Explaining and Exploring Sustainable Investment - Flipbook - Page 12
Enhancing digital security
As more of our lives and critical services are carried out online, we
need to protect the data from theft. Digital security helps to make this
growing area of the economy secure. Palo Alto Networks provides
technology to protect our digital way of life. Its firewall product is
consistently rated the best by Gartner and the company achieves
very high customer satisfaction scores, giving us confidence it
will succeed in making online information available only to those
permitted to see it.
Increasing electricity generation from
renewable sources
Substituting coal-intensive fossil fuel electricity generation with
renewable power sources reduces carbon emissions as well as
providing a cost-effective means in some off-grid situations to
connect people to cheaper, more reliable power sources. US
Solar Fund PLC is a London-listed renewable electricity generation
company that builds new and operates existing solar farms in the
US. Solar is becoming an increasingly cheap source of electricity
generation, which can now outcompete natural gas derived from
fracking on economics.
Connecting people
We believe access to easy communication tools and information,
increasing amounts of which are online, is a positive requisite
for a more sustainable economy. Helios Towers is the owner and
operator of telecom infrastructure assets. The company’s assets are
in high-growth African markets and its strategy is to grow assets in
underserved markets and contribute to providing reliable access to
communications in these countries.
12 - Liontrust: Explaining and exploring sustainable investment
Improving the efficiency of energy use
We see many ways of making energy cheaper by reducing wasted
energy while also reducing emissions through more efficient use.
This cuts across many areas of the economy and includes building
insulation, efficient lighting, energy-efficient climate control, travel
and industrial processes. SDCL Energy Efficiency Income Trust
PLC invests in projects or assets that reduce the amount of energy
wasted, thereby cutting energy bills for users and emissions. The
projects owned cover a broad range of technologies globally, such
as combined heat and power providing efficient heat and backup
power to a London Hospital and recycling waste gas technologies
used in steel smelting in the US to make it more energy efficient.
