Unlocking the climate tech opportunity: Empowering MFOs and IFAs to drive change 

As the world works toward net zero, climate tech is having its moment—and it’s exciting. Why? Because tackling big challenges like the energy transition takes serious investment, and with that comes growth potential.

For Multi-Family Offices (MFOs) and Independent Financial Advisors (IFA), this isn't only about attractive returns - it’s about driving meaningful environmental impact. And that’s exactly what more and more clients, especially the younger generations, are looking for.

As wealth passes through to the next generation (an estimated $100 trillion over the next 25 years, according to Pitchbook) climate tech is becoming a must-have for MFO and IFA clients seeking to align purpose and returns. It offers a smart way to diversify and hedge against more traditional investments. It's a win for returns, a win for impact- and a win for the future.

But let’s face it: navigating this dynamic and fast-evolving sector can be complex,  even for experienced investors. There are more than 500 climate funds out there (and counting). And it’s not always easy and straightforward to spot the really good ones and build a diversified portfolio. That’s where Carbon Equity comes in. We provide a simplified path forward with our fund-of-funds model—cutting through the usual barriers and helping to lower risks along the way.

Common challenges in climate tech investing for MFOs and IFAs

Investing in climate tech can feel daunting, especially if you’re facing some of these key constraints:

1. Limited Resources
   MFO and IFA teams are tasked with covering a wide range of asset classes with limited resources. It’s difficult to dedicate resources to specialized areas like climate tech, where the learning curve is steep and the market rapidly evolving. Carbon Equity supports MFOs and IFAs with additional resources, aimed at enhancing your climate tech investment strategy. 
2. Balancing Fiduciary Duty with Innovation
   MFOs and IFAs have a strong fiduciary duty to prioritize solid financial returns. Making the exploration of newer, lesser-known sectors like climate tech a more delicate bet. Stricking the right balance between returns, risks and impact is a tight act, although this is where Carbon Equity’s experience and diversified model can bridge the gap. 
3. Limited Access to Top-Tier Funds
   The top-performing climate tech funds are often harder for smaller offices to access. Big players dominate the space, and access to US-based funds can be especially tricky for European MFOs and IFAs. Carbon Equity opens these doors through our large network of connections in the field and a recognized name. By pooling client investments into meaningful commitments, we unlock exclusive opportunities designed for financial returns alongside positive environmental impact.
4. Timing of liquidity
   In private equity, fundraising windows being tight timeframes are a real thing. If the timing isn’t right, even when you do get access to a top-performing fund, your clients still might not be able to participate because liquidity isn’t available at that exact time. Carbon Equity offers annual funds, allowing for more flexibility for your clients to invest when it suits them.

How Carbon Equity breaks down barriers for MFOs and IFAs

At Carbon Equity, we’ve developed a platform that helps MFOs and IFAs overcome these hurdles and step into the climate tech sector with confidence:

• Diversification: Research by Cambridge Associates shows that capital loss risk drops from 24% to 1.5% with investments in 7+ funds. That is why Carbon Equity funds typically include 7–10 climate tech funds, spreading risk across a diverse portfolio. In an evolving sector like climate tech, where predicting winners is challenging, this approach reduces risk and captures a broad range of opportunities, giving clients diversified exposure to the sector's transformation.
• Strategy alignment: Carbon Equity offers different options to fit different strategies. Our flagship Climate Tech Portfolio Fund targets emerging technologies, with high-growth breakthrough potential, while our Infrastructure Fund provides exposure to proven solutions with speedier impact and relatively lower risk.
• Low Minimum Entry Points: We understand that not all your clients are ready to commit large sums to a new asset class. Our low minimum investments enable you to test the waters with climate tech before scaling up allocations.
• Streamlined Onboarding & Reporting: We make the onboarding process and reporting easy, with an app that provides continuously updated portfolio performance. making it simple for MFOs and IFAs to provide transparency and track progress for multiple clients. Furthermore, Carbon Equity lightens the administrative load by requiring only two annual capital calls instead of continuous calls for each fund.
• Community and Education: We’re not just about investing! - Carbon Equity is committed to building a community of like-minded investors and providing ongoing education about the evolving climate tech market. We keep you and your clients on top of industry trends and emerging opportunities.

Enhance your clients’ existing portfolios, providing long-term wealth preservation with impact 

Carbon Equity’s diversified climate tech funds are designed to complement traditional asset classes, not replace them. Our annual fund-of-funds model allows for the gradual integration of climate tech investments. We offer an innovative yet measured addition to your portfolios, allowing for a strategic entry into a growing market segment. This not only provides the opportunity to hedge against outdated assets, depending on fossil fuels that are limited in resources, but also gives access to modern, high-growth investment themes that align with today’s economic trends and future needs.

As global demand for sustainable solutions increases, the companies and technologies that succeed in this space will play a critical role in the future economy. By positioning themselves in climate tech today, MFOs and IFAs can help their clients build long-term wealth while contributing to a legacy of positive environmental change.

At the end of the day, you are focused on long-term wealth preservation while balancing the evolving interests of your clients. Climate tech investments offer the opportunity to achieve both goals—preserving and growing capital while aligning portfolios with values-driven, sustainable investments. Carbon Equity’s climate tech funds offer more than just financial returns—they provide a pathway to impactful investing that resonates with clients who seek to balance profit, risk and purpose.

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The time to act is now 

The investment landscape is changing fast, and climate tech is at the forefront. For MFOs and IFAs, it's a unique opportunity to offer clients exposure to a growing sector that combines financial returns with meaningful contributions to the net zero economy of the future.

By partnering with Carbon Equity, you gain access to institutional-grade climate tech funds, diversify risk, and make it easy to introduce new investment options to your clients. Whether they’re looking to make an impact or just want exposure to emerging sectors, our approach helps balance both goals. And when clients invest through you, we offer a 10Bp management fee discount.

Don’t stay behind and join the 22+ MFOs already leveraging our expertise -  like MFO Rendtmeesters - and position your clients for success in the future economy. Building a legacy for change.