Francesco Conte and Sara Bellenda, co-managers of the new Elite Radar JPM Climate Change Solutions fund, explain to us how an internally developed AI tool helps them to scan thousands of companies to find the most likely contributors in creating a more sustainable world.

The managers discuss the importance of identifying technology and innovation early, highlighting both hydrogen and carbon capture technology as two examples. While heat waves and rising ocean temperatures both serve as alarming indicators of climate change, the interview also discusses the importance of adaptation and proactive solutions. Ultimately, the fund's approach to investing in companies driving innovative solutions is to address these challenges and contribute to a more sustainable future. We also discuss a number of other underlying themes behind the fund.

What’s covered in this episode: 

• The aim of the JPM Climate Change Solutions fund
• How the managers use AI to narrow down their investment universe
• The use of AI and human input to generate the fund’s key themes
• Does the fund only target decarbonisation? 
• The companies investing in sustainable water 
• The importance of good technology in precision agriculture
• Investment opportunities in sustainable construction and net zero buildings 
• Improving the modern methods of construction
• Why saving money is a greater driver than cutting back on CO2 emissions
• The adoption of new technology in these sectors
• Why exposure to a theme may not be 100%
• Finding companies at the forefront of technology
• What is carbon capture technology?
• How consumers can adapt to a changing world

More about the fund:

The JPM Climate Change Solutions fund focuses on investing in companies actively developing solutions to combat climate change. Operating as a high-conviction thematic portfolio, this fund isn't bound by index limitations. Its primary objectives revolve around addressing key themes such as renewables & electrification, sustainable transportation, viable food & water practices, eco-friendly construction and recycling & re-utilisation.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.

Learn more on fundcalibre.com

Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.