CIRCULAR & SHARING ECONOMY
Enabling systems change for how resources are utilized to produce, consume and dispose of products.
INVESTING IN
Companies accelerating the transition from finite to infinite resources and closed loop systems through more sustainable production and consumption. Companies that enable regenerative resources as inputs for new materials. Innovations that redesign waste and resource management and shift consumer and corporate behaviour to achieve zero-carbon prosperity.
PRIMARY IMPACT METRICS
/ tCO2e mitigated
/ Tonnes waste diverted
70%
of global emissions are related to resource use
4x
growth in resource use, outpacing 2x population growth since 1972
90%
of all materials extracted and used are wasted
IMPACT PROBLEM / OPPORTUNITY
KEY FOCUS AREAS
/ Design waste and pollution out of supply chains
/ Keep existing products and materials in use
/ Prioritize regenerative resources as inputs for new materials
/ Shift consumer and corporate behaviour
PORTFOLIO EXAMPLES
INVESTABLE WHITESPACE
By 2026, ~60% of global enterprises will support profitable growth through circular supply chain practices. Getting there is complex; addressing resource intensive production, enabling the use of regenerative inputs and end of life optimization are key to shifting from linear to circular systems.
We see investible whitespace in SaaS that enables the use of sustainable inputs and empowers low-carbon supply chains. From an end of life perspective, we’re excited about waste data management, robotics and AI for recycling and new, cost-effective recycling techniques. We see further opportunity in reuse infrastructure, product sharing, returns and supply chain logistics to ease the circular transition for consumers.
Learn more about our Circular & Sharing Economy vertical in our 2021 and 2022 Climate Impact Reports.
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