The Future of Energy is Clean
The Duff & Phelps Difference
Duff & Phelps’ proven history in utilities and energy investment, spanning more than eight decades, provides the Firm with a specialized perspective on clean energy that is informed by experience. The Firm has witnessed and participated in every major evolution of the utility and energy generation and delivery process since 1932, and understands that the energy sector is beginning another major shift.
The Duff & Phelps Global Clean Energy Strategy provides a diversified, actively managed portfolio of clean energy holdings that includes what we believe to be the best clean energy producers, technology & equipment providers, and transmission & distribution companies.
Our Clean Energy Philosophy
Companies have been adapting to meet the energy needs of consumers for decades. Today, consequential investments being made are in clean, renewable, and sustainable companies and technologies that will power the energy needs of the future. By owning a portfolio of what we believe are the best-positioned Utility, Industrial, Technology, and Energy companies that lead in clean and sustainable energy, investors may attain total return through capital appreciation and current income. Duff & Phelps has the advantage of sitting at the intersection of clean energy technology providers and users. We leverage this unique vantage point when conducting research along every part of the clean energy value chain, and further benefit by our strong relationships with management teams. We are investing in innovation where it is most commercially proven.
We believe our comprehensive philosophy and process will attain attractive risk-adjusted returns, while providing our investors exposure to clean energy in a manner that is balanced and diversified among geographies, sectors, and technologies.
Clean Energy Drivers
- Policy: Governments across the world are increasing targets for renewable energy. Policies at the local level are increasing including growing state-by-state renewable portfolio standards (RPS) and clean energy laws.
- Demand: Electrification and electric vehicles (EVs) could substantially increase overall electricity demand. There is corporate demand from many of the largest global corporations, including a significant number that have committed to going 100% green.
- Cost Curve: Improvements in technology are making clean energy cost-competitive with traditional forms of energy generation.
Source: U.S. Energy Information Administration (EIA)