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Helping Investors Plug Into the Clean Energy Transition

Fiduciary Trust International Offers Guide to Opportunities and Risks Presented by Shift to Affordable, Secure, and Clean Energy

Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has published Plugging into the Energy Transition: Harnessing Clean Energy Investments from Emerging Technologies to Proven Solutions, a multimedia resource for portfolio managers and investors. This guide provides the knowledge and insights needed to navigate the global economic shift to renewable energy sources—and offers a framework to help better understand the range of investment opportunities presented by clean energy and related technologies.

“We have created this resource to help investors and portfolio managers explore the investment opportunities we believe will be created as capital is deployed to bring about a meaningful shift to clean energy,” said Ron Sanchez, CFA, chief investment officer of Fiduciary Trust International. “This is shaping up to be one of the most consequential economic transformations in modern times, and we map out how investors who position their portfolios appropriately may be rewarded.”

Plugging into the Energy Transition (https://www.fiduciarytrust.com/insights/energytransition) offers articles and videos focusing on:

  • The Energy Transition’s Major Investment Themes
  • Building an Energy Transition Portfolio
  • “Greening” the Grid: Generate More Electricity Using Clean Power
  • “Greening” the Grid: Store Clean Power to Reduce Intermittency
  • Electrification of (Almost) Everything: The Shift to Electric Alternatives
  • Industrial Decarbonization: Capturing Carbon Emitted by Heavy Industry and Removing Carbon from the Atmosphere
  • Industrial Decarbonization: Green Hydrogen’s Potential as a Green Swiss Army Knife

“This summer’s record-breaking temperatures around the globe reinforce the urgency of limiting greenhouse gas emissions—which requires the transition from a global economy powered by fossil fuels to one driven by renewable energy,” said Frances Aderhold, sustainable investing research analyst at Fiduciary Trust International, and the lead author of Plugging into the Energy Transition. “Our report highlights the significant investment opportunities we believe the acceleration toward clean energy, electrification, and decarbonization will create. This evolution is relevant to every investor—and we drafted this guide to help our clients understand how these themes may shape the investment landscape in the years to come.”

McKinsey & Co. estimates that the shift toward affordable, clean, and secure energy will generate between $9 trillion and $12 trillion in annual revenue by 2030. In addition, the International Energy Agency estimates that the transition from fossil fuels to renewable energy will require at least $4 trillion in annual investments by the end of the decade. Fiduciary Trust International’s Plugging into the Energy Transition outlines the opportunities that exist in private markets, where venture capitalists, real asset investors, and private equity firms can build targeted investment portfolios seeking to capitalize on grid modernization, green hydrogen, and other climate-related themes. The guide also explores the public market landscape, where many corporations are seeking to position their businesses for a low-carbon future.

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $94 billion in assets under management and administration as of June 30, 2023, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, San Francisco, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and Twitter: @FiduciaryTrust.

About Franklin Templeton

Franklin Resources, Inc. [NYSE: BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 155 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,300 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and over $1.4 trillion in assets under management as of June 30, 2023. For more information, please visit franklintempleton.com and follow us on LinkedIn, Twitter and Facebook.

Copyright © 2023. Fiduciary Trust International. All rights reserved.

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