Renewable & Sustainable Energy Investments

€3.0 Billion Strategic Allocation to the Global Energy Transition: Renewable and sustainable energy is a core long-term pillar of the portfolio, supported by a €3.0 billion allocation focused on the transition to cleaner, more resilient energy systems. The strategy targets value across the decarbonization chain, driven by climate policy, regulatory support, corporate commitments, and declining costs in renewable technologies. Capital is balanced between stable, infrastructure-backed assets—such as solar, wind, hydro, and storage with long-term contracts—and selective exposure to emerging technologies like advanced storage and grid modernization. .

€2B

Strategic Allocation

€650M+

Recorded ROI

20M

Lives Impacted

Solar Energy Infrastructure – €1.1 Billion

Capital is primarily deployed into utility‑scale and selected commercial and industrial (C&I) solar projects, including ground-mounted, rooftop, and solar‑plus‑storage installations. Investments focus on assets supported by long-term power purchase agreements (PPAs), feed‑in tariffs, or regulated frameworks, often with investment-grade counterparties. The objective is to capture predictable, inflation‑linked cash flows underpinned by the continued decline in solar levelized cost of energy (LCOE) and the increasing competitiveness of solar in global generation mixes.

Wind Energy (Onshore & Offshore) – €850 Million

This sleeve targets both onshore and offshore wind platforms across established and select emerging markets. Capital is allocated to operating and late-stage development projects with contracted or quasi‑regulated revenue structures, as well as to high-quality developers and operators with robust pipelines. The strategy aims to benefit from strong policy support, resource quality, and scale efficiencies that drive attractive risk‑adjusted returns and long asset lives.

Energy Storage & Grid Modernization – €500 Million

Investments in this segment focus on battery energy storage systems (BESS), grid-scale storage, and technologies that enhance grid flexibility, resilience, and integration of intermittent renewables. Capital is directed toward storage assets with contracted revenues, capacity payments, or ancillary services income, as well as grid modernization initiatives such as advanced transmission, distribution upgrades, and digital grid solutions. This allocation is designed to capture value from the increasing need for system balancing, peak shaving, and grid stability.

Green Hydrogen & Emerging Clean Technologies – €350 Million

This allocation provides selective exposure to next-generation decarbonization solutions, with a primary emphasis on green hydrogen value chains (electrolyzers, renewable‑powered hydrogen production, storage, and transport) and complementary emerging technologies. Capital is deployed into platforms and projects with credible pathways to commercial scale, supportive policy frameworks, and strong industrial or offtake partnerships. The objective is to gain early exposure to high‑potential technologies that can play a critical role in hard‑to‑abate sectors over the medium to long term.

Electric Mobility & Charging Infrastructure – €200 Million

This sleeve targets infrastructure and platforms that enable the electrification of transport, including public and private charging networks, depot and fleet charging solutions, and selected enabling technologies and services. Investments are focused on business models with visibility on utilization growth and recurring revenues, supported by rising electric vehicle (EV) penetration, supportive regulation, and corporate fleet decarbonization commitments.

POrtfolio

Capital Appreciation

In addition to generating current income, the allocation is positioned for long-term capital appreciation through asset revaluation as demand for contracted renewable projects drives yield compression and higher valuations, the development and monetization of strong project pipelines within scalable platforms, and continued expansion across developed and emerging markets as renewable adoption increases and capacity scales globally.

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Inflation-Linked Revenue Structures

Many renewable investments benefit from inflation-linked features that help preserve real returns over time. Revenues from PPAs, feed-in tariffs, and regulated frameworks are often indexed to inflation, allowing pricing to adjust accordingly, while certain infrastructure assets can pass through cost increases or update tariffs periodically. Additionally, the long-lived, capital-intensive nature of renewable and grid infrastructure provides real asset characteristics that support purchasing power over extended holding periods.

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Governance & Oversight Framework

Renewable energy investments are managed within a disciplined governance framework focused on stability, capital protection, and long-term alignment. This includes ongoing monitoring of regulatory and policy developments, careful assessment of contract counterparties, and continuous tracking of asset performance to ensure reliable cash flow generation. Geographic diversification helps mitigate country and policy risks, while regular liquidity analysis supports flexibility in refinancing and exit strategies. Scenario and sensitivity testing are also applied to evaluate performance under varying market conditions. Together, these measures ensure resilient, well-managed exposure while allowing the portfolio to adapt to evolving market, regulatory, and technological changes.

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Infrastructure-Based Income

A core component of returns is derived from long-term, contracted cash flows associated with renewable energy and grid-related assets:
Renewable and sustainable energy represents a core long-term pillar of the portfolio, supported by a €3.0 billion allocation positioned to capture value across the global transition to cleaner, more resilient energy systems. Driven by supportive policy, corporate decarbonization, and declining technology costs, the strategy spans the full decarbonization value chain. Capital is balanced between infrastructure-backed assets—such as solar, wind, hydro, and storage with long-term contracted revenues—and selective exposure to emerging technologies including advanced storage, grid modernization, and low-carbon fuels. This integrated approach is designed to deliver stable income alongside long-term capital growth while aligning with the ongoing transformation of the global energy landscape.

Long-Term Structural Drivers

The €3.0 billion renewable allocation is anchored by durable, global forces that are reshaping energy systems and supporting multi-decade investment opportunities. Decarbonization and net‑zero commitments by governments and corporates are driving sustained demand for low‑carbon generation, storage, and enabling infrastructure. In parallel, the electrification of transport and industry is increasing overall electricity demand and reinforcing the need for scalable renewable capacity. Continued declines in the cost of solar, wind, storage, and related technologies are improving the competitiveness of renewables versus conventional generation, expanding their role in both developed and emerging markets. At the same time, growing institutional demand for ESG‑aligned, climate‑resilient assets and large-scale infrastructure modernization—particularly in grids, interconnection, and resilience—is channeling additional capital into the sector. Together, these drivers create a robust, long-term backdrop for renewable investments globally.

20

Million +

Satisfied clients

Strategic Role Within the Portfolio

The €3.0 billion renewable allocation plays a key strategic role by combining stable, infrastructure-like income with long-term growth exposure. A large portion is supported by long-term contracted revenues, providing predictable cash flows and enhancing portfolio stability, while aligning with ESG and decarbonization objectives.

The allocation also diversifies the energy mix beyond traditional assets, reducing exposure to conventional energy cycles. With participation in the global energy transition and the inclusion of inflation-linked revenue structures, renewable energy serves as both a growth driver and a stabilizing real-asset component within the portfolio.

Strategic Outcome

The Renewable & Sustainable Energy strategy is designed to deliver sustainable, long-term returns by combining infrastructure resilience, policy alignment, and exposure to innovation-driven opportunities. Through disciplined capital deployment across solar, wind, energy storage, green hydrogen, and electric mobility infrastructure, the portfolio seeks to capture attractive, risk-adjusted returns underpinned by long-term contracted cash flows and structural growth in clean energy demand.

By focusing on high-quality assets and platforms that are closely aligned with evolving climate policy, regulatory frameworks, and decarbonization targets, the strategy aims to remain well-positioned as the global energy system transitions toward lower-carbon, more resilient configurations. In doing so, the Renewable & Sustainable Energy allocation not only supports the portfolio’s financial objectives, but also contributes directly to the broader global energy transition.

Aveo Partners

Sustainable Energy Investments

€2B

€650M+

20M

Total Capital Allocated: €3.0 Billion

Solar Energy Infrastructure – €1.1 Billion

Wind Energy (Onshore & Offshore) – €850 Million

Energy Storage & Grid Modernization – €500 Million

Green Hydrogen & Emerging Clean Technologies – €350 Million

Electric Mobility & Charging Infrastructure – €200 Million

Return Generation Framework

Capital Appreciation

Inflation-Linked Revenue Structures

Governance & Oversight Framework

Infrastructure-Based Income

Long-Term Structural Drivers

20

Strategic Role Within the Portfolio

Strategic Outcome

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