
  • Investment Regions: emerging markets
  • Investment Focus: projects & companies in developing countries focusing on sustainable development & renewable energy.
  • Examples of Investments: solar power projects in Africa, wind energy in Asia, sustainable agriculture in Latin America.
  • Estimated Impacts: significant contributions to renewable energy capacity and environmental sustainability in emerging markets.
  • Reported Performance: average annual return of 7% over the last 5 years.
  • More Information

Apollo Impact Mission Fund
apollo.com

  • Managed Funds: ~ $1 billion, with ~60% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: impact investing
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: companies providing scalable solutions to environmental and social challenges, including climate change.
  • Investment Regions: global.
  • Investment Focus: companies offering scalable solutions to environmental and social challenges, including climate change.
  • Examples of Investments: renewable energy companies, sustainable agriculture enterprises, waste reduction technologies.
  • Estimated Impacts: aims to generate positive, measurable social and environmental impact alongside financial returns.
  • Reported Performance: fund launched in 2022; performance data not yet available.
  • More Information

Vital Capital
vital-capital.com

  • Managed Funds: ~ $350 million, with ~60% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: sustainable infrastructure
  • Investor Access: available only to institutional investors
  • Kinds of Investments: projects addressing food, water, healthcare, and sustainable infrastructure.
  • Investment Regions: emerging markets
  • Investment Focus: projects addressing food, water, healthcare, and sustainable infrastructure.
  • Examples of Investments: Vital Tomosis Dairy, Luanda Medical Center, Kora Housing.
  • Estimated Impacts: transforming lives by turning critical challenges into high-return opportunities.
  • Reported Performance: average annual return of 8% over the last 5 years.
  • More Information

Energy Capital Partners
ecpgp.com

  • Managed Funds: ~ $19 billion, with ~50% directed into eco/climate investments.
  • Type of Investment: Private Equity Fund
  • Specialized Type: energy transition infrastructure
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: power generation, renewable energy, energy storage, and environmental infrastructure.
  • Investment Regions: North America.
  • Investment Focus: power generation, renewable energy, energy storage, and environmental infrastructure.
  • Examples of Investments: utility-scale solar farms, battery storage facilities.
  • Estimated Impacts: contributing to the decarbonization of North America's energy sector.
  • Reported Performance: average annual return of 12% over the last 5 years.
  • More Information

Environmental
Venture Capital Funds

Breakthrough Energy Ventures
breakthroughenergy.org

  • Managed Funds: ~ $3.5 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: clean technology
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: companies developing technologies to eliminate greenhouse gas emissions.
  • Investment Regions: global.
  • Investment Focus: innovative companies across sectors like agriculture, buildings, electricity, manufacturing, and transportation to achieve net-zero emissions by 2050.
  • Examples of Investments: Commonwealth Fusion Systems (developing fusion energy); QuantumScape (solid-state lithium-metal batteries); grid-scale energy storage.
  • Estimated Impacts: accelerating the deployment of critical climate solutions to reduce global emissions.
  • More Information

Amazon Climate Pledge Fund
fund.theclimatepledge.com

  • Managed Funds: ~ $2 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: corporate ventures
  • Investor Access: available only to selected companies
  • Kinds of Investments: companies developing sustainable and decarbonizing.
  • Investment Regions: global.
  • Investment Focus: companies developing sustainable technologies to reach net-zero carbon emissions by 2040.
  • Examples of Investments: Rivian (electric vehicles), CarbonCure Technologies (low-carbon concrete production), ZeroAvia (hydrogen-electric aviation).
  • Estimated Impacts: advancing decarbonization across various industries.
  • More Information

Fifth Wall Climate Tech Fund
fifthwall.com

  • Managed Funds: ~ $500 million, with 100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: decarbonization & energy efficiency
  • Investor Access: available only to institutions and large investors
  • Kinds of Investments: decarbonizing real estate, renewable energy & storage.
  • Investment Regions: global.
  • Investment Focus: technologies and companies focused on decarbonizing the real estate industry.
  • Examples of Investments: software for energy efficiency, hardware for renewable energy integration, carbon sequestration technologies.
  • Estimated Impacts: aims to significantly reduce carbon emissions in the real estate sector through strategic investments.
  • Reported Performance: fund launched in 2022; performance data not yet available.
  • More Information

European Circular Bioeconomy Fund (ECBF) ecbf.vc

  • Managed Funds: ~ $370 million, with ~100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: circular bioeconomy
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: growth-stage companies in the European bioeconomy sector.
  • Investment Regions: Europe.
  • Investment Focus: innovative companies transitioning from a fossil-based to a bio-based circular economy.
  • Examples of Investments: companies developing bio-based chemicals, materials, and sustainable agricultural solutions.
  • Estimated Impacts: accelerating the shift towards a sustainable future and contributing to the European Green Deal goals.
  • More Information

2150
2150.vc

  • Managed Funds: ~ $310 million (2021), with 100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: urban sustainability tech
  • Investor Access: available to institutional investors
  • Kinds of Investments: companies developing sustainable technologies in the built environment sector.
  • Investment Regions: Europe and North America.
  • Investment Focus: companies developing sustainable technologies in the built environment sector.
  • Examples of Investments: CarbonCure Technologies (carbon reduction in concrete); Normative (carbon accounting software), smart city technologies, and sustainable urban infrastructure.
  • Estimated Impacts: advancing sustainability in urban development through innovative technologies.
  • Reported Performance: fund launched in 2021; performance data not yet available.
  • More Information

Una Terra
unaterra.vc

  • Managed Funds: ~ €300 million, with 100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Investment Specialty: circular economy transition
  • Investor Access: available only to institutional investors
  • Kinds of Investments: European and American startups addressing climate change and biodiversity loss.
  • Investment Regions: Europe and N. America.
  • Investment Focus: startups addressing climate change and biodiversity loss in Europe and North America.
  • Examples of Investments: companies focused on circular economy solutions, sustainable technologies, and nature-based innovations.
  • Estimated Impacts: fostering solutions to climate change and biodiversity loss through strategic investments.
  • Reported Performance: fund launched in 2021; performance data not yet available.
  • More Information

Clean Energy Ventures
cleanenergyventures.com

  • Managed Funds: ~ $110 million, with 100% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: clean technology
  • Investor Access: available only to institutions & private investment firms
  • Kinds of Investments: early-stage climate tech startups mitigating greenhouse gas emissions.
  • Investment Regions: United States.
  • Investment Focus: startups with technologies that can significantly reduce greenhouse gas emissions.
  • Examples of Investments: companies developing advanced materials, energy storage solutions, and sustainable agriculture technologies.
  • Estimated Impacts: mitigating climate change through innovative clean energy solutions.
  • More Information

Aera VC
aera.vc

  • Managed Funds: ~ $30 million, with 100% directed into sustainabile climate tech.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: climate tech
  • Investor Access: available only to institutions & large investors
  • Kinds of Investments: companies developing deep tech solutions to reverse climate change.
  • Investment Regions: globally, with a focus on climate and frontier markets.
  • Investment Focus: deep tech ventures accelerating sustainability worldwide.
  • Examples of Investments: Solugen (USA), Twelve (USA), Shiok Meats (Singapore).
  • Estimated Impacts: supported technologies aiming to reduce global carbon emissions.
  • Reported Performance: average annual return of 15% over the last 5 years.
  • More Information

Katapult Ocean
katapult.vc

  • Managed Funds: ~ $30 million, with 100% directed into ocean impact investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: ocean tech startups
  • Investor Access: available to qualified investors
  • Kinds of Investments: startups innovating in ocean-related sectors like food, transport, energy, and circular resources.
  • Investment Regions: primarily Europe and North America.
  • Investment Focus: early-stage ocean tech startups with positive environmental impact.
  • Examples of Investments: Ocean Rainforest (Faroe Islands), Matter. (UK), Triton Anchor (Greece).
  • Estimated Impacts: supported innovations enhancing ocean sustainability.
  • Reported Performance: average annual return of 10% over the last 3 years.
  • More Information

3x5 Partners
3x5partners.com

  • Managed Funds: ~ $500 million, with ~60% directed into eco/climate investments.
  • Type of Investment: Venture Capital Fund
  • Specialized Type: climate solutions & healthcare
  • Investor Access: available to institutional and accredited investors
  • Kinds of Investments: global healthcare, climate solutions, clean technology and sustainable resource mgmt.
  • Investment Regions: primarily N. America.
  • Investment Focus: global healthcare and climate solutions, including clean technology.
  • Examples of Investments: renewable energy startups, sustainable water management technologies, energy efficienct materials.
  • Estimated Impacts: aims to address climate change through innovative technologies.
  • Reported Performance: 8.0% average 5 yr annual return
  • More Information

Environmental
index-tracking ETFs
(Exchange-traded Funds)

iShares Global Clean Energy ETF
(ICLN) ishares.com

  • Market Value: ~ $5.5 billion (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean energy equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: solar, wind, and other renewable energy sources.
  • Top Holdings: Enphase Energy Inc., Vestas Wind Systems A/S, Orsted A/S, Plug Power Inc.
  • Total Holdings: 100
  • 3-year History: High $25.80; Low $10.50
    1-year History: High $22.30; Low $15.20
  • Dividend: ~ 1.20% annually
  • Management Fee: 0.42% annually

Invesco Solar ETF
(TAN) invesco.com

  • Market Value: ~ $2 billion (Dec 2024)
  • Investment Type: index-tracking ETF
  • Investment Focus: solar equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: solar energy production and related technologies.
  • Top Holdings: Nextracker Inc., Enphase Energy Inc., First Solar Inc., GCL Technology Holdings Ltd.
  • Total Holdings: 34
  • 3-year History: High $101.58; Low $54.29
    1-year History: High $82.17; Low $59.43
  • Dividend: ~ 0.48% annually
  • Management Fee: 0.67% annually

KraneShares Global Carbon Strategy
ETF (KRBN) kraneshares.com

  • Market Value: ~ $1.5 billion (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: global carbon credit futures
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: 'carbon credit futures' contracts from cap-and-trade programs
  • Top Holdings: European Union Allowance Futures, California Carbon Allowance Futures, Regional Greenhouse Gas Initiative Futures.
  • Total Holdings: 3
  • 3-year History: High $50.00; Low $20.00
    1-year History: High $40.00; Low $25.00
  • Dividend: ~ 0.40% annually
  • Management Fee: 0.78% annually

Invesco WilderHill Clean Energy ETF
(PBW) invesco.com

  • Market Value: ~ $1.5 billion (Dec 2024)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean energy equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: advancing cleaner energy and conservation technologies.
  • Top Holdings: Amprius Technologies Inc., Nextracker Inc., MP Materials Corp., Array Technologies Inc.
  • Total Holdings: 71
  • 3-year History: High $101.58; Low $54.29
    1-year History: High $82.17; Low $59.43
  • Dividend: ~ 0.49% annually
  • Management Fee: 0.70% annually

VanEck Low Carbon Energy ETF
(SMOG) vaneck.com

  • Market Value: ~ $300 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: low carbon energy companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: renewable energy sectors such as wind, solar, hydro, hydrogen, and related technologies.
  • Top Holdings: NextEra Energy Inc (8.06%), Tesla Inc (7.93%), Iberdrola SA (7.45%).
  • Total Holdings: 63
  • 3-year History: High $113.58; Low $91.49
    1-year History: High $113.58; Low $91.49
  • Dividend: ~1.21% annually
  • Management Fee: 0.65% annually

SPDR S&P Kensho Clean Power ETF
(CNRG) ssga.com

  • Market Value: ~ $154 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean power equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: solar, wind, hydro, and geothermal energy.
  • Top Holdings: Nextracker Inc., Enphase Energy Inc., First Solar Inc., GCL Technology Holdings Ltd.
  • Total Holdings: 41
  • 3-year History: High $69.07; Low $56.02
    1-year History: High $69.07; Low $56.02
  • Dividend: ~ 0.58% annually
  • Management Fee: 0.45% annually

ALPS Clean Energy ETF
(ACES) alpsfunds.com

  • Market Value: ~ $108 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean energy equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. and Canadian companies in renewables and clean technology.
  • Top Holdings: Enphase Energy Inc., First Solar Inc., Plug Power Inc., Brookfield Renewable Partners LP.
  • Total Holdings: 79
  • 3-year History: High $75.00; Low $25.00
    1-year History: High $30.00; Low $20.00
  • Dividend: ~ 1.14% annually
  • Management Fee: 0.55% annually

VanEck Low Carbon Energy ETF
(SMOG) vaneck.com

  • Market Value: ~ $300 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: low carbon energy companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: renewable energy sectors such as wind, solar, hydro, hydrogen, and related technologies.
  • Top Holdings: Tesla Inc – 8%; NextEra Energy Inc – 8%; Iberdrola SA – 7%
  • Total Holdings: 62
  • 3-year History: High $120.00; Low $90.00
    1-year History: High $110.00; Low $95.00
  • Dividend: [Data not available]
  • Management Fee: 0.65% annually

Global X Renewable Energy Producers ETF (RNRG) globalxetfs.com

  • Market Value: ~ $27 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: renewable energy producers
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: companies that produce renewable energy, such as wind, solar, hydroelectric, geothermal, and biofuels.
  • Top Holdings: PT Barito Renewables Energy Tbk (7.81%), Verbund AG (6.47%), Meridian Energy Ltd (6.06%).
  • Total Holdings: 39
  • 3-year History: High $10.50; Low $7.50
    1-year History: High $9.00; Low $8.00
  • Dividend: ~1.51% annually
  • Management Fee: 0.65% annually

Fidelity Clean Energy ETF
(FRNW) fidelity.com

  • Market Value: ~ $24 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean energy companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: companies that produce renewable energy, such as solar, wind, and other clean energies.
  • Top Holdings: GE Vernova Inc (5.19%), Vestas Wind Systems A/S (4.58%), First Solar, Inc (3.97%).
  • Total Holdings: 51
  • 3-year History: High $15.00; Low $12.00
    1-year History: High $14.50; Low $13.00
  • Dividend: ~1.44% annually
  • Management Fee: 0.40% annually

KraneShares MSCI China Clean Technology Index ETF (KGRN)

  • Market Value: ~ $24 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: Chinese clean technology companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: alternative energy, sustainable water, pollution prevention, and energy efficiency within China.
  • Top Holdings: XPeng Inc-A Shrs (10.62%), Li Auto Inc-Class A (9.78%), BYD Co Ltd-H (9.06%).
  • Total Holdings: 48
  • 3-year History: High $30.00; Low $20.00
    1-year History: High $28.00; Low $22.00
  • Dividend: ~1.43% annually
  • Management Fee: 0.78% annually

Global X Hydrogen ETF
(HYDR) globalxetfs.com

  • Market Value: ~ $22 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: hydrogen-focused companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: the development and production of hydrogen-based energy sources and related technologies.
  • Top Holdings: Bloom Energy Corp Class A (20.88%), Plug Power Inc (12.64%), Doosan Fuel Cell Co Ltd (8.94%).
  • Total Holdings: 28
  • 3-year History: High $25.00; Low $18.00
    1-year History: High $23.00; Low $20.00
  • Dividend: ~1.50% annually
  • Management Fee: 0.50% annually

Virtus Duff & Phelps Clean Energy ETF (VCLN) virtus.com

  • Market Value: ~ $17 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: global clean energy companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: the production of clean energy from renewable sources such as solar, wind, and hydroelectric power.
  • Top Holdings: First Solar Inc (7.90%), SSE PLC (6.06%), Iberdrola SA (5.99%).
  • Total Holdings: 45
  • 3-year History: High $22.00; Low $16.00
    1-year History: High $20.00; Low $17.00
  • Dividend: ~2.00% annually
  • Management Fee: 0.55% annually

Invesco MSCI Green Building ETF (GBLD) invesco.com

  • Market Value: ~ $6.5 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: green building companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: the design, construction, redevelopment, or acquisition of green-certified properties.
  • Top Holdings: Daiwa House Industry – 7%; Alexandria Real Estate Equities – 6%; BXP Inc – 4%
  • Total Holdings: 95
  • 3-year History: High $18.00; Low $15.00
    1-year History: High $17.00; Low $16.00
  • Dividend: ~5.20% annually
  • Management Fee: 0.39% annually

Global X Solar ETF
(RAYS) globalxetfs.com

  • Market Value: ~ $6 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: solar energy companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: solar power development, manufacturing & production.
  • Top Holdings: Enphase Energy Inc (11.14%), First Solar Inc (9.88%), Ningbo Deye Technology Co Ltd Class A (9.19%).
  • Total Holdings: 45
  • 3-year History: High $15.00; Low $8.50
    1-year History: High $10.50; Low $9.00
  • Dividend: ~0.74% annually
  • Management Fee: 0.50% annually

Global X Solar ETF
(RAYS) globalxetfs.com

  • Market Value: ~ $5.7 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: solar energy equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: solar power production and related technologies.
  • Top Holdings: Enphase Energy Inc., SolarEdge Technologies Inc., First Solar Inc., Sunrun Inc.
  • Total Holdings: 45
  • 3-year History: High $15.00; Low $8.00
    1-year History: High $10.00; Low $7.00
  • Dividend: ~ 0.72% annually
  • Management Fee: 0.50% annually

Global X Wind Energy ETF
(WNDY) globalxetfs.com

  • Market Value: ~ $1.5 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: wind energy companies
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: integrated wind energy technology and turbines.
  • Top Holdings: [Data not available]
  • Total Holdings: 25
  • 3-year History: High $12.00; Low $9.00
    1-year History: High $10.50; Low $9.50
  • Dividend: ~1.28% annually
  • Management Fee: 0.51% annually

Invesco Water Resources ETF
(PHO) invesco.com

  • Market Value: ~ $1.8 billion (Dec 2024)
  • Investment Type: index-tracking ETF
  • Investment Focus: water resource equities
  • Ecological & Climate dedication: ~95%
  • Investor Access: available to all investors
  • Kinds of Investments: companies focused on water conservation and purification products.
  • Top Holdings: Ecolab Inc., Roper Technologies Inc., Ferguson PLC, Veralto Corporation.
  • Total Holdings: 38
  • 3-year History: High $60.00; Low $40.00
    1-year History: High $55.00; Low $45.00
  • Dividend: ~ 0.50% annually
  • Management Fee: 0.60% annually

First Trust Global Wind Energy ETF
(FAN) ftportfolios.com

  • Market Value: ~ $500 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: global wind energy equities
  • Ecological & Climate dedication: ~95%
  • Investor Access: available to all investors
  • Kinds of Investments: the wind energy industry, including manufacturers, developers, and operators.
  • Top Holdings: Ørsted A/S, Vestas Wind Systems A/S, EDP Renováveis SA, Northland Power Inc.
  • Total Holdings: 54
  • 3-year History: High $18.75; Low $13.50
    1-year History: High $16.20; Low $14.00
  • Dividend: ~1.53% annually
  • Management Fee: 0.60% annually

Invesco MSCI Sustainable Future ETF
(ERTH) invesco.com

  • Market Value: ~ $245 million (Jan 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: companies contributing to environmental sustainability
  • Ecological & Climate dedication: ~95%
  • Investor Access: available to all investors
  • Kinds of Investments: alternative energy, energy efficiency, green building, sustainable water and sustainable agriculture.
  • Top Holdings: Tesla Inc., NVIDIA Corp.
  • Total Holdings: 142
  • 3-year History: High $60.00; Low $35.00
    1-year History: High $45.00; Low $38.00
  • Dividend: ~1.19% annually
  • Management Fee: 0.50% annually

Invesco MSCI Global Climate 500 ETF
(KLMT) invesco.com

  • Market Value: ~ $110 million (Dec 2024)
  • Investment Type: index-tracking ETF
  • Investment Focus: global equities with favorable environmental and climate criteria
  • Ecological & Climate dedication: ~95%
  • Investor Access: available to all investors
  • Kinds of Investments: large & mid-cap companies that are environmental and climate-solving.
  • Top Holdings: Apple Inc., NVIDIA Corp., Microsoft Corp., Amazon.com Inc., Meta Platforms Inc.
  • Total Holdings: approximately 500
  • 3-year History: [Data not available]
    1-year History: High $27.00; Low $24.00
  • Dividend: [Data not available]
  • Management Fee: 0.12% annually

First Trust Nasdaq Clean Edge Green Energy Index Fund (QCLN)

  • Market Value: ~ $1.5 billion (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean energy and green transportation equities
  • Ecological & Climate dedication: ~90%
  • Investor Access: available to all investors
  • Kinds of Investments: companies engaged in clean energy and green transportation sectors.
  • Top Holdings: Tesla, Inc., Enphase Energy, Inc., Albemarle Corporation, ON Semiconductor Corporation.
  • Total Holdings: 50
  • 3-year History: High $45.00; Low $25.50
    1-year History: High $38.70; Low $30.20
  • Dividend: ~0.50% annually
  • Management Fee: 0.60% annually

ProShares S&P Kensho Cleantech ETF
(CTEX) proshares.com

  • Market Value: ~ $10 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: clean technology
  • Ecological & Climate dedication: ~90%
  • Investor Access: available to all investors
  • Kinds of Investments: clean technology sectors, including renewable energy, energy efficiency, and sustainable resources.
  • 3-year History: High $25.00; Low $18.00
    1-year History: High $22.00; Low $20.00
  • Dividend: [Data not available]
  • Management Fee: 0.58% annually

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
(GRID) ftportfolios.com

  • Market Value: ~ $2.1 billion (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: smart grid infrastructure
  • Ecological & Climate dedication: ~85%
  • Investor Access: available to all investors
  • Kinds of Investments: electric smart grid infrastructure and energy storage.
  • Top Holdings: Schneider Electric SE, ABB Ltd, National Grid Plc, Johnson Controls International Plc.
  • Total Holdings: 102
  • 3-year History: High $130.50; Low $95.20
    1-year History: High $125.00; Low $110.30
  • Dividend: ~1.20% annually
  • Management Fee: 0.70% annually

iShares MSCI ACWI Low Carbon Target ETF (CRBN) ishares.com

  • Market Value: ~ $1.2 billion (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: low carbon equities
  • Ecological & Climate dedication: ~85%
  • Investor Access: available to all investors
  • Kinds of Investments: large and mid-cap companies with reduced carbon exposure.
  • Top Holdings: Apple Inc., Microsoft Corp., Amazon.com Inc., Tesla Inc.
  • Total Holdings: 1,500
  • 3-year History: High $210.00; Low $180.00
    1-year History: High $205.00; Low $190.00
  • Dividend: ~ 1.50% annually
  • Management Fee: 0.20% annually

SPDR MSCI ACWI Low Carbon Target ETF (LOWC) ssga.com

  • Market Value: ~ $135 million (Feb 2025)
  • Investment Type: index-tracking ETF
  • Investment Focus: low carbon equities
  • Ecological & Climate dedication: ~85%
  • Investor Access: available to all investors
  • Kinds of Investments: large and mid-cap companies with reduced carbon exposure.
  • Top Holdings: Apple Inc., Microsoft Corp., Amazon.com Inc., Tesla Inc.
  • Total Holdings: 1,648
  • 3-year History: High $133.66; Low $115.10
    1-year History: High $133.66; Low $115.10
  • Dividend: ~ 1.47% annually
  • Management Fee: 0.20% annually

ESG index-tracking ETFs

iShares ESG Aware MSCI USA ETF
(ESGU) ishares.com

  • Market Value: ~ $13 billion (Feb 2025)
  • Investment Type: ESG-index ETF
  • Investment Focus: U.S. large- and mid-cap stocks with ESG criteria
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. companies with positive ESG characteristics.
  • Top Holdings: Apple Inc (6.74%), NVIDIA Corp (6.48%), Microsoft Corp (5.80%).
  • Total Holdings: 500+
  • 3-year History: High $134.28; Low $108.69
    1-year History: High $134.28; Low $108.69
  • Dividend: ~1.20% annually
  • Management Fee: 0.15% annually

iShares ESG Aware MSCI EAFE ETF
(ESGD) ishares.com

  • Market Value: ~ $8.7 billion (Feb 2025)
  • Investment Type: ESG-index ETF
  • Investment Focus: developed market stocks with ESG criteria
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: Large & mid-cap stocks with favorable ESG ratings.
  • Top Holdings: Nestle SA, ASML Holding NV, Roche Holding AG.
  • Total Holdings: 500+
  • 3-year History: High $84.87; Low $74.31
    1-year History: High $84.87; Low $74.31
  • Dividend: ~2.50% annually
  • Management Fee: 0.21% annually

iShares MSCI USA ESG Select ETF
(SUSA) ishares.com

  • Market Value: ~ $5.5 billion (Feb 2025)
  • Investment Type: ESG-index ETF
  • Investment Focus: U.S. stocks with high ESG performance
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. companies with high ESG performance relative to their sector.
  • Top Holdings: Microsoft Corp, Alphabet Inc, NVIDIA Corp.
  • Total Holdings: 150+
  • 3-year History: High $125.00; Low $110.00
    1-year History: High $125.00; Low $110.00
  • Dividend: ~1.20% annually
  • Management Fee: 0.25% annually

iShares ESG Aware MSCI EM ETF
(ESGE) ishares.com

  • Market Value: ~ $5.5 billion ((Feb 2025)
  • Investment Type: ESG-index ETF
  • Investment Focus: emerging market stocks with ESG criteria
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: Large & mid-cap emerging market companies with positive ESG.
  • Top Holdings: Taiwan Semiconductor Manufacturing Co Ltd (11.70%), Tencent Holdings Ltd (3.74%), Samsung Electronics Co Ltd (2.52%).
  • Total Holdings: 500+
  • 3-year History: High $37.48; Low $31.11
    1-year History: High $37.48; Low $31.11
  • Dividend: ~1.50% annually
  • Management Fee: 0.26% annually

Nuveen ESG Large-Cap Growth ETF
(NULG) nuveen.com

  • Market Value: ~ $1.5 billion (Feb 2025)
  • Investment Type: ESG-index ETF
  • Investment Focus: U.S. large-cap growth stocks with ESG criteria
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. large-cap growth companies that meet ESG criteria.
  • Top Holdings: NVIDIA Corp (13.75%), Microsoft Corp, Alphabet Inc.
  • Total Holdings: 76
  • 3-year History: High $90.90; Low $68.60
    1-year History: High $90.90; Low $68.60
  • Dividend: ~0.16% annually
  • Management Fee: 0.26% annually

Xtrackers MSCI USA ESG Leaders ETF (USSG) etf.dws.com

  • Market Value: ~ $1.2 billion (Feb 2025)
  • Investment Type: ESG-index ETF
  • Investment Focus: U.S. stocks with high ESG performance
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. companies with high ESG performance relative to their sector.
  • Top Holdings: Apple Inc, Microsoft Corp, Amazon.com Inc.
  • Total Holdings: 300+
  • 3-year History: High $55.15; Low $45.00
    1-year History: High $55.15; Low $45.00
  • Dividend: ~1.50% annually
  • Management Fee: 0.10% annually

Bond-index ETFs

iShares USD Green Bond ETF
(BGRN) ishares.com

  • Market Value: ~ $500 million (Feb 2025)
  • Investment Type: Bond-index ETF
  • Investment Focus: USD-denominated investment-grade green bonds
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: USD-denominated investment-grade green bonds issued to fund environmental projects.
  • Top Holdings: European Investment Bank 1.63% 05/13/31, Kreditanstalt für Wiederaufbau 1% 10/01/26.
  • Total Holdings: 400
  • 3-year History: High $48.34; Low $45.74
    1-year History: High $47.50; Low $46.00
  • Dividend: ~2.00% annually
  • Management Fee: 0.20% annually

VanEck Green Bond ETF
(GRNB) vaneck.com

  • Market Value: ~ $120 million (Feb 2025)
  • Investment Type: Bond-index ETF
  • Investment Focus: USD-denominated green bonds
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: USD-denominated green bonds issued to finance environmentally friendly projects.
  • Top Holdings: European Investment Bank 3.75% 02/14/2033, European Investment Bank 4.375% 10/10/2031, Kreditanstalt für Wiederaufbau 1% 10/01/2026.
  • Total Holdings: 432
  • 3-year History: High $25.00; Low $22.00
    1-year History: High $24.50; Low $23.00
  • Dividend: ~5.10% annually
  • Management Fee: 0.20% annually

Xtrackers USD Corporate Green Bond UCITS ETF etf.dws.com

  • Market Value: ~ €14 million (Feb 2025)
  • Investment Type: Bond-index ETF
  • Investment Focus: USD-denominated corporate and agency green bonds
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: USD-denominated green bonds issued by corporations and government agencies worldwide.
  • Top Holdings: US46647PDW32 (1.30%), US345370DA55 (1.25%), XS2585987683 (1.08%).
  • Total Holdings: 262
  • 3-year History: High €105.00; Low €95.00
    1-year History: High €102.00; Low €98.00
  • Dividend: Accumulating (reinvested)
  • Management Fee: 0.25% annually

Nuveen ESG U.S. Aggregate Bond ETF
(NUBD) nuveen.com

  • Market Value: ~ $300 million (Feb 2025)
  • Investment Type: Bond-index ETF
  • Investment Focus: U.S. bonds showing positive ESG impact
  • Ecological & Climate dedication: ~60%
  • Investor Access: available to all investors
  • Kinds of Investments: U.S. investment-grade bonds screened for ESG factors.
  • Top Holdings: U.S. Treasury Bonds, Federal National Mortgage Association (FNMA) securities.
  • Total Holdings: 2,500
  • 3-year History: High $22.50; Low $20.00
    1-year History: High $21.80; Low $21.00
  • Dividend: ~2.50% annually
  • Management Fee: 0.15% annually

Actively-managed ETFs

ETFs choosing their own sector stock investments
rather than following one selected index

RobecoSAM Global Sustainable Impact Equities ETF robeco.com

  • Market Value: ~ $250 million (Feb 2025)
  • Investment Type: actively-managed ETF
  • Investment Focus: sustainable impact equities
  • Ecological & Climate dedication: ~100%
  • Investor Access: available to all investors
  • Kinds of Investments: companies aligned with the UN Sustainable Development Goals, with a focus on climate solutions.
  • Top Holdings: Orsted – 6%; Vestas Wind Systems – 5%; Schneider Electric – 5%
  • Total Holdings: 45
  • 3-year History: High $35.00; Low $22.50
    1-year History: High $30.20; Low $25.10
  • Dividend: ~2.50% annually
  • Management Fee: 0.65% annually

Engine No.1 Transform Climate ETF
(NETZ) engine1.com

  • Market Value: ~ $600 million (Feb 2025)
  • Investment Type: actively-managed ETF
  • Investment Focus: companies driving energy transition
  • Ecological & Climate dedication: ~95%
  • Investor Access: available to all investors
  • Kinds of Investments: companies focused on decarbonization and sustainable industrial transformation.
  • Top Holdings: General Motors – 6%; John Deere – 5%; Occidental Petroleum – 4%
  • Total Holdings: 40
  • 3-year History: High $30.50; Low $15.20
    1-year History: High $28.00; Low $18.50
  • Dividend: ~1.50% annually
  • Management Fee: 0.75% annually

JPMorgan Climate Change Solutions ETF (TEMP) jpmorgan.com

  • Market Value: ~ $14 million (Jan 2025)
  • Investment Type: actively-managed ETF
  • Investment Focus: climate solutions
  • Ecological & Climate dedication: ~95%
  • Investor Access: available to all investors
  • Kinds of Investments: sustainable transportation, construction, food and water, renewable energy, recycling, and re-use.
  • Top Holdings: SSE PLC – 3.3%; NextEra Energy Inc – 2.75%; Siemens AG – 1.62%
  • Total Holdings: [Data not available]
  • 3-year History: High $50.00; Low $35.00
    1-year History: High $48.00; Low $40.00
  • Dividend: [Data not available]
  • Management Fee: 0.75% annually

Neuberger Berman Carbon Transition & Infrastructure ETF (NBCT)

  • Market Value: ~ $13 million (Feb 2025)
  • Investment Type: actively-managed ETF
  • Investment Focus: energy transition and low-carbon infrastructure
  • Ecological & Climate dedication: ~90%
  • Investor Access: available to all investors
  • Kinds of Investments: low-carbon energy infrastructure and utilities
  • Top Holdings: Nextera Energy – 8%; Brookfield Renewable – 7%; Constellation Energy – 6%
  • Total Holdings: 30
  • 3-year History: High $28.40; Low $21.90
    1-year History: High $27.30; Low $22.50
  • Dividend: ~3.29% annually
  • Management Fee: 0.55% annually

What are Investment Bonds?

Bonds are 'fixed-income debt securities' which raise pooled capital to help fund selected projects and businesses.

Bonds represent an agreement where an investor (the bondholder) lends money (capital) to a bond issuer for a specified period, and the bond issuer legally agrees to repay the original amount of investment plus an agreed fixed-interest rate at predetermined intervals. Thus, a bond can be regarded as a debt obligation.

Bonds are essentially loans, and a bondholder is essentially a lender (or creditor). The issuer (a company, government, or fund) borrows money from a private or institutional investor by selling them bonds, which act as legal obligations (called promissory notes) to repay the loaned amount (called the principal) by a specific maturity date, along with a guaranteed percentage of interest (called the coupon rate) paid at regular intervals.

Owning bonds is different from owning equities (such as stocks, equity ETFs, and equity mutual funds) – where investors share in ownership (equity), profits and risks.

Most bonds are general-obligation bonds, especially those issued by governments, municipalities, or large corporations. These are backed by the issuer’s overall credit or assets, rather than backed by specific project revenues. Some bonds are project-specific bonds, such as revenue bonds or asset-backed bonds, where repayment comes from the project's own revenues.

All bonds are issued in large denominations (~$100K/unit) and primarily purchased by institutional and large investors, though some bonds are retail-accessible (for smaller purchases) through brokerages, mutual funds, or secondary markets.

What are Green Bonds?

Green Bonds is a broad term for bonds that finance environmental and climate projects – such as clean energy and transportation, sustainable infrastructure, low-carbon industry, clean water systems, natural resource conservation, and regenerative agriculture.

Specific types (or distinctive names) of green bonds include
climate bonds, blue bonds, and biodiversity-conservation bonds.

Environmental
Green Bonds
available to all Investors

European Investment Bank
Climate Awareness Bonds eib.org

  • Managed Funds: ~ €100 billion issued, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: supranational
  • Investor Access: available to all investors through investment brokerage platforms.
  • Kinds of Investments: renewable energy and energy efficiency projects.
  • Investment Regions: globally diversified.
  • Investment Focus: projects that mitigate climate change.
  • Examples of Investments: wind farms, solar power installations, and building insulation.
  • Coupon rate: varies; ~1.5%–2.5%
  • Maturity period: varies; typically 5–10 years
  • Credit rating: AAA (S&P)
  • More Information

World Bank Green Bonds
worldbank.org

  • Managed Funds: ~ $20 billion issued, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: supranational-issued bond
  • Investor Access: available to all investors through investment brokerage platforms.
  • Kinds of Investments: projects that mitigate climate change or help adaptation efforts.
  • Investment Regions: globally diversified.
  • Investment Focus: projects that reduce greenhouse gas emissions and enhance climate resilience.
  • Examples of Investments: renewable energy installations, energy efficiency improvements, and climate-resilient infrastructure projects.
  • Coupon rate: varies by issuance; recent bonds ~1.5%–2.5% (as of Dec 2024)
  • Maturity period: varies; typically 5–10 years
  • Credit rating: AAA (S&P); Aaa (Moody's)
  • More Information

New York MTA Green Bonds
new.mta.info

  • Managed Funds: ~ $11 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Municipal Green Bond
  • Specialized Type: public electrified rail
  • Investor Access: available to all investors
  • Minimum Purchase: $5,000
  • Kinds of Investments: electrified rail assets and supporting infrastructure.
  • Investment Regions: New York City area
  • Investment Focus: Enhancing sustainable public transportation systems.
  • Examples of Investments: Upgrading subway lines, purchasing electric buses.
  • Coupon Rate: 4.25% (Jun 2025)
  • Maturity Period: 20 yrs (maturing Jun 2045)
  • Est. Yield: ~4.7% annually
  • Credit rating: AA (Fitch)
  • More Information

International Finance Corporation Green Bonds ifc.org

  • Managed Funds: ~ $10 billion issued, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bonds
  • Specialized Type: development finance institution-issued bonds
  • Investor Access: available to all investors through investment brokerage platforms.
  • Kinds of Investments: private sector projects that address climate change.
  • Investment Regions: emerging markets
  • Investment Focus: renewable energy, energy efficiency, and other climate-related projects.
  • Examples of Investments: solar and wind power installations, energy-efficient manufacturing, and sustainable agriculture projects.
  • Coupon rate: varies by issuance; recent bonds ~1.5%–2.5% (as of Dec 2024)
  • Maturity period: varies; typically 5–10 years
  • Credit rating: AAA (S&P); Aaa (Moody's)
  • More Information

Apple Green Bonds
apple.com

  • Market Value: ~ $4.7 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Corporate Green Bonds
  • Specialized Type: corporate-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $100,000 – $250,000
  • Kinds of Investments: funding clean energy, sustainable materials, and carbon reduction.
  • Investment Regions: global.
  • Investment Focus: environmental sustainability through innovative green technology investments.
  • Examples of Investments: renewable energy for Apple’s supply chain, recycled aluminum production, & carbon reduction R&D.
  • Coupon Rate: 4.5% (Apr 2025)
  • Maturity Period: 10 yrs (maturing Apr 2035)
  • Est. Yield: ~5.0% annually
  • Credit rating: AA+ (S&P)
  • More Information

Toronto-Dominion Bank
Green Bonds td.com

  • Managed Funds: ~ $4 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bonds
  • Specialized Type: corporate-issued
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $250,000
  • Kinds of Investments: renewable energy, energy efficiency, and sustainable resources.
  • Investment Regions: North America
  • Investment Focus: environmental sustainability and a low-carbon economy.
  • Coupon Rate: 4.60% (Aug 2025)
  • Maturity Period: 5 yrs (maturing Aug 2030)
  • Est. Yield: ~5.1% annually
  • More Information

JPMorgan Chase Green Bond
jpmorganchase.com

  • Managed Funds: ~ $1 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: corporate-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $100,000 – $250,000
  • Kinds of Investments: renewable energy, sustainable infrastructure, & energy efficiency.
  • Investment Regions: globally diversified.
  • Investment Focus: clean energy, sustainable real estate, & low-carbon transportation.
  • Examples of Investments: solar & wind power, energy-efficient building retrofits, & EV charging networks.
  • Coupon Rate: 4.75% (issued Jan 2025)
  • Maturity Period: 3 yrs (maturing Jan 2028)
  • Est. Yield: ~5.2% annually
  • Credit rating: A- (S&P)
  • More Information

Masdar Green Bond
masdar.ae

  • Managed Funds: ~ $750 million, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: corporate-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $200,000 – $500,000
  • Kinds of Investments: renewable energy
  • Investment Regions: globally diversified.
  • Investment Focus: expanding renewable energy capacity to mitigate climate change.
  • Examples of Investments: developing solar & wind farms, green hydrogen infrastructure, & clean power grids.
  • Coupon Rate: 5.0% (Feb 2025)
  • Maturity Period: 5 yrs (maturing Feb 2030)
  • Est. Yield: ~5.5% annually
  • Credit rating: A2 (Moody's); A+ (Fitch)
  • More Information

Climate Investment Funds Green Bond
cif.org

  • Managed Funds: ~ $500 million, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: multilateral development
  • Investor Access: available only to institutions & private investment firms.
  • Minimum Purchase: $250,000 – $1 million
  • Kinds of Investments: clean energy, energy efficiency, & climate adaptation.
  • Investment Regions: low-middle income areas.
  • Investment Focus: mobilizing finance for climate action and sustainable development.
  • Examples of Investments: renewable energy, energy efficiency, & sustainable infrastructure.
  • Coupon Rate: 4.85% (Mar 2025)
  • Maturity Period: 7 yrs (maturing Mar 2032)
  • Est. Yield: ~5.3% annually
  • Credit rating: AA+ (Fitch); Aa1 (Moody's)
  • More Information

Brookfield Renewable Series 19 Green Bonds
bep.brookfield.com

  • Market Value: ~ CAD 450 million, with 100% into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: Corporate-issued bond
  • Investor Access: available only to institutional investor.
  • Kinds of Investments: renewable power generation and decarbonization technologies.
  • Investment Regions: global.
  • Investment Focus: renewable power generation and clean energy technologies.
  • Examples of Investments: construction of new solar and wind energy facilities, maintenance of existing hydroelectric facilities, and development of energy storage technologies.
  • Coupon Rate: 4.542% (issued March 2025)
  • Maturity Period: 10.5 years (maturing October 12, 2035)

Greenvolt 2029 Green Bonds
greenvolt.com

  • Market Value: ~ €100 million, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: corporate-issued bond
  • Investor Access: available to all investors but with a minimum investment of €2,500
  • Kinds of Investments: renewable energy infrastructure and solar expansion.
  • Investment Regions: European Union.
  • Investment Focus: expanding renewable energy capacity through large-scale solar and wind projects.
  • Examples of Investments: large-scale solar parks, onshore wind farms, and biomass energy facilities.
  • Coupon rate: 4.65% (issued Dec 2024)
  • Maturity period: 5 years (maturing Feb 2029)
  • Credit rating: not specified
  • More Information

Meridian Energy Green Bonds
meridianenergy.co.nz

  • Managed Funds: ~ $100 million, with 100% directed into eco/climate investments
  • Type of Investment: Green Bond
  • Specialized Type: corporate-issued retail green bond
  • Investor Access: available to all investors in New Zealand.
  • Minimum Purchase: 5,000 NZD
  • Kinds of Investments: renewable energy
  • Investment Regions: New Zealand.
  • Investment Focus: the development and operation of renewable energy assets.
  • Examples of Investments: Wind farms, hydroelectric power stations.
  • Coupon Rate: 5.7% per annum (March 2023 issuance)
  • Maturity Period: 7 years (maturing March 2030)
  • Credit Rating: BBB+ (S&P)
  • More Information

San Francisco Solar Bonds
sfenvironment.org/solar

  • Managed Funds: ~ $100 million, with 100% directed into eco/climate investments.
  • Type of Investment: Municipal Green Bond
  • Specialized Type: Solar Energy Financing
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $5,000 – $50,000
  • Kinds of Investments: energy efficiency and solar installations on public facilities.
  • Investment Regions: San Francisco, USA
  • Investment Focus: promoting renewable energy adoption and reducing greenhouse gas emissions through solar power projects.
  • Coupon Rate: 4.00% (Jul 2025)
  • Maturity Period: 10 yrs (maturing Jul 2035)
  • Est. Yield: ~4.5% annually
  • More Information

SolarShare Community Bonds (Canada)
solarbonds.ca

  • Managed Funds: ~ $80 million, with 100% directed into eco/climate investments.
  • Type of Investment: Community Bonds
  • Specialized Type: solar energy co-operative bonds
  • Investor Access: available to all investors
  • Minimum Purchase: 1,000 CAD
  • Kinds of Investments: solar installations.
  • Investment Regions: Ontario, Canada.
  • Investment Focus: promoting community-owned renewable energy projects to foster local sustainability and energy independence.
  • Coupon Rate: 5.20% (Sep 2025)
  • Maturity Period: 7 yrs (maturing Sep 2032)
  • Est. Yield: ~5.7% annually
  • More Information

RE Royalties Green Bonds
reroyalties.com

  • Managed Funds: ~ $15 million, with 100% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: corporate bonds
  • Investor Access: all Canadian investors
  • Kinds of Investments: renewable energy, energy efficiency, and sustainable infrastructure
  • Investment Regions: global
  • Investment Focus: the renewable energy sector
  • Examples of Investments: Solar parks, wind farms, energy-efficient building projects

Fannie Mae Green Bonds
capitalmarkets.fanniemae.com

  • Managed Funds: ~ $100 billion issued, with ~80% directed into eco/climate investments.
  • Type of Investment: Green Bond
  • Specialized Type: Mortgage-Backed Securities
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $1,000
  • Kinds of Investments: energy-efficient housing.
  • Investment Regions: United States.
  • Investment Focus: Promoting sustainable housing through energy-efficient mortgages.
  • Examples of Investments: ENERGY STAR® certified homes and properties with green building certifications.
  • Coupon Rate: 3.75% (May 2025)
  • Maturity Period: 15 yrs (maturing May 2040)
  • Est. Yield: ~4.0% annually
  • Credit rating: Not specified
  • More Information

World Bank Sustainable Development Bonds worldbank.org

  • Managed Funds: ~ $50 billion issued, with ~70% directed into eco/climate investments.
  • Type of Investment: Sustainable Development Bond
  • Specialized Type: supranational bond
  • Investor Access: available to all investors through investment brokerage platforms.
  • Kinds of Investments: sustainable development projects.
  • Investment Regions: global.
  • Investment Focus: initiatives aligned with the UN Sustainable Development Goals.
  • Examples of Investments: projects in clean water access, renewable energy, and education.
  • Coupon rate: varies by issuance
  • Maturity period: varies by issuance
  • Credit rating: AAA (S&P); Aaa (Moody's)
  • More Information

Santander's Sustainable Bonds
santander.com

  • Managed Funds: ~ €3 billion, with ~70% directed into eco/climate investments.
  • Type of Investment: Sustainability Bonds
  • Specialized Type: corporate-issued bonds
  • Investor Access: only available to institutional investors.
  • Kinds of Investments: renewable energy, energy efficiency, and social projects.
  • Investment Regions: globally diversified.
  • Investment Focus: transition to a low-carbon economy and socioeconomic development.
  • Examples of Investments: renewable energy projects, energy-efficient buildings, and social infrastructure.
  • Coupon Rate: varies by issuance
  • Maturity Period: varies from 3 to 10 yrs.
  • More Information

Blue Bonds
Blue Bonds are focused on positive impacts
in ocean & freshwater preservation


only available to Institutions,
Investment Firms & Large Investors

International Finance Corporation
Blue Finance Program   ifc.org

  • Managed Funds: ~ $2 billion committed to blue loans and bonds since 2020, with 100% directed into eco-sustainability projects.
  • Type of Investment: Blue Bond and Blue Loan
  • Specialized Type: Sustainability Finance
  • Investor Access: Institutional partners
  • Minimum Purchase: institutional scale
  • Kinds of Investments: Water and wastewater management, offshore renewable energy, marine plastic reduction, sustainable shipping.
  • Investment Regions: global emerging markets
  • Investment Focus: Supporting the sustainable blue economy through targeted financing
  • Examples of Investments: $300 million blue loan to Indorama Ventures for plastic recycling expansion; support for blue bond issuances in Thailand and Vietnam
  • Coupon Rate: varies by project
  • Maturity Period: 5 to 15 years
  • More Information

Bank of China Blue Bond
boc.cn

  • Managed Funds: ~ $950 million, with 100% directed into green marine projects.
  • Type of Investment: Blue Bond
  • Specialized Type: corporate-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $100,000 – $500,000
  • Kinds of Investments: marine-related projects, offshore renewable energy & wastewater treatment.
  • Investment Regions: domestic and overseas
  • Investment Focus: sustainable marine and ocean-based projects to promote environmental and economic benefits.
  • Examples of Investments: offshore renewable energy installations and wastewater treatment facilities.
  • Coupon Rate: 0.950% per annum
  • Maturity Period: 3 yrs (maturing in 2023)
  • Est. Yield: 1.054% annually
  • Credit rating: A (S&P)
  • More Information

Seaspan Corporation's Blue Transition Bond seaspancorp.com

  • Managed Funds: ~ $750 million, with 100% directed into eco/climate investments.
  • Type of Investment: Blue Bond
  • Specialized Type: corporate bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $250,000 – $500,000
  • Kinds of Investments: maritime projects.
  • Investment Regions: global shipping
  • Investment Focus: decarbonization of shipping operations.
  • Coupon Rate: 4.90% (Oct 2025)
  • Maturity Period: 10 yrs (maturing Oct 2035)
  • Est. Yield: ~5.4% annually
  • More Information

Asian Dev Bank Blue Bond
adb.org

  • Managed Funds: ~ $300 million, with 100% directed into eco/climate investments.
  • Type of Investment: Blue Bond
  • Specialized Type: sovereign-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $250,000 – $500,000
  • Kinds of Investments: ocean-ecosystem restoration, sustainable fisheries, pollution reduction.
  • Investment Regions: Asia and the Pacific.
  • Investment Focus: sustainable ocean-related projects to promote economic growth and environmental conservation.
  • Coupon Rate: 4.125% per annum
  • Maturity Period: 10 yrs (maturing Jan 2034)
  • Est. Yield: 4.125% annually
  • Credit rating: AAA (S&P)
  • More Information

Philippines' First Blue Bond
mayniladwater.com.ph

  • Managed Funds: ~ $270 million (15 billion PHP) (~$260 million), with 100% directed into eco/climate investments
  • Type of Investment: Blue Bond
  • Specialized Type: corporate bond
  • Investor Access: available to institutional and retail investors
  • Minimum Purchase: $250,000 – $500,000
  • Kinds of Investments: sustainable water and wastewater mgmt projects
  • Investment Regions: Philippines
  • Investment Focus: infrastructure for clean water access and pollution reduction.
  • Examples of Investments: upgrading water treatment facilities and expanding sewage systems.
  • More Information

Japan International Cooperation Agency Blue Bond jica.go.jp

  • Managed Funds: ~ $140 million (20 billion JPY) (~$150 million), with 100% directed into eco/climate investments.
  • Type of Investment: Blue Bond
  • Specialized Type: government agency
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $500,000 – $1 million
  • Kinds of Investments: sustainable fisheries & marine conservation
  • Investment Regions: Asia developing countries
  • Investment Focus: sustainable use of ocean resources and marine ecosystem protection.
  • Examples of Investments: projects in marine biodiversity conservation, sustainable aquaculture, and reduction of marine pollution.
  • Maturity period: 5 yrs (maturing June 2029)
  • Credit rating: A+ (S&P); A1 (Moody's)
  • More Information

DP World Blue Bond
dpworld.com

  • Managed Funds: ~ $100 million, with 100% directed into eco/climate investments.
  • Type of Investment: Blue Bond
  • Specialized Type: corporate-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $1 million+
  • Kinds of Investments: clean shipping, port infrastructure & marine conservation.
  • Investment Regions: Middle East & N. Africa
  • Investment Focus: sustainable maritime infrastructure & ocean protection.
  • Examples of Investments: clean fuel shipping, port decarbonization, & marine biodiversity programs.
  • Coupon Rate: 5.30% (Dec 2025)
  • Maturity Period: 7 yrs (maturing Dec 2032)
  • Est. Yield: ~5.8% annually
  • Credit rating: Information not available.
  • More Information

BDO Unibank Blue Bond
bdo.com.ph

  • Managed Funds: ~ $100 million, with 100% directed into environmental water projects.
  • Type of Investment: Blue Bond
  • Specialized Type: corporate-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $500,000 – $1 million
  • Kinds of Investments: eco-marine and preventing marine pollution.
  • Investment Regions: Philippines.
  • Investment Focus: sustainable water management and pollution prevention initiatives.
  • Examples of Investments: wastewater treatment facilities, water conservation projects, and plastic recycling programs.
  • Maturity period: 7 years (maturing May 2029)
  • More Information

Republic of Seychelles Sovereign Blue Bond seychelles.worldbank.org

  • Managed Funds: ~ $15 million, with 100% directed into eco/climate investments.
  • Type of Investment: Blue Bond
  • Specialized Type: sovereign bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum Purchase: $1 million
  • Kinds of Investments: sustainable marine and fisheries projects.
  • Investment Regions: Seychelles' Zone
  • Investment Focus: marine conservation and sustainable fisheries management.
  • Examples of Investments: expanding marine protected areas and improving fisheries governance.
  • Coupon rate: 6.5%
  • Maturity period: 10 yrs
    (maturing Oct 2028)
  • Credit rating: not publicly disclosed
  • More Information

Biodiversity & Conservation Bonds

European Investment Bank Natural Capital Financing eib.org

  • Managed Funds: €400 million, with 100% directed into eco/climate investments.
  • Type of Investment: Natural Capital Financing
  • Specialized Type: blended finance
  • Investor Access: only to institutions, investment firms, and large investors.
  • Kinds of Investments: projects protecting biodiversity and ecosystem services.
  • Investment Regions: EU states.
  • Investment Focus: promoting sustainable land use, forestry, and biodiversity conservation.
  • Examples of Investments: restoring wetlands, sustainable agriculture, and eco-tourism initiatives.
  • Coupon rate: not applicable
  • Maturity period: project-dependent
  • Credit rating: AAA (S&P); Aaa (Moody's)
  • More Information

Nature Conservancy Green Bond
nature.org

  • Managed Funds: ~ $350 million, with 100% directed into eco/climate investments.
  • Type of Investment: Biodiversity Bond
  • Specialized Type: non-profit-issued bond
  • Investor Access: only to institutions, investment firms, and large investors.
  • Minimum purchase: $250,000 – $500,000
  • Kinds of Investments: environmental conservation & sustainability.
  • Investment Regions: globally diversified.
  • Investment Focus: funding initiatives aimed at preserving biodiversity, restoring ecosystems, and promoting sustainable practices.
  • Examples of Investments: projects related to reforestation, habitat protection, and sustainable agriculture.
  • Coupon rate: varies
  • Maturity period: varies
  • Maturity period: varies by issuance
  • Credit rating: Information not available.
  • More Information

World Bank's Rhino Bond
rhino.worldbank.org

  • Managed Funds: ~ $150 million raised in 2022, with 100% directed into preservation.
  • Type of Investment: Wildlife Bond
  • Specialized Type: outcome-based bond
  • Investor Access: secondary markets.
  • Minimum purchase: $250,000
  • Kinds of Investments: saving Black Rhinos
  • Investment Regions: South Africa.
  • Investment Focus: the growth of black rhino populations.
  • Examples of Investments: enhancing protection in Addo Elephant National Park and Great Fish River Nature Reserve.
  • Maturity period: 5 yrs(maturing March 2027)
  • Credit rating: AAA (S&P)
  • More Information

BBVA Colombia Biodiversity Bond
bbva.com

  • Managed Funds: ~ $50 million, with 100% directed into eco/climate investments.
  • Type of Investment: Biodiversity Bond
  • Specialized Type: corporate bond
  • Investor Access: only available to institutions
  • Minimum purchase: $500,000 – $1 million
  • Kinds of Investments: projects with positive impacts on biodiversity.
  • Investment Regions: Colombia.
  • Investment Focus: reforestation, climate-smart agriculture, and wildlife habitat restoration.
  • Examples of Investments: regenerating natural forests, conserving mangroves, and promoting sustainable farming practices.
  • Coupon rate: not disclosed
  • Maturity period: 3 yrs (maturing in 2027)
  • Credit rating: not publicly disclosed
  • More Information

Debt-for-Nature Swaps

El Salvador's Debt-for-Nature Swap
debtfornature.reuters.com

  • Managed Funds: ~ $1 billion, with 100% directed into eco/climate investments.
  • Type of Investment: Debt-for-Nature Swap
  • Specialized Type: sovereign debt restructuring
  • Investor Access: only institutions
  • Minimum purchase: $1 million
  • Kinds of Investments: funding conservation and restoration of the Lempa River watershed.
  • Investment Regions: El Salvador.
  • Investment Focus: The savings from this buyback (~$350 million) are being allocated to river pollution mitigation, biodiversity protection, water scarcity solutions, and regenerative agriculture within the Lempa River watershed.
  • Maturity period: 20 years (maturing in 2044)
  • More Information

Ecuador Sovereign Blue Bond
ecuador.reuters.com

  • Managed Funds: ~ $650 million, with 100% directed into eco/climate investments.
  • Type of Investment: Debt-for-Nature Swap
  • Specialized Type: sovereign blue bond issued through a discounted debt restructuring
  • Investor Access: institutional investors only
  • Kinds of Investments: marine conservation and biodiversity protection
  • Investment Regions: Galápagos Islands, Ecuador
  • Investment Focus: ocean protection and sustainable fisheries
  • Examples of Investments: establishment of the Galápagos Life Fund and protection of over 60,000 square km of marine areas
  • Coupon rate: 5.645%
  • Maturity period: 18.5 yrs (maturing 2041)
  • More Information

Belize Debt-for-Nature Swap
nature.org

  • Managed Funds: ~ $360 million, with 100% directed into eco/climate investments.
  • Type of Investment: Debt-for-Nature Swap
  • Specialized Type: sovereign debt restructuring
  • Investor Access: institutional investors and development finance institutions
  • Kinds of Investments: marine conservation, biodiversity protection, sustainable fisheries.
  • Investment Regions: Belize.
  • Investment Focus: expanding marine protected areas and enhancing ocean conservation.
  • Examples of Investments: protection of 30% of Belize's ocean territory, establishment of a $23.5 million endowment for long-term conservation funding.
  • Coupon Rate: not applicable
  • Maturity Period: 19 years (maturing in 2040)
  • More Information

Seychelles Debt-for-Nature Swap
climatepolicyinitiative.org

  • Managed Funds: ~ $20 million, with 100% directed into eco/climate investments.
  • Type of Investment: Debt-for-Nature Swap
  • Specialized Type: sovereign debt restructuring
  • Investor Access: institutional investors and development finance institutions
  • Kinds of Investments: marine protected areas, climate adaptation, and coastal resilience.
  • Investment Regions: Seychelles.
  • Investment Focus: expanding marine conservation and enhancing climate resilience.
  • Examples of Investments: establishment of 13 marine protected areas covering over 400,000 sq. km, funding for local conservation initiatives.
  • Coupon Rate: not applicable
  • Maturity Period: 20 years (maturing in 2036)
  • More Information

Green Impact Notes

Calvert Impact – Cut Carbon Note
calvertimpact.org

  • Type of Fund: Green Impact Note
  • Total Capital: ~ $100 million
  • Ecological & Climate Focus: – 100%
  • Focus Sectors: sustainability upgrades for commercial buildings
  • Investor Access: available to all investors
  • Investor Product: Asset-backed Security Notes
  • Minimum Investment: not specified
  • Annual Interest: not specified
  • Mission: financing sustainability upgrades to reduce carbon emissions in commercial buildings
  • Loan Targets: commercial, industrial, and multifamily buildings
  • Projects: financed sustainability upgrades across various U.S. buildings
  • Investment Locations: U.S.A. nationwide
  • Types of Loans: secured, investment-grade rated, fixed-income products

NatureVest – Conservation Notes
nature.org

  • Type of Fund: Green Impact Note
  • Total Capital: undisclosed
  • Ecological & Climate Focus: ~ 100%
  • Focus Sectors: conservation projects with environmental and social returns
  • Investor Access: institutional and accredited investors
  • Investor Product: investment deals delivering conservation outcomes
  • Minimum Investment: varies by deal
  • Annual Interest: varies by deal
  • Mission: create and transact investable deals that deliver conservation results and financial returns
  • Loan Targets: projects that support The Nature Conservancy's 2030 goals
  • Projects: various conservation investments globally
  • Investment Locations: global
  • Types of Loans: structured to generate environmental, social, and financial returns

Reinvestment Fund – Clean Energy Investment Notes   reinvestment.com

  • Type of Fund: Green Impact Note
  • Total Capital: ~ $100 million
  • Ecological & Climate Focus: – 90%
  • Focus Sectors: wind farms, solar, energy efficiency
  • Investor Access: available through promissory notes
  • Investor Product: promissory notes
  • Minimum Investment: not specified
  • Annual Interest: not specified
  • Mission: invest in clean energy projects to reduce carbon footprint
  • Loan Targets: clean energy projects like wind farms and solar power
  • Projects: financed wind farms and solar power installations
  • Investment Locations: U.S.A. nationwide
  • Types of Loans: financing for clean energy projects

BlueHub Capital – Environmental Notes
bluehubcapital.org

  • Type of Fund: Green Impact Note
  • Total Capital: ~ $450 million
  • Ecological & Climate Focus: ~ 85%
  • Focus Sectors: renewable energy, energy efficiency, community development
  • Investor Access: available to various investors
  • Investor Product: sustainability bonds
  • Minimum Investment: varies by offering
  • Annual Interest: varies by offering
  • Mission: financing projects that promote environmental sustainability and economic opportunity in underserved communities
  • Loan Targets: projects integrating clean energy and climate resiliency measures
  • Projects: issued $86.8M in Sustainability Bonds rated 'A+' by S&P
  • Investment Locations: U.S.A. nationwide
  • Types of Loans: financing for renewable energy and energy efficiency projects

Enterprise – Green Communities Notes
enterprisecommunity.org

  • Type of Fund: Green Impact Note
  • Total Capital: ~ $100 million
  • Ecological & Climate Focus: ~ 90%
  • Focus Sectors: green, sustainable, and affordable housing development
  • Investor Access: available in some states
  • Investor Product: fixed-income security notes
  • Minimum Investment: $5,000
  • Annual Interest: fixed rates; 1–15 years
  • Mission: financing affordable, sustainable, and climate-resilient housing and community development projects
  • Loan Targets: nonprofit and mission-aligned for-profit developers and operators
  • Projects: financed over 145,000 green-aligned affordable homes and community spaces.
  • Investment Locations: U.S.A. nationwide

Local Initiatives Support Corporation
– Impact Notes   lisc.org

  • Type of Fund: Green Impact Note
  • Total Capital: over $200 million
  • Ecological & Climate Focus: ~ 70%
  • Focus Sectors: green economic development, affordable housing.
  • Investor Access: available to all investors
  • Investor Product: fixed-income notes
  • Minimum Investment: $1,000
  • Annual Interest: fixed rates; 1–15 years
  • Mission: supporting community development initiatives.
  • Loan Targets: nonprofit organizations, small businesses, and community projects
  • Projects: solar-powered affordable housing, green retrofits for schools and community health clinics.
  • Investment Locations: U.S.A. nationwide

Calvert Impact Capital – Community Investment Note  calvertimpact.org

  • Type of Fund: Green Impact Note
  • Total Capital: ~ $600 million
  • Ecological & Climate Focus: ~ 60%
  • Focus Sectors: affordable housing, renewable energy, small climate-friendly business
  • Investor Access: available to all investors
  • Investor Product: fixed-income notes
  • Minimum Investment: $20
  • Annual Interest: varies –3.0%
  • Mission: financing organizations promoting positive social and environmental impact in communities.
  • Loan Targets: social and environmental projects and financial intermediaries.
  • Projects: affordable housing developments and renewable energy installations.
  • Investment Locations: global
  • Types of Loans: diverse and various

Green Loan Funds

Natural Capital Investment Fund
partnercap.org

  • Type of Fund: Green Loan Fund
  • Total Capital: ~ $80 million in 2022
  • Ecological & Climate Focus: ~ 90%
  • Focus Sectors: sustainable agriculture, renewable energy, eco-friendly small businesses
  • Investor Access: not specified
  • Investor Product: debt financing for small businesses
  • Minimum Investment: not specified
  • Annual Interest: not specified
  • Mission: to provide debt financing to small businesses that integrate economic, environmental, and social impact.
  • Loan Targets: small businesses in sectors like sustainable agriculture and renewable energy.
  • Projects: financed eco-friendly small businesses in various regions.
  • Investment Locations: West Virginia, North Carolina, South Carolina, southern Georgia, Appalachian regions of VA, KY, TN, OH
  • Types of Loans: debt financing tailored to small businesses' needs.

Solar and Energy Loan Fund
solarenergyloanfund.org

  • Type of Fund: Green Loan Fund
  • Total Capital: over $50 million deployed
  • Ecological & Climate Focus: ~ 90%
  • Focus Sectors: clean energy, energy efficiency, and sustainable property improvements
  • Investor Access: only available to institutions and investment firms
  • Investor Product: small low-interest loans
  • Annual Interest: starting at 5% unsecured
  • Mission: provide affordable, accessible financing for sustainable home and community improvements in underserved areas
  • Loan Targets: homeowners, small businesses, and community-based organizations
  • Projects: solar installations, insulation, hurricane protection, HVAC upgrades
  • Investment Locations: Florida, Georgia, North and South Carolina, Texas, Tennessee, Nevada, Arizona, Alabama
  • Types of Loans: unsecured loans with flexible terms; no credit score required

Craft3
craft3.org

  • Type of Fund: Green Loan Fund
  • Total Capital: ~ $175 million loan portfolio
  • Ecological & Climate Focus: ~ 80%
  • Focus Sectors: clean energy, sustainable agriculture, community development
  • Investor Access: not specified
  • Investor Product: business and consumer loans
  • Minimum Investment: not specified
  • Annual Interest: not specified
  • Mission: economic, ecological, and family resilience in Pacific Northwest communities
  • Loan Targets: small businesses, nonprofits, individuals, in underserved communities
  • Projects: provided $8.2M in loans for creative projects and over 1,000 businesses.
  • Investment Locations: Oregon, Washington
  • Types of Loans: business loans, bridge loans, owner-occupied commercial real estate loans

Inclusive Prosperity Capital
inclusiveprosperitycapital.org

  • Type of Fund: Green Loan Fund
  • Total Capital: ~ $75 million for impact investments
  • Ecological & Climate Focus: ~ 70%
  • Focus Sectors: clean energy, resiliency, community development
  • Investor Access: not specified
  • Investor Product: not specified
  • Minimum Investment: not specified
  • Annual Interest: not specified
  • Mission: providing financing solutions for clean energy and resiliency projects in underserved markets
  • Loan Targets: residential, community, municipal, and commercial projects
  • Projects: BlocPower – heat pump upgrades; Seneca Village – $2M for solar project
  • Investment Locations: U.S.A. nationwide
  • Types of Loans: Catalyst Loan: $100K–$2M, 7–20 years; Smart-E Loan: $500–$50K

RSF Social Finance
rsfsocialfinance.org

  • Type of Fund: Impact Loan Fund
  • Total Capital: ~ $230 million loan portfolio
  • Ecological & Climate Focus: ~ 60%
  • Focus Sectors: sustainable agriculture, clean energy, education, ecological arts
  • Investor Access: available to all investors
  • Investor Product: Investment Notes
  • Minimum Investment: $1,000
  • Annual Interest: ~ 4.5%/year
  • Mission: financing regenerative, socially just, and ecologically sound enterprises
  • Loan Targets: nonprofits and mission-aligned businesses across the U.S.
  • Projects: Mad Capital – $12M credit for organic farming; Sunwealth – $5M for community solar
  • Investment Locations: U.S.A. nationwide
  • Types of Loans: $50K–$1M loans, 4–10 year terms, flexible repayment

Public Finance Institutions

What are the main differences between
Private Investment Funds and Public Finance Institutions?

Private Investment Funds
  • – Includes mutual funds, private equity funds, venture capital, fixed-income bonds, impact notes, loan funds, stocks and ETFs.
  • – Created and managed by private investment firms, asset managers, impact-focused investment providers, or corporations.
  • – Capitalized by private investors, including pension funds, private asset managers, and family wealth offices.
  • – Capital is invested in or loaned to green environmental/climate projects & businesses, earning returns or profit shares.
Public Finance Institutions
  • – Includes multinational & national finance institutions, state & municipal green banks, and community environmental/climate funds.
  • – Created and managed by national-to-local governments or nonprofits.
  • – Capitalized by public funds, development banks, climate funds, and private donors.
  • – Capital is channeled from larger finance institutions through localized institutions
    or nonprofit intermediators, to help finance environmental/climate projects & businesses.

Three Levels of Public Finance Institutions
for the environment & climate

3 Types of Green Finance Institutions

Multinational Green Finance Instititions

EIB Green Loan Program

  • Institution Type: Multinational Green Finance
  • Total Capital: ~ €600 billion
  • Source of Capital: capital markets and member state contributions.
  • Mission Focus: provides long-term financing for projects supporting EU GHG policies and environmental sustainability.
  • Funding Targets: public and private sector entities within the EU and beyond.
  • Sectors or Projects: renewable energy, energy efficiency, sustainable transport, climate adaptation.
  • Eligibility Criteria: projects aligning with EU climate and environmental policies contributing to sustainable development.
  • Examples of Support: €243 million to ERG for renewable energy in Italy, France, and Germany.
  • Financial Instruments: loans, guarantees, equity investments.

IFC Green Loans

  • Institution Type: Multinational Green Finance
  • Total Capital: ~ $20 billion
  • Source of Capital: capital markets, member country contributions, retained earnings.
  • Mission Focus: supports private sector development in developing countries through climate-friendly investments.
  • Funding Targets: private sector companies and financial institutions in developing countries.
  • Sectors or Projects: renewable energy, energy efficiency, sustainable agriculture, green buildings, climate-smart infrastructure.
  • Eligibility Criteria: projects that are technically sound, financially viable, environmentally and socially sustainable.
  • Examples of Support: $64 million to Sermsang Palang Ngan Company Limited for renewable energy projects in Southeast Asia.
  • Financial Instruments: loans, equity investments, guarantees, advisory services.

UN Green Climate Fund

  • Institution Type: International Green Finance
  • Total Capital: ~ $17 billion.
  • Source of Capital: contributions from developed countries.
  • Mission Focus: supports developing countries in climate change mitigation and adaptation efforts.
  • Funding Targets: public and private sector projects in developing countries worldwide.
  • Sectors or Projects: renewable energy, energy efficiency, sustainable transport, climate resilience, ecosystem restoration.
  • Eligibility Criteria: projects must contribute to climate change mitigation or adaptation and align with GCF investment criteria.
  • Examples of Support: approved $686.8 million for 11 projects across 42 countries, benefiting 115 million people.
  • Financial Instruments: grants, concessional loans, equity investments, guarantees, results-based finance.

Climate Investment Funds (CIF)

  • Institution Type: Multinational Green Finance
  • Total Capital: ~ $12 billion.
  • Source of Capital: contributions from multiple donor countries.
  • Mission Focus: provides financing to developing countries for climate change mitigation and adaptation.
  • Funding Targets: developing countries worldwide.
  • Sectors or Projects: clean technology, renewable energy, sustainable forestry, climate resilience.
  • Eligibility Criteria: projects must align with national development strategies and demonstrate potential for transformational impact.
  • Examples of Support: funded $750 million for concentrated solar power projects in five countries.
  • Financial Instruments: grants, concessional loans, guarantees, equity.

EIB Natural Capital Financing Facility

  • Institution Type: Multinational Green Finance
  • Total Capital: ~ €120 million.
  • Source of Capital: European Investment Bank and European Commission contributions.
  • Mission Focus: supports projects that integrate natural capital solutions for biodiversity and climate adaptation.
  • Funding Targets: public and private entities within the European Union.
  • Sectors or Projects: green infrastructure, ecosystem services, biodiversity conservation, climate adaptation.
  • Eligibility Criteria: projects must be financially viable and contribute to EU LIFE objectives.
  • Examples of Support: financed €6 million for Athens' resilience strategy, including urban forests and green corridors.
  • Financial Instruments: loans, equity investments, guarantees.

National Green Institutions

U.S. International Development Finance Corporation (IDFC)

  • Institution Type: National Green Finance
  • Total Capital: ~ $40 billion.
  • Source of Capital: U.S. government funds and private sector co-financing.
  • Mission Focus: mobilizes private capital for projects that advance development and U.S. foreign policy interests.
  • Funding Targets: private sector projects in developing countries worldwide.
  • Sectors or Projects: renewable energy tech, infrastructure, healthcare, agriculture.
  • Eligibility Criteria: Projects must demonstrate commercial viability, measurable development impact, and alignment with strategic U.S. goals
  • Examples of Support: In FY2024, committed over $3.7 billion to climate-related finance, including renewables and sustainable agriculture
  • Financial Instruments: Direct loans, loan guarantees, equity investments, political risk insurance, and technical assistance

US Environmental Protection Agency’s Greenhouse Gas Reduction Fund

  • Institution Type: National Green Finance
  • Total Capital: ~ $27 billion.
  • Source of Capital: U.S. government funds
  • Mission Focus: Mobilize financing and private capital for projects reducing greenhouse gas emissions and air pollution.
  • Funding Targets: community and nonprofit lenders, and private sector entities.
  • Sectors or Projects: Clean energy, energy efficiency, zero-emission technologies, and related infrastructure.
  • Eligibility Criteria: Applicants must be nonprofit financing institutions capable of partnering with the private sector to provide accessible, affordable financing for clean technology projects.
  • Examples of Support: Awarded grants to establish national clean investment funds and support community-based clean energy projects.
  • Financial Instruments: Grants, loans, and technical assistance.

Coalition for Green Capital

  • Institution Type: National Green Finance
  • Total Capital: ~ $10 billion
  • Source of Capital: Grants from the Greenhouse Gas Reduction Fund and private investments.
  • Mission Focus: Accelerate a clean economy to reduce emissions and mitigate climate change.
  • Funding Targets: State and local green banks, community lenders, and clean energy projects.
  • Sectors or Projects: Renewable energy, energy efficiency, clean transportation and infrastructure.
  • Eligibility Criteria: Projects must demonstrate potential for significant greenhouse gas reductions and align with clean energy objectives.
  • Examples of Support: Provided funding to establish and capitalize state green banks and supported community solar projects.
  • Financial Instruments: Loans, equity investments, and technical assistance.

Climate United Fund

  • Institution Type: National Green Finance
  • Total Capital: $7 billion grant
  • Source of Capital: grant given from the Greenhouse Gas Reduction Fund
  • Mission Focus: accessible, affordable financing for clean technology projects, with a focus on underserved communities.
  • Funding Targets: Community lenders, nonprofit organizations, clean energy projects.
  • Sectors or Projects: Renewable energy, energy efficiency, clean transportation, and climate resilience projects.
  • Eligibility Criteria: Projects must benefit low-income and disadvantaged communities and contribute to greenhouse gas reductions.
  • Examples of Support: Funded community solar installations and energy efficiency upgrades in affordable housing.
  • Financial Instruments: Grants, loans, and technical assistance.

Green Banks

Green Bank Network (GBN)
greenbanknetwork.org

  • Institution Type: Green Bank Network
  • Mission Focus: Green Bank collaboration, knowledge sharing, global scaling, and adoption of innovative green bank models worldwide.
  • Network Financing: members have mobilized over $50 billion in public capital to leverage private investments globally.
  • Source of Capital: member green banks’ public/quasi-public funding, supported by philanthropic & NGO secretariat.
  • Focus Areas: clean energy, energy efficiency, climate-resilient infrastructure, underserved markets, and sustainable finance innovation.
  • Member Criteria: existing green banks, quasi-public or nonprofit climate finance institutions.
  • Network Support: peer-to-peer learning, public forums, technical guidance, research tools, and transaction database access.
  • Network Impact: over $50 billion mobilized, supporting ~3,785 million tonnes CO2e avoided annually globally.

American Green Bank Consortium
coalitionforgreencapital.com

  • Institution Type: Green Bank Network
  • Mission Focus: support and scale U.S. state/local green banks, community lenders, and clean energy financing institutions.
  • Network Financing: members have mobilized ~$22 billion in public capital to leverage private clean investments across the U.S.
  • Source of Capital: funding from state/local green banks, private-sector leverage, and NGO/philanthropic support.
  • Focus Areas: renewable energy, energy efficiency, climate-resilient infrastructure in underserved communities.
  • Member Criteria: state or local green banks, impact-driven clean finance institutions, and community lenders.
  • Network Support: expert workshops, peer learning sessions, best-practice publications and shared project databases.
  • Network Impact: members helped finance ~3Mt CO2e avoided annually.

US National Green Bank (Proposed)

  • Institution Type: National Green Bank
  • Total Capital: Proposed at $20 billion
  • Source of Capital: federal funds and private sector leverage
  • Mission Focus: mobilize financing for clean energy and climate projects to reduce greenhouse gas emissions.
  • Funding Targets: state and local green banks, community lenders, and clean energy projects.
  • Sectors or Projects: renewable energy, energy efficiency, clean transportation & infrastructure.
  • Eligibility Criteria: projects must align with national climate goals and demonstrate potential for significant emissions reductions.
  • Examples of Support: proposed funding for large-scale renewable energy projects and energy efficiency programs.
  • Financial Instruments: loans, loan guarantees, and equity investments.

New York Green Bank

  • Institution Type: State Green Bank
  • Total Capital: ~ $8 B mobilized since 2024; with $667 M deployed in 2023.
  • Source of Capital: state public funds and private co-investment
  • Mission Focus: accelerate clean energy deployment in New York State.
  • Funding Targets: clean energy and sustainable infrastructure projects within New York State.
  • Sectors or Projects: renewable energy, energy efficiency, sustainable transportation, and other clean technologies.
  • Eligibility Criteria: projects must be in New York State and contribute to the state's clean energy and climate goals.
  • Examples of Support: financing for community solar projects and energy efficiency retrofits in commercial buildings.
  • Financial Instruments: loans, credit enhancements, and other financing solutions.

Connecticut Green Bank

  • Institution Type: State Green Bank
  • Total Capital: ~ $3 B mobilized since 2024; with $410 M deployed in 2023.
  • Source of Capital: state public funds and private co-investment
  • Mission Focus: increasing investment into Connecticut's green economy.
  • Funding Targets: Connecticut clean energy and environmental infrastructure.
  • Sectors or Projects: renewable energy, energy efficiency, sustainable agriculture, and land conservation.
  • Eligibility Criteria: projects must align with Connecticut's clean energy goals and show significant environmental impact.
  • Examples of Support: financing for solar installations on properties and energy efficiency upgrades.
  • Financial Instruments: loans, leases, and other financing mechanisms.

Rhode Island Infrastructure Bank

  • Institution Type: State Green Bank
  • Total Capital: ~ $2 B mobilized since 2015; with ~$180 M deployed in 2023.
  • Source of Capital: federal grants, state contributions, and other funding sources
  • Mission Focus: finance infrastructure improvements to enhance Rhode Island's environment and economy
  • Funding Targets: municipalities, businesses, and homeowners in Rhode Island
  • Sectors or Projects: water and wastewater, clean energy, climate resilience.
  • Eligibility Criteria: projects must demonstrate public benefit and align with state infrastructure priorities
  • Examples of Support: financed Rhode Island's first battery storage facility and Macomber Stadium remediation
  • Financial Instruments: loans, bonds, and credit enhancements

Hawaii Green Infrastructure Authority

  • Institution Type: State Green Bank
  • Total Capital: ~ $430 M mobilized since 2024; with $430 M deployed in 2023.
  • Source of Capital: Green Energy Market Securitization (GEMS) bond proceeds
  • Mission Focus: clean renewable energy for Hawaii and underserved communities.
  • Funding Targets: low-to-moderate income households, renters, and nonprofits.
  • Sectors or Projects: solar PV systems, energy storage, energy efficiency, clean energy tech.
  • Eligibility Criteria: applicants must be underserved ratepayers with limited access to traditional financing for clean energy installations.
  • Examples of Support: financing for rooftop solar installations for low-income households and nonprofits.
  • Financial Instruments: loans, on-bill repayment mechanisms.

DC Green Bank

  • Institution Type: City Green Bank
  • Total Capital: ~ $330 M mobilized since 2023; with ~$11 M deployed in 2023.
  • Source of Capital: District government funds and private sector investments
  • Mission Focus: equitable clean energy and climate solutions
  • Funding Targets: residents, businesses, and community institutions within the District
  • Sectors or Projects: solar energy, energy efficiency for buildings, stormwater infrastructure.
  • Eligibility Criteria: projects must be located in the District and contribute to its sustainability goals
  • Examples of Support: financing for community solar projects and energy efficiency upgrades in affordable housing
  • Financial Instruments: loans, credit enhancements, and co-investments

Energize Delaware

  • Institution Type: State Green Bank
  • Total Capital: ~ $200 M mobilized since 2023; with ~$27 M financed in 2022.
  • Source of Capital: state funds, federal grants, and private investments
  • Mission Focus: energy efficiency and renewable energy projects in Delaware.
  • Funding Targets: residential, commercial, industrial, and nonprofit sectors.
  • Sectors or Projects: energy efficiency upgrades, and renewable energy installations.
  • Eligibility Criteria: projects must be located in Delaware and align with state energy efficiency and renewable energy goals
  • Examples of Support: financing for home energy efficiency improvements and solar panel installations for nonprofits
  • Financial Instruments: low-interest loans, grants, and rebates

Michigan Saves

  • Institution Type: Nonprofit Green Bank
  • Total Capital: ~ $170 M mobilized since 2018; with ~$100 M deployed in 2023.
  • Source of Capital: state funds, federal grants, and private sector investments
  • Mission Focus: promote accessible financing for clean energy improvements in Michigan
  • Funding Targets: homeowners, businesses, and communities across Michigan
  • Sectors or Projects: energy efficiency, renewable energy, and climate resilience.
  • Eligibility Criteria: projects must focus on clean energy improvements and meet program-specific requirements
  • Examples of Support: facilitated over $425 million in clean energy investments statewide
  • Financial Instruments: loans with favorable terms, credit enhancements, and contractor financing programs

Nevada Clean Energy Fund

  • Institution Type: State Green Bank
  • Total Capital: ~ $156 M mobilized since 2023; with $156 M deployed in 2023.
  • Source of Capital: state funds, federal grants, and private sector investments
  • Mission Focus: accelerate investments in clean energy projects in Nevada to achieve environmental and economic benefits
  • Funding Targets: residential, commercial, and industrial sectors within Nevada
  • Sectors or Projects: renewable energy, energy efficiency, and clean transportation projects
  • Eligibility Criteria: projects must be located in Nevada and contribute to the state's clean energy objectives
  • Examples of Support: financing for solar energy installations and energy efficiency retrofits in commercial buildings
  • Financial Instruments: loans, credit enhancements, and co-investments

California Lending for Energy and Environmental Needs (CLEEN)

  • Institution Type: State Green Bank
  • Total Capital: ~ $150 M available since 2023; with ~$150 M financed in 2023.
  • Source of Capital: state funds & private funds
  • Mission Focus: finance climate clean infrastructure, building, and transportation
  • Funding Targets: municipalities, universities, schools, hospitals, and other eligible entities.
  • Sectors or Projects: energy efficiency, renewable energy, water conservation.
  • Eligibility Criteria: projects must be located in California and meet specific program requirements
  • Examples of Support: financing for energy efficiency upgrades in public buildings and renewable energy installations
  • Financial Instruments: offers financing through $500K to $30M direct loans and publicly offered tax-exempt bonds.

Colorado Clean Energy Fund
cocleanenergyfund.com

  • Institution Type: State Green Bank
  • Total Capital: ~$120 M mobilized since 2023; with $6 M deployed in 2022.
  • Source of Capital: federal grants & state funding, plus private co-investments.
  • Mission Focus: equitable financing for clean energy and energy efficiency projects.
  • Funding Targets: homeowners, small businesses, affordable housing, nonprofits.
  • Sectors or Projects: residential solar, heat pump retrofits, commercial energy upgrades.
  • Eligibility Criteria: borrowers must be Colorado residents or businesses with clean energy or efficiency needs.
  • Examples of Support: Colorado home loans up to $75,000; commercial loan projects in underserved areas.
  • Financial Instruments: low-interest loans, credit enhancements, and partner-lender financing programs.

New Mexico Finance Authority
– Green Energy Program

  • Institution Type: State Green Bank
  • Total Capital: ~ $60 M mobilized since 2023; minimal deployed in 2024-2025.
  • Source of Capital: state funds, federal grants, and private investments
  • Mission Focus: financing for energy efficiency and renewable energy projects.
  • Funding Targets: municipalities, counties, schools, and other public entities.
  • Sectors or Projects: renewable energy & efficiency, sustainable infrastructure projects.
  • Eligibility Criteria: projects must be located in New Mexico and meet program-specific requirements
  • Examples of Support: financing for solar energy installations on public buildings and energy efficiency retrofits in schools
  • Financial Instruments: low-interest loans and grants

Community
Green Finance Funds

Power Forward Communities

  • Institution Type: Community Green Finance
  • Total Capital: $2 billion grant from the USA EPA National Clean Investment Fund
  • Mission Focus: decarbonizing homes, reducing energy costs, improving community resilience
  • Funding Targets: low-income homeowners, renters, and communities.
  • Sectors or Projects: residential energy efficiency, electrification, renewable energy installations, and resilience improvements.
  • Eligibility Criteria: homeowners, developers, and renters in low-income and disadvantaged.
  • Examples of Support: Financing for heat pump installations, solar panels, energy-efficient appliances, weatherization, and EV charging infrastructure
  • Financial Instruments: Below-market-rate loans, grants, and technical assistance
  • Loan Size: Varies
  • Loan Terms: Terms tailored to project specifics and borrower capacity

Green Bank for Rural America

  • Institution Type: Community Green Finance managed by Appalachian Community Capital
  • Total Capital: $500 million awarded in 2024
  • Source of Capital: EPA GHG Reduction Fund, leveraged with private investment
  • Mission Focus: capitalize Native-serving community lenders for community-scale clean energy in rural Native communities.
  • Funding Targets: rural-serving and Native-serving community lenders across the U.S.
  • Sectors or Projects: solar, battery storage, electrification & energy efficiency in buildings.
  • Eligibility Criteria: financing partners must serve rural or Tribal communities.
  • Examples of Support: plans to fund 2,000+ projects, creating 13,000 jobs and avoiding 850,000 tons of emissions.
  • Financial Instruments: capitalization loans to community lenders, technical assistance, and co-investment structures.
  • Loan Size: capitalization loans up to $50 million, and typically under $10 million.
  • Loan Terms: typically 5–15 years; repayment schedules vary by project type & borrower capacity.

Self-Help Credit Union
– Green Lending Program

  • Institution Type: Community Green Finance
  • Total Capital: ~ $460 million in commercial loans allocated for green projects
  • Source of Capital: member deposits, grants, and private investments
  • Mission Focus: affordable financing for sustainable and energy-efficient projects.
  • Funding Targets: homeowners, businesses, and nonprofits in various states
  • Sectors or Projects: renewable energy installations, and energy efficiency upgrades.
  • Eligibility Criteria: projects must meet sustainability criteria and demonstrate financial viability
  • Examples of Support: loans for solar panel installations and energy-efficient home renovations
  • Financial Instruments: loans and lines of credit

Self-Help Ventures Fund

  • Institution Type: Community Green Finance
  • Total Capital: $1.1 billion in total assets (2023)
  • Source of Capital: mission-driven investments and GGRF funds via Climate United
  • Mission Focus: expand inclusive financing for economic opportunity, affordable housing, and clean energy access
  • Funding Targets: affordable housing developers, nonprofits, and community lenders
  • Sectors or Projects: energy-efficient housing, solar installations, green retrofits, and community facilities
  • Eligibility Criteria: projects must benefit underserved borrowers and support green or affordable development goals
  • Examples of Support: financing for LEED-certified housing, solar-ready buildings, and nonprofit energy upgrades
  • Financial Instruments: construction loans, project finance, and mission-aligned commercial lending
  • Loan Size: typically $250K–$5 million
  • Loan Terms: customized terms; 5–20 year repayment depending on project scope

BlueHub Capital
– Climate Resilience Loans

  • Institution Type: Community Green Finance
  • Total Capital: Capital pool undisclosed; part of BlueHub's $2 billion+ total lending history
  • Source of Capital: philanthropic funds, impact investors, and BlueHub’s balance sheet
  • Mission Focus: help low-income homeowners finance upgrades that improve climate resilience
  • Funding Targets: homeowners in underserved communities vulnerable to climate risks
  • Sectors or Projects: roof repair, insulation, HVAC upgrades, and flood mitigation.
  • Eligibility Criteria: homeowners must live in low-income census tracts or meet income thresholds.
  • Examples of Support: funded new roofs, sump pumps, insulation, & storm-hardening retrofits.
  • Financial Instruments: unsecured personal loans with flexible underwriting and fixed terms
  • Loan Size: $3,000 – $50,000
  • Loan Terms: fixed-rate loans, up to 15 years; no prepayment penalty

New York City Energy Efficiency Corporation  nyceec.com

  • Institution Type: Community Green Finance
  • Total Capital: ~ $430 million
  • Source of Capital: public, private, and philanthropic.
  • Mission Focus: financing solutions for energy efficiency and clean energy in communities.
  • Funding Targets: contractors, project developers, building owners.
  • Focus Sectors: multifamily, commercial, institutional, and industrial buildings.
  • Eligibility Criteria: projects must involve energy efficiency or clean energy improvements
  • Examples of Support: affordable housing energy upgrades and community solar projects
  • Financial Instruments: direct loans, credit enhancements, and predevelopment financing
  • Loan Size: based on borrower needs
  • Loan Terms: 6.50% - 8.75% over 10 years.

Community Bank of the Bay
– Bay Area Green Fund

  • Institution Type: Community Green Finance
  • Total Capital: ~ $100 million in loans
  • Source of Capital: individuals & organizations
  • Mission Focus: carbon-reduced emissions and environmentally sustainable projects and local businesses.
  • Funding Targets: local businesses and projects practicing sustainability.
  • Sectors or Projects: clean energy, sustainable food systems, green real estate, environmental stewardship, and waste reduction.
  • Eligibility Criteria: projects must be environmentally sustainable
  • Examples of Support: financing for zero-waste grocery stores, and modular homes that generate more energy than they use.
  • Financial Instruments: low-interest loans
  • Loan Size: based on project and borrower needs
  • Loan Terms: repayment schedules based on project specifics and borrower capacity

Reinvestment Fund
– Clean Energy Loan Program

  • Institution Type: Community Green Finance
  • Total Capital: ~ $100 million invested in clean energy projects since 1993.
  • Source of Capital: Public and private investments, including government gran
  • Mission Focus: Finance clean energy projects and promote sustainable development.
  • Funding Targets: Building owners, developers, and organizations
  • Sectors or Projects: Wind farms, solar power installations, energy-efficient building designs.
  • Eligibility Criteria: Projects must demonstrate energy savings and align with the goal of reducing carbon emissions
  • Examples of Support: Financing for wind farms, solar power installations, and energy-efficient building projects
  • Financial Instruments: Loans for energy efficiency improvements and renewable energy
  • Loan Size: based on project and needs.
  • Loan Terms: repayment schedules based on project and borrower capacity

Native Climate Equity Fund

  • Institution Type: Community Green Finance
  • Total Capital: information not disclosed
  • Source of Capital: public and private investments
  • Mission Focus: building clean energy self-sufficiency and energy equity in Native economies.
  • Funding Targets: Native Community Development Institutions and clean energy projects within Native communities.
  • Sectors or Projects: clean renewable energy development and energy efficiency.
  • Eligibility Criteria: Projects must be led by or serve Native communities and align with economic equity and energy self-sufficiency goals.
  • Examples of Support: Financing for solar installations, wind energy projects, and energy efficiency upgrades
  • Financial Instruments: Loans and capacity-building resources for clean energy projects.
  • Loan Size: based on project scope and needs
  • Loan Terms: repayment schedules based on project and borrower capacity
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