Energy Transition

Client

A large company in supply of fossil fuel value chain

Challenge

• Understand the Energy Transition Landscape at the global and regional level
• Reflect a road map 2022-2050
• Electrification with renewables
• End use of renewables
• Energy Efficiency, etc.
• Identify the business opportunities in this transition phase, along with the mapping of the following:
• New product and service offering
• Required capital expenditure
• Technical expertise
• Required workforce skill-set
• Understand the regulatory framework of the green energy industry

Approach

• Practical understanding of the challenges and the deliverables
• Know the requirement & challenges
• Relate it to practical aspects
• Identify long term investible themes through rigorous research & analysis
• Explore and evaluate each of them through test of TAM (total addressable market), SAM (Serviceable Available Market) & SOM (Serviceable Obtainable Market)
• Screen them through test of sustainability, investibility, returns, challenges and headwinds
• Evaluate trends and their stage - Adoption, Emerging, Growth, Maturity and Ageing
• Consider
• Asset Class (Equity, Debt, Real Estate, Commodities)
• Investment Vehicle (Stocks, Bonds, REITs, Futures, etc.)
• Right Allocation and Mix
• Outcome to be backed by
• Rigorous Research
• Deep Dive Opportunity Diagnosis
• Forecasts and Future Analysis
• Risk Assessment

Results

• Fin’s team of portfolio managers and researchers helped create a detailed framework for Thematic Investment Program
• Assisted the client in identifying a set of investible themes based on demographic, technology and consumer trends
• Helped in deploying $500 million funds in identified asset classes and investment vehicles, creating high powered portfolio