We believe investing behind societal needs and sustainability-related trends that are transforming businesses and economies can support our commitment to value creation and value protection. In certain asset classes, we aim to invest behind sustainability themes with macro tailwinds, such as the energy transition, educational opportunity, and workforce development.
*Includes capital invested in or committed to sustainability-focused investments from 2010 to December 31, 2024 by KKR funds and syndicated co-investments (including Global Atlantic’s sustainability-focused investments from 2015 to December 31, 2024). Relevant investments include the following sustainability-focused sectors: climate, environmental sustainability, education, workforce, cybersecurity and privacy, and inclusion.
A Thematic, Solutions-Orientated Approach to Scaling Impact
The Global Impact strategy focuses on opportunities where we believe we can help scale an existing business to deliver enhanced economic outcomes and impact. The strategy seeks to invest in leading companies where financial performance and positive impact are intrinsically linked and core to the company every step of the way. To do this, we:
• Focus on our four investment themes: Climate action, sustainable living, lifelong learning, and inclusive growth
• Identify opportunities to scale solutions to a locally relevant challenge linked to a United Nations Sustainable Development Goal ("SDG"), in collaboration with third-party experts
• Invest behind proven business models
• Measure and manage impact and sustainability performance
• Use active governance to encourage risk reduction and support operational improvements to drive value creation
KKR Global Climate Transition
Launched in 2023, KKR’s Global Climate Transition strategy seeks to invest in solutions that enhance the efficiency, productivity, resilience and business-relevant decarbonization across all sectors of the physical economy. Incubated within our infrastructure platform and powered by the cross-functional expertise of teams from across KKR, the strategy seeks to invest in growth infrastructure opportunities, which require significant amounts of capital.
A Systematic Climate Investing Framework
We developed a climate investing framework to seek to consistently evaluate the emission intensity and abatement potential of the opportunities we work on. To determine whether a company may qualify for an investment by Global Climate Transition, we evaluate whether the company can achieve risk-adjusted returns and whether the climate solution aligns with the the following principles:
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RelevantThe investment is relevant by addressing GHG emissions in sectors critical to advancing the energy transition, such as energy, transport, heavy industry, or agriculture
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SignificantThe investment can produce significant decarbonization outcomes, such as directly reducing GHG emissions in a high-emitting sector or scaling climate solutions critical to decarbonization pathways
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CredibleThe solution is credible and the climate outcomes can be measured and reported against third-party frameworks and standards
Refer to the Cautionary Statement in the Sustainability Report for important disclosures regarding KKR’s sustainability-related initiatives, policies, and procedures.
