Guilherme Pampolin, Investment Research Analyst at Titan Square Mile suggests four funds for investors looking to subscribe to the ambition of Earth Day 2026: ‘Our Power, Our Planet’.
Following a period of poor performance outcomes, many investment strategies aimed at addressing some of the world’s most pressing social and environmental challenges have fallen out of favour with investors.
Despite this, these challenges have not diminished. Without decisive action, the world we pass on to successive generations risks being in a drastically worse state than the one we enjoy today.
That is why popular movements seeking to redress environmental and social issues are so important. Earth Day, which falls on 22 April, is one of the largest initiatives encouraging people around the world to play their part in the preservation of the planet.
Its theme ‘Our Power, Our Planet’, is a clarion call for individuals to come together in a collective mission to protect the environment.
In the words of its organisers ‘progress is built through everyday action – from communities protecting ecosystems to innovators advancing solutions’.
The asset management industry is not excluded from this collective mission. It has proved to be an invaluable source of capital supporting businesses that harness the power of renewable energy, conserve resources and encourage sustainable practices.
Responsible investment strategies enable individuals to put their monies to work in projects that help build a better future, helping them align their financial objectives with a desire to do good for the planet.
At Titan Square Mile, our analysis screens portfolios through our proprietary 3D dataset of some 10,000 company revenue types, grouped into more than 400 distinct categories.
These are then mapped against 3D’s thematic classifications to highlight portfolio tilts to sustainable themes, such as renewable energy and resource efficiency.
For investors who subscribe to the ambitions of Earth Day, this can help identify funds whose exposures are strongly correlated to the movement’s ambitions.
One such fund is Schroder Global Alternative Energy which holds both a 3D Silver and a Titan Square Mile Responsible A-rating.
As its name suggests, the fund aims to grow investors’ capital by investing in companies globally that its managers believe are making a positive contribution to the transition to lower carbon sources of energy.
Some examples include, renewable energy generation, batteries, efficient electrical equipment and clean mobility.
As at our last assessment in January 2026, 37% of the revenue of the businesses it invests in are related to renewable energy, with firms associated with solar and wind energy particularly evident in the portfolio.
A further 29% is derived from resource efficiency, which includes battery storage, LED lighting and smart grid technologies.
Overall, 49% of its revenue activities are classified as having a clear and direct intent to tackle environmental challenges, or, what we would classify as ‘Impactful’. In aggregate, this means that the fund is well aligned to an ambition to tackle climate change and improve the environment.
Another fund which holds a 3D Silver and a Titan Square Mile Responsible A-rating is the Ninety One Global Environment.
Its managers are highly experienced and have developed a well-considered approach to devise a pure play decarbonisation fund generally overweight China – given that most of the solar energy, EVs and batteries supply chains are well established there.
They believe that sustainable decarbonisation will require three major thematic shifts and their process ensures that at least 50% of a company’s revenues come from solutions relating to renewable energy generation, electrification of transportation, improved energy efficiency, or a combination of the three.
Our latest 3D analysis shows that the fund is in line to deliver on its promise as we identify revenue activities classified as contributing to solutions to environmental and/or social challenges, predominantly in the fields of resource efficiency and renewable energy (as at January 2026).
Furthermore, 20% of the fund’s revenue activities are classified as having a clear and direct intent to tackle environmental and/or social challenges – our definition of Impact.
The managers of the Regnan Sustainable Water & Waste fund (3D Silver and Titan Square Mile Responsible A rating) believe that water is fundamental to any economy, and effective waste management is essential for sustainability.
As populations become wealthier, demand for water-intensive resources and waste management services increase.
This means that sustainable water management and innovation within the sector create compelling and fairly uncorrelated investment opportunities compared to wider indices.
The fund has a 31% exposure to the 3D theme of Natural Capital (as at February 2026) which would include companies in the water utility sector and involved in environmental purification.
Its second highest weighting by revenue exposure at 26% is to resource efficiency, evidenced by firms involved in waste management and fluid power control equipment.
Overall, the fund has achieved some 57% exposure to revenue activities that we deem to have materially sustainable characteristics.
In addition, we have identified c.63% exposure to revenue activities that align with 3D solutions, placing it within the top 10% of our universe.
Finally, the Wellington Global Impact Bond fund, which has been awarded a 3D Gold and a Titan Square Mile Responsible AA rating, seeks to deliver financial returns along with a positive impact.
It does so by investing in bonds that are both financially attractive and that contribute to improve access to, and the quality of, basic life essentials, reduce inequality and mitigate the effects of climate change.
The portfolio is well diversified with investments across the major fixed income asset classes including corporates, quasi-sovereign and supranational organisations, securitised assets and municipal bonds.
Our analysis (as at May 2025) found a 30% revenue activity exposure to our 3D theme of Inclusive & Ethical Finance which is predominantly made up of bonds funding projects relevant to climate change mitigation projects and public services.
Additionally, 16% is aligned with the theme Low Carbon Transport representing bonds whose proceeds are dedicated to clean transport projects.
As well as its very high exposure to impactful and sustainable revenue activities, the fund effectively minimises any investment into controversial activities and has strong reporting of impact with the use of key performance indicators in a transparent manner.
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