home

wealth manager comment

Stress relief

Achieving a closed water cycle promises unlimited volumes of freshwater, but investment is required to recognise its full potential

There is projected to be a 40% gap between water consumption and supply by 2030. Today as a society, we consume more freshwater than is available. At current consumption rates, by 2025 two-thirds of the world’s population will face water shortages, according to Unicef.


This trajectory risks displacing large populations, affecting livelihoods and adding to environmental stress. However, we also know the Earth has sufficient water supplies, so long as they are used sensibly and reused or recycled.


The global water challenge

Access to clean water is one of the most pressing challenges we face. Water scarcity, flooding and inadequate water management impedes social and economic development. Over the past 25 years, the amount of fresh water available worldwide has fallen due to pollution, climate change, increased urbanisation, poor water infrastructure and overuse. At the same time, the demand for water is increasing at an unprecedented rate.


There is sufficient fresh water on the planet for everyone to have access to clean and accessible water and yet the reality for millions of people across the globe is water scarcity, poor water quality and inadequate sanitation. Since 1990, 2.1 billion people have gained access to improved water sanitation, according to the United Nations. However, it is projected that by 2050, at least one in four people will be affected by recurring water shortages.

Wastewater and seawater have long been considered potential sources of freshwater, with emerging technologies aimed at facilitating reuse and recycling. Humanity is polluting water faster than nature can recycle and purify rivers and lakes. Achieving a closed water cycle promises unlimited volumes of freshwater, but investment is required to recognise its full potential. Investment in water purification technology is essential to ensure access across the developing and developed regions.

Phoebe Stone

Partner and head of sustainable investing, LGT Wealth Management

Humanity 
is polluting water faster than nature 
can recycle and purify rivers and lakes’

40%

Projected  gap between water consumption and  supply by 2030

Source: Unicef

2/3

Share of world’s population that will face water shortages by 2025

Source: Unicef

Investing in water sustainability

Within our sustainable data tool, we assess water consumption and water usage, as well as the water stress levels in which the company operates. This analysis helps to build a picture of the water stress exposure and the risk management for the underlying businesses. Water stress exposure refers to the ability, or lack thereof, to meet demand for fresh water, including both the access to physical water supplies and the quality of the water available.


We also evaluate water risk, meaning the possibility of an entity experiencing a water-related challenge such as droughts and flooding, and the company’s own management of water supplies through water risk management practices. The materials (including metals and mining), utilities and energy sectors are the top three most water intensive sectors, meaning they are most likely to face above-average water availability challenges.


Countries currently experiencing the highest level of water stress, and those predicted to do so by 2050, include north African countries such as Egypt, the Middle East and some Asian countries, such as India and Pakistan.


Water risk data points are integrated into our in-house sustainability rating tool to evaluate the sustainability profile of investee companies. Additionally, within the sustainable portfolios we manage for our clients, we seek to invest in solutions for water treatment and purification to address water scarcity and improve development standards.


As water stress is an issue that is likely to increasingly impact companies and countries globally, the role of these businesses will become more critical.

next

home

Powered by Ceros

Stress relief

Achieving a closed water cycle promises unlimited volumes of freshwater, but investment is required to recognise its full potential

40%

2/3

Humanity 
is polluting water faster than nature 
can recycle and purify rivers and lakes’

wealth manager comment

home

home

top

next

There is projected to be a 40% gap between water consumption and supply by 2030. Today as a society, we consume more freshwater than is available. At current consumption rates, by 2025 two-thirds of the world’s population will face water shortages, according to Unicef.

Investing in water sustainability

Projected  gap between water consumption and  supply by 2030

Share of world’s population that will face water shortages by 2025

Phoebe Stone

From sea to tap

Holly Downes speaks to LGIM’s Rob Martin about the rapidly growing desalination market

home

Q&A

As stress becomes more common, particularly 
in emerging economies, desalination plants help lessen the impacts of 
water scarcity 
in these regions’

Investors must recognise the importance of investing in the desalination market in helping increase water security in all regions, according to Rob Martin, global head, investment strategy and research at Legal & General Investment Management (LGIM).

Rob Martin, global head, investment strategy and 
research, Legal & General Investment Management

Click here to read 
Rob Martin’s biography

Click to read 
how LGIM’s Clean Water ETF gains exposure 
to desalination

Rob Martin is global head of investment strategy and research for LGIM Real Assets. 
He leads the formation of market and thematic views, with an emphasis on long-term drivers including ESG, and supporting their integration into portfolio strategy. He is 
also responsible for performance assessment and analysis for real assets managed portfolios, driving the selection of objective reference points against which to assess investment performance and extracting value from performance data. Rob joined 
LGIM in October 2006 from Hammerson, where he held the role of head of research. Prior to that he was an economist with the CBI, and previously spent three years in 
a consultancy role in the oil and gas industry.

‘Desalination is more attractive as it becomes more cost-competitive, 

The L&G Clean Water Ucits ETF has a greater focus on water technology and digital solution providers, which are expected to play a key role in shaping the future landscape of water and creating the solutions to manage water more efficiently. Our investment process combines active research and actively designed investment strategy, leveraging the expertise of third-party experts to obtain a starting universe across all size levels with a higher purity to the clean water theme.

home

top

next

A bigger splash

The sustainable segment of the global equity market continues to outshine its traditional counterparts. Square Mile’s Louis Selby shares some products with water exposure that are making an impact

Managed by Jason Goins, this global equity fund seeks to provide long-term returns (income and capital appreciation) while investing in companies that offer sustainable solutions to environmental and social challenges. More specifically, the manager targets investments in companies that improve access to and quality of basic life essentials, reduce inequality and mitigate the effects of climate change.

Last year was a testing time for global equity funds. Against the backdrop of geopolitical uncertainty driven in part by the ongoing Russian full-scale invasion of Ukraine and the situation in Gaza, global markets have been affected by both political and economic uncertainty. In addition to geopolitical factors, global equity fund managers have also had to battle against lower-cost passive funds in an environment that has provided strong tailwinds for large-cap indices.

Wheb Asset Management continues to be at the forefront of impact investing within the global equities space, and its flagship product, Wheb Sustainability, embodies all that the group believes. With nine core sustainability themes, of which water management is one, manager Ted Franks says companies that derive greater than 50% of their revenue from one of their nine themes will ultimately enjoy structural growth and will see relative resilient profitability.

Performance in 2023: fund 13.9%; sector 12.5%. Source: Refinitiv Lipper

Performance in 2023: fund 6.9%; sector 12.5%. Source: Refinitiv Lipper

Luciano Diana, Gabriel Micheli and Yi Du, the managers of the Pictet Global Environmental Opportunities fund, aim to outperform global equity markets over the long term through investing in businesses that contribute to alleviating nine environmental areas highlighted within a 2009 academic study called the Planetary Boundaries Framework. As part of the team’s environmental impact analysis, only companies that derive greater than 20% of their revenue from one of the following themes are considered eligible for investment: renewable energy; energy efficiency; dematerialised economy; sustainable agriculture and forestry; water supply and technologies; waste management and recycling; and pollution control.