Rockefeller Asset Management Launches Climate Solutions Fund, Expanding Its Audience For Strategy With 9 Year History



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NEW YORK – (BUSINESS WIRE) – Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management, recently launched the Rockefeller Climate Solutions Fund (RKCIX), seeking long-term capital growth by investing in focused companies on climate change mitigation or adaptation solutions across the spectrum of market capitalization. The fund, which was launched with almost $ 100 million in assets and several underlying investors, has been converted from a limited partnership structure with the same investment objective and a 9-year history. . In addition, the company has partnered with Skypoint Capital Partners as the Fund’s third-party wholesale marketing agent.

RAM, in collaboration with The Ocean Foundation (TOF), set the Climate Solutions Strategy nine years ago based on the belief that climate change will transform economies and markets by changing regulations, shifting preferences for ‘next-generation consumer purchasing and technological advancements. This global equity strategy deploys a high-conviction, bottom-up approach to investing in purely active companies with significant income exposure to key environmental sectors such as renewables, energy efficiency, water, waste management , pollution control, sustainable food and agriculture, health care, climate mitigation and support services. The portfolio managers have long believed that there are significant investment opportunities in these public companies producing climate change mitigation and adaptation solutions and that they have the potential to outperform the broader stock markets at long term.

The Rockefeller Climate Solutions Fund is co-managed by Casey Clark, CFA, and Rolando Morillo, who lead RAM’s thematic equity strategies, leveraging intellectual capital built from three decades of experience in environmental, social and investment investing. governance (ESG) of RAM. Since the inception of the Climate Solutions Strategy, RAM has also benefited from the environmental and scientific expertise of The Ocean Foundation, a non-profit organization dedicated to the conservation of ocean environments around the world. Mark J. Spalding, President of TOF, and his team serve as advisers and research collaborators to help bridge the gap between science and investment and contribute to strategies, idea generation, research and development. engagement process.

Rolando Morillo, Fund Portfolio Manager, says: “Climate change is becoming a defining issue of our time. We believe investors can drive alpha and positive results by investing in companies producing climate change mitigation or adaptation solutions with distinct competitive advantages, clear growth catalysts, strong leadership teams , and an attractive profit potential. ”

“RAM is committed to continuously reinvesting in its investment team and integrated ESG platform to support significant demand for its strategies, including thematic offerings like Climate Solutions, on a global scale. The original structure of LP was designed for the clients of our family office. After nearly a decade, we are excited to make the strategy accessible to a wider audience with the launch of our 40 Act fund, ”said Laura Esposito, Head of Institutional and Intermediate Distribution.

About Rockefeller Asset Management (RAM)

Rockefeller Asset Management, a division of Rockefeller Capital Management, offers equity and fixed income strategies using active, passive multifactor and thematic approaches that seek outperformance over multiple market cycles, guided by a disciplined investment process and a highly collaborative team culture. With over 30 years of experience in global investing and integrated ESG research, we combine our distinctive worldview and long-term investment horizon with in-depth fundamental research combining traditional and non-traditional insight-generating analyzes. and results not commonly found in the investment community. As of June 30, 2021, Rockefeller Asset Management had $ 12.5 billion in assets under management. For more information visit https://rcm.rockco.com/ram.

About the Ocean Foundation

The Ocean Foundation (TOF) is an international community foundation based in Washington DC, established in 2003. As the only community foundation for the ocean, its mission is to support, strengthen and promote organizations dedicated to turning the tide of destruction of oceanic environments. around the world. This model allows the foundation to serve donors (expertly manage a portfolio of grants and awarding), generate new ideas (develop and share content on emerging threats, potential solutions or better strategies implementation) and nurture the performers (help them to be as effective as they can be). The Ocean Foundation and its current staff have been working on ocean and climate change issues since 1990; on ocean acidification since 2003; and on issues related to “blue carbon” since 2007. For more information, visit https://oceanfdn.org/.

About Skypoint Capital Partners

Skypoint Capital Partners is an open architecture distribution and marketing platform providing capital distributors access to a highly selective group of active managers capable of generating alpha through proven investment discipline and selection. of higher titles. Skypoint’s platform uniquely aligns distribution and portfolio management, creating direct access to investment decision makers and keeping investors connected through a variety of conditions and business cycles. The company has offices in Atlanta, GA and Los Angeles, CA. For more information contact [email protected] or visit www.skypointcapital.com.

The material is for informational purposes only and should not be construed as a recommendation or an offer to buy or sell any product or service to which such information may relate. Some products and services may not be available to all entities or persons.

Alpha is a measure of the active return on investment, the performance of this investment against an appropriate market index. An alpha of 1% means that the return on investment of the investment over a selected period was 1% higher than that of the market during that same period; a negative alpha means that the investment has underperformed the market.

An investment in the Fund involves risks; main loss is possible. There can be no assurance that the Fund’s investment objectives will be achieved. The value of stocks and fixed income securities can fall dramatically over short or long periods of time. Further information on these risk considerations, as well as information on other risks to which the Fund is subject, is included in the Fund’s prospectus.

The Fund will focus its investment activities on companies offering products and services to mitigate or adapt to climate change. There can be no assurance that these themes will generate profitable investment opportunities for the Fund, or that the Advisor will be successful in identifying profitable investment opportunities within such investment themes. The Fund’s emphasis on environmental criteria will limit the number of investment opportunities available to the Fund compared to other UCIs with broader investment objectives, and as a result, the Fund may underperform funds that are not subject to similar investment considerations. Portfolio companies can be significantly affected by environmental considerations, taxation, government regulations (including increased compliance costs), inflation, increases in interest rates, price fluctuations and supply, increases in the cost of raw materials and other operating costs, technological advancements, and 3 competition from new market entrants. In addition, companies may share common characteristics and be subject to similar business risks and regulatory burdens. A drop in demand for climate change mitigation and adaptation products and services is likely to have a significant negative impact on the value of the Fund’s investments. As a result of these and other factors, the Fund’s portfolio investments are expected to be volatile, which may result in significant investment losses for the Fund.

The investment objectives, risks, charges and expenses of the Fund should be carefully considered before investing. The summary and the statutory prospectus contain this and other important information about the investment company, and can be obtained by calling 1.855.460.2838, or by visiting www.rockefellerfunds.com. Read it carefully before investing.

Rockefeller Capital Management is the trading name of Rockefeller & Co. LLC, the Fund’s advisor. Rockefeller Asset Management is a division of Rockefeller & Co. LLC, an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). The above registrations and memberships do not imply that the SEC has approved any of the entities, products or services mentioned in this document. Further information is available upon request. Rockefeller funds are distributed by Quasar Distributors, LLC.

Rockefeller Asset Management contacts

American investors, Laura Esposito, + 1-212-549-5212 [email protected]

US Media, Kelly Whalen, + 1-857-301-9936 [email protected]

Source: Rockefeller Asset Management


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