Company Profile icon Company Profile

Ecofin Advisors Limited

Head office:
London, United Kingdom
Assets Managed:
US$1.9 Billion

Company Profile

Ecofin is a sustainable investment firm with roots dating back to the 1990s, with offices in the U.S. and U.K. Ecofin is driven by the idea that sustainable investment can deliver strong risk-adjusted returns while making a true impact on the environment and society. The firm’s strategies offer global solutions through investment in private and public securities that address global challenges in climate action, water, and sustainable communities. Through these strategies, Ecofin seeks to achieve positive impacts that align with UN Sustainable Development Goals.


Investment Approach

Ecofin’s investment strategy is based on the principle that the world is now in the middle of a groundbreaking, long-term thematic shift toward increased sustainability, a shift that is poised to reshape markets, economies, and all other facets of human activity. Ecofin believes this “sustainability revolution” is being driven by technological innovation, government and corporate policy actions, and consumer activism, and that the companies that can address these forces will be poised to achieve high growth levels, lower costs of capital, and strong corporate results.

Ecofin is focused on identifying and investing in opportunities in such companies, that can provide solutions to some of the world’s greatest challenges. The ability of innovative companies to address sustainability issues is often not fully valued by the broader market as well. This can create a “sustainability premium” that can unlock considerable gains for investors.

As a specialized investor, Ecofin employs a high-conviction investment process, conducting a multi-level analysis of its investable universe according to factors such as the regulatory/industry backdrop, individual company fundamentals, valuations, and measurable ESG risks and impact. For example, on the climate action front, Ecofin focuses on companies achieving measurable improvements in overall emissions relative to their peers.

Send Link Print

Funds Managed icon Funds Managed

NEI Clean Infrastructure Fund

Category:
Global Equity

Lead Managers:
Matthew Breidert
Michel Sznajer

Inception Date Morningstar Profile
2022-03-01 A
2022-03-01 F
2022-03-01 P
2022-03-01 PF

Lead Manager icon Lead Managers

Matthew Breidert

Matthew Breidert

Senior Portfolio Manager and Managing Director

Matthew joined Ecofin in 2006, and as senior portfolio manager oversees sustainable, impact, and ESG strategies, both long only and long/short. Previously, Matthew has been an assistant portfolio manager at Millennium Partners, based in New York, and an investment banker at SG Barr Devlin, a division of Société Générale. Matthew has a B.Sc. in Ecology from the University of Illinois-Urbana Champaign and an MBA from Washington University in St. Louis.

Michel Sznajer

Michel Sznajer, CFA

Portfolio Manager and Director

Michel joined Ecofin in 2016 and serves as a portfolio manager focused on sustainable products. Before Ecofin, he was a partner and portfolio manager at Silvaris Capital Management, and also has had senior roles at Wellington Management Co., Goldman Sachs, Indosuez W.I. Carr, and Bain & Company. Michel has an M.Sc. in business and engineering from Brussels University and is a CFA® charterholder.