目下の危機に起因する最も不都合な真実は、特に欧州においてここ数十年のエネルギーインフラへの投資が不足しているということです。ジャストインタイムの経済ではレジリエンスよりコストが優先されますが、いまその影響が痛感されています。ただ、そうしたギャップは大きな投資機会が存在することを意味しています。IRENAのWorld Energy Transitions Outlook（世界エネルギー転換展望） 2022は、2030年までに必要な年間投資額を5兆7,000億米ドルと試算しています4。
IRENAが向こう8年間のマップを政策立案者に提示したように、気候関連データと情報開示が継続して改善されていることを利用し、アセットマネージャーが公式の気候変動目標のオーバーレイ を用いてポートフォリオを構築することが増えています。アリアンツ・グローバル・インベスターズはNet Zero Asset Managers initiative に参加しており、親会社のアリアンツSEは国連が招集するNet Zero Asset Owners Alliance の加盟組織です。具体的な気候変動目標に対し、運用中の特定資産についてポートフォリオで正式なコミットメントを行っています。そればかりでなく、脱炭素化が生む投資機会も積極的に求めています。
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