In this publication, Asad Rashid and Iain Campbell explore renewable infrastructure and the energy transition. See our key takeaways below:

• Renewable infrastructure – a sub-set of infrastructure – allows investors to target returns with measurable impact while demonstrating environmental, social & governance (ESG) credentials. However, many of the broader infrastructure sector’s risks still apply.  
• A renewables fund could sit within an investor’s growth allocation or long-term enhanced income allocation. A ‘build new’ strategy fits more naturally in the growth allocation, but a ‘buy and hold’ strategy could fit in the enhanced income element of a broader portfolio.
• A dedicated renewable infrastructure allocation can be customised, from focusing on the best mix of global opportunities (diversified by sector and country) to accessing UK-only opportunities (local impact and levelling-up initiatives).