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Climate risk impacts our environment, societies and economy 11\n2. Global climate action gains momentum and puts pressure on economy 14\n3. Deep Dive: The European policy approach 16\n4. The economy will play a major role in implementing climate ambitions 21\n5. 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The public market is doubling down on ESG and climate opportunities and their return profiles", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:08.679+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "243e4a73-e9c2-47a7-b337-197c4803f42f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.33 }, "kind": "list", "text": "2. 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The roles of different asset classes in the climate transition", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:08.679+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32a94cd4-d7e4-49d6-8bea-8699f96eab07", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.5 }, "kind": "list", "text": "3. 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Every tenth of a degree matters a lot, and it is the cumulative CO2 emissions which count.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:09.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5076a9a-4905-4885-b42e-ba06ff944aaf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "4 - THE MARKET OPPORTUNITY: CLIMATE ALIGNMENT IS EXPECTED TO BECOME INCREASINGLY VALUABLE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:09.778+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0ea062c-b4fc-4f0b-8f2d-785c9aba05a4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "tension", "title": "The slide combines a narrative on global emissions with a specific focus on EU economic damages from climate events.", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 96, "componentCount": 9, "textChars": 1831, "nDataPoints": 123, "notes": "The slide combines a narrative on global emissions with a specific focus on EU economic damages from climate events.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:28:11.95+00", "seconds": 4.645, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-0639-7395-b0ce-6cbd2302ef78/12", "deck": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78", "deckAnchor": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78#slide-12", "deckJson": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.4, "x": 0.52, "y": 0.26 }, "kind": "callout", "text": "b. Our inaction already comes at a cost to today's economy", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a37b3f7-4ca9-4a99-ba65-de550954aff7", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.85, "x": 0.08, "y": 0.6 }, "kind": "chart", "text": "Stacked bar chart showing annual economic damage in EUR billion from 1980 to 2020, categorized by event type.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6819bbbf-673e-453d-92ff-ce57edfcdec4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.08, "y": 0.87 }, "kind": "legend", "text": "Climatological events, Hydrological events, Meteorological events", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd8b157a-d8a8-48dc-b20a-504d336d2635", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.08, "y": 0.11 }, "kind": "paragraph", "text": "In 2019, global net emissions of GHG emissions reached 59 billion tonnes of CO2 equivalent (GtCO2e). This represents a 12% increase compared to 2010 and a staggering 54% increase compared to 1990. The good news: The annual growth rate of GHG emissions slowed from an average of 2.1% per year between 2000 and 2009 to 1.3% per year between 2010 and 2019. The largest share of emissions with the highest growth rate originated from fossil fuel combustion and industrial processes, followed by methane.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "534d86df-2ffd-4417-8ada-a8af497db8db", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.52, "y": 0.32 }, "kind": "paragraph", "text": "On top of its impact on the environment and societies, the climate crisis also impacts our economy. Climate-related extreme events have already caused $1.3 trillion worth of damage over the past decade alone. In the EU, climate-related damages of the last decade amount to €145 billion, according to a study by the European Environment Agency (EEA). The EEA study (2017) states that weather and climate-related extremes accounted for approximately 80% of the total economic losses attributed to 'natural hazards' and are projected to increase in the future.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54c8f76b-cad5-46ac-810c-4b147a783112", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.08, "y": 0.26 }, "kind": "paragraph", "text": "According to the report, the only way to stop global warming will require all sectors to undergo a rapid decarbonisation transformation. Even with radical reductions in emissions, a discernible slowdown in global warming will take around two decades. The losses and damages incurred are projected to worsen with each incremental increase in global temperatures.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.95+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b26ab009-311d-45ee-ae03-394d323e73ba", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.65, "y": 0.91 }, "kind": "source-note", "text": "Source: IPCC, AR6 Climate Change 2023, 2023", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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"loops": [], "locked": true }, { "page": 13, "type": "analysis", "title": "The table compares GDP impact across four temperature scenarios for World and Europe regions.", "function": "analyze_data", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 6, "textChars": 793, "nDataPoints": 8, "notes": "The table compares GDP impact across four temperature scenarios for World and Europe regions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:28:11.044+00", "seconds": 3.526, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-0639-7395-b0ce-6cbd2302ef78/13", "deck": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78", "deckAnchor": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78#slide-13", "deckJson": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.8, "x": 0.1, "y": 0.44 }, "kind": "chart", "text": "Simulating for economic loss impacts from rising temperature in % GDP, relative to a world without climate change", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "table", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b57c132-d777-41b0-8ba5-d902d761bb25", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.8, "x": 0.1, "y": 0.91 }, "kind": "other", "text": "Source: Swiss Re, \"Economics of climate change risks threaten millions of jobs\", 2021.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.044+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d91c50b-a1a9-438d-a3ce-18c6bdbc40cd", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.1, "y": 0.16 }, "kind": "paragraph", "text": "In the future, the global economy stands to incur much bigger losses resulting from climate change, if we don't start to act. 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The European Green Deal (2020), a comprehensive and ambitious plan to achieve climate neutrality by 2050, lays the foundation for a sustainable and competitive net-zero transition.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c14f2f87-ab6f-46c0-b446-080861f26ff2", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "The European Climate Law is being complemented by three additional policy packages: Fit for 55, REPower EU, and the Green Deal Industrial Plan.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f82ad208-53d0-4c3f-bbb0-164894a0e125", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.14 }, "kind": "quote", "text": "We, Europeans, are excellent at making science with money. But we are not so good at making money out of science.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:11.57+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f5d19bc-b515-4d8d-901e-af2f7266bba4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.43, "x": 0.52, "y": 0.81 }, "kind": "quote", "text": "For policymakers, clean technologies are not only about climate anymore. 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Regulation: Create a conducive and streamlined regulatory environment to enable a fast up-scaling of the net-zero industries. 2. Funding: Provide funding for net-zero industries through a temporary adaption of state aid rules and improved access to EU resources. 3. Skills: Ensure that skills growth across all sectors keeps pace with technological innovation. 4. 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It is based on four pillars: A predictable and simplified regulatory framework, speeding up access to finance, enhancing skills, and open trade for resilient supply chains. It also includes an electricity market reform to ensure low-cost electricity for green industries and a Critical Raw Materials Act to ensure access to input materials required to manufacture key technologies. The EU also set a 2030 target of producing at least 40% of the clean technologies, like solar power and wind, needed to achieve the net-zero transition. 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Improvements in energy efficiency, increased utilisation of renewable energy sources, and a switch away from coal-based generation were cited by Eurostat as major contributors to this trend.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:12.096+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69578218-84ad-4578-b5f0-c3f374615f86", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.66 }, "kind": "quote", "text": "Europe is increasing its efforts to create a level playing field for European and international companies. 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However, those companies that adapt to the new environment and take an active role in the climate transformation also have the opportunity to benefit from their leadership.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:17.056+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c3e5664-3d34-4ee4-a28e-6ab0e3cc40e3", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.42, "x": 0.53, "y": 0.05 }, "kind": "paragraph", "text": "The current lack of funding presents a significant barrier to progress according to the IPCC report. While global climate finance flows have increased, the report highlights that funding for fossil fuels still surpasses that of climate adaptation and mitigation. It emphasises that there is enough global capital available to close investment gaps, but barriers hinder its utilisation for climate action. The report also suggests that reducing these barriers would require clear signalling and support from governments. This includes public financing, as well as decreased regulatory market barriers and stronger alignment of public and private financing. In addition to this, central banks, investors, and other financial actors can also play a role in changing the underpricing of climate-related risks and reducing disparities between available funds and required amounts. This way, perceived risks of climate investments for private investors could be decreased. 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Financing can be a critical enabler to accelerate climate action", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:17.056+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6a90c36-2c48-45b1-a706-1b1c5db7b1d0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.42, "x": 0.05, "y": 0.7 }, "kind": "paragraph", "text": "While companies need to cope with the new environment, financing is a \"critical enabler\" to accelerate climate action and can incentivise private investors to double down on their investments. GDIP and IRA are currently leading with commitments of €1 trillion and €337 billion (potentially up to €700 billion), respectively. Unfortunately, global climate funding still falls short, compared to what is needed to reach our climate targets. 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As outlined above, regulators will increasingly close this action gap. Delaying action has severe economic costs, with climate-related damages reaching trillions of dollars and projected losses in global GDP of up to 25%. While climate action puts significant pressure on the private sector to adapt to the new environment, it also includes a significant upside. Beyond our findings above, all major market influencers - from Goldman Sachs, to Morgan Stanley, to Blackrock, to McKinsey, to BCG - agree that climate solutions will be a multi-trillion dollar market by 2030.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:48:12.465+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e061387b-3649-46ee-a506-1fa3a781a98a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.5, "x": 0.45, "y": 0.59 }, "kind": "source-note", "text": "Source: BloombergNEF, “Energy Transition Investment Trends 2023”, 2023", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Investors that support climate action could benefit from capturing this opportunity.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:14.073+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb122d55-4b5b-4ef6-9a02-80281695bf24", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.8, "y": 0.95 }, "kind": "source-note", "text": "Source: PwC AWM '22", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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The researchers found that, all other things being equal, green firms outperform brown firms when there are unexpected increases in climate change concerns. Furthermore, they found that the conditional exposure to shocks in climate change concerns is, for most industries, the same for firms belonging to the same industry, and apply even to firms that do not disclose their greenhouse gas emissions.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:56:35.522+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22a69de4-864e-4c19-9129-4f99108c1aa8", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.84, "x": 0.08, "y": 0.7 }, "kind": "paragraph", "text": "Within the above mentioned MSCI study from 2021, another studied transmission channel was climate policies. The above heatmap shows the current climate pledges with respect to the current emission. The key finding was on geographic exposure as a proxy for climate policy risks. Their segmentation included the US, Developed Markets without the US - Europe is roughly 75% of this group - and Emerging Markets. They found evidence of geographic exposure as a climate risk driver particularly rewarding companies with stronger carbon performance outside of the US. The study reflects the impact of President Trump's more relaxed climate policy approach, as well as Europe's leading positioning in climate ambition. 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The role of science to support allocation decisions towards climate alignment. Within a given asset class, there is still a manifold of climate-related opportunities that have sprung up over the last few years. Hence, careful selection is key.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:19.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39cd4cf7-689e-4bfc-91f5-bed95a2e28d8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.03 }, "kind": "paragraph", "text": "Due to market uncertainty resulting from the Ukraine invasion, global investment funds saw a sharp outflow of assets. However, in the second half of 2022, while non-ESG funds faced net outflows of $158 billion, ESG funds added $63 billion.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:19.427+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d87d3f3-7947-4a4d-91b7-92b48a2ade6b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.5 }, "kind": "paragraph", "text": "Return outlook: Because ESG funds often allocate a higher concentration to volatile technology stocks, they often exhibit a higher beta to the market... 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"canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:21.72+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a298d1d9-2379-4e53-b680-afa8fcdb48e7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "paragraph", "text": "As described above, when including a scientific approach - such as the Climate Performance Potential - into the investment decision-making process, investors get the chance to uncover attractive investment spaces.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of 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Such a thesis-driven approach allows consistency across the portfolio, which is a key theme for dedicated climate investors.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:21.72+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dde5cf3f-8696-4814-a7c4-2ab060ede63c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "3. Sectors through the lens of climate performance potential", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:21.72+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ed7dab4-3d0d-4214-8933-ef9f4135da26", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "1738c2e4-49f2-40de-becd-a9b80f8ebb58", "evidence": "Comparison of emissions vs investment allocation", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:28:21.72+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [ { "to": 53, "from": 49, "loop": { "name": "53_jobs_to_be_done", "slug": "53-jobs-to-be-done", "status": "active", "bestFor": "Product innovation, market entry, competitive positioning", "canonId": "019dd956-7b6c-7594-b5b3-eecbe0ab48e8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Customer's Job -> Current Solutions (Hired/Fired) -> Unmet Needs -> Our Solution Fit", "description": "Reframe the problem around what the customer is trying to accomplish, not what they're buying", "familyLabel": null }, "matchId": "e1cb8e53-7762-438d-8826-a01db467c541", "evidence": "The document provides sector-specific insights and case studies, such as investing in food, agriculture, and land use", "position": 1, "objective": "Exploring investment opportunities in specific sectors", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:19:02.534121+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 50, "type": "appendix", "title": "The slide is text-heavy, functioning as a detailed case study report page.", "function": "illustrate_case", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 97, "componentCount": 18, "textChars": 3879, "nDataPoints": 9, "notes": "The slide is text-heavy, functioning as a detailed case study report page.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:28:24.969+00", "seconds": 6.178, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-0639-7395-b0ce-6cbd2302ef78/50", "deck": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78", "deckAnchor": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78#slide-50", "deckJson": "/decks/019f6b8f-0639-7395-b0ce-6cbd2302ef78.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.35, "x": 0.53, "y": 0.2 }, "kind": "paragraph", "text": "Alternative proteins are also increasingly supported by government funding, as policymakers acknowledge their role in food security, environment protection, and as a boost for the global economy.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "052006fb-72f1-4da1-acc9-fa16897a4637", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.12, "y": 0.87 }, "kind": "paragraph", "text": "The shift to fermented, plant-based proteins and cultivated meat could cut up to 6.6Gt of emissions. Additionally, this shift has the highest per dollar leverage of any sector, with an estimated 4.4 kgs of CO2 saved per dollar invested.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bbac5f2-aaee-4a5c-b4c5-7a4f1fcb3e5d", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.35, "x": 0.12, "y": 0.61 }, "kind": "paragraph", "text": "Therefore, one of the main trends is a shift away from animal based food to alternatively produced proteins. From a systems perspective, animal agriculture is hugely inefficient by wasting caloric energy, water, and land resources in the process of transforming plants through an animal into a dish.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c13dfd7-d672-4b87-89b6-f73e3cd47e6b", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.35, "x": 0.53, "y": 0.48 }, "kind": "paragraph", "text": "Products based on most used proteins like soy and pea face limits in their functionality. They have a distinct off-taste that needs to be covered by flavour-enhancing additives and are dependent on other additives like methylcellulose or heavy processing to get to the desired texture.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bc7577b-de56-4dab-ba1e-6eb66fc4d89e", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.35, "x": 0.53, "y": 0.66 }, "kind": "paragraph", "text": "Many companies struggle with the challenge to simultaneously excel on technology and branding, which hinders their ability to scale. In order to overcome these challenges, the Good Food Institute (GFI) sees a clear innovation agenda that needs to be addressed including infrastructure investments, B2B offerings, technical advancements, perfecting tasty, crave-able products with nutritional", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "580b0f6f-0af9-4eb8-91fb-6406e53b40cb", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.35, "x": 0.53, "y": 0.58 }, "kind": "paragraph", "text": "This negatively impacts pricing and how clean the label is, which are both important factors influencing consumers' decision. Another major bottleneck in the alternative protein market is production capacity of alternatives beyond pea and soy.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d596997-b935-461c-b522-474e8bdb28da", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.53, "y": 0.41 }, "kind": "paragraph", "text": "Consumer acceptance of meat alternatives is hindered mostly by the preference for real meat (51%), taste (27%), price (25%), the products being too processed (21%), and texture (20%).", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c5910de-d14e-4008-86f4-fff32278f885", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.12, "y": 0.4 }, "kind": "paragraph", "text": "Regarding the former, it will be crucial to introduce an efficient and regenerative agricultural system, while on the latter, especially alternative protein sources will play a significant role.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7526eed8-2bf2-4e52-a147-5e1b31015350", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.53, "y": 0.14 }, "kind": "paragraph", "text": "This is three times greater leverage than the next-highest emitting sector. The global market size is expected to be $267 billion by 2030, 3.6x what it was in 2020.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "775c2076-51eb-4d53-abd9-cf3ce2f4122f", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.35, "x": 0.12, "y": 0.71 }, "kind": "paragraph", "text": "It has been the primary driver of deforestation in numerous parts of the world that want to keep up with the supply of crops and cattle. Unless stopped, much of the Amazon forests could desertify, releasing >50 Gt of carbon into the atmosphere in 30 to 50 years and triggering irreversible climate tipping points.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b48854e-68fe-4c7f-908a-a44b629da74a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.12, "y": 0.52 }, "kind": "paragraph", "text": "The reduction of the consumption of food that has a detrimental impact on the environment, such as meat or cocoa, has a direct positive impact on our environment. However, it is important to not neglect the broader importance of a healthy balanced diet, which includes the need for proteins.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bde1c77-3c9a-4b0c-ab2c-d764e487a369", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.35, "x": 0.12, "y": 0.28 }, "kind": "paragraph", "text": "The food, agriculture and land use sector accounts for 22% of global emissions. Additionally, the sector also uses 70% of global freshwater and 50% of habitable land. The two areas that need to change the most to reduce the cost to the environment are our approach to agriculture and the selection of food we consume.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:28:24.969+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e8521e7-bd4d-4807-a047-dbd0aded9431", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.53, "y": 0.32 }, "kind": "paragraph", "text": "Established alternatives like plant-based have gained market share over recent years. Still, customers of these products are mostly higher-income, higher-educated customer groups. 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