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Investment Opportunities: 1. Utilities 2. Capital Goods & Chemicals

This document discusses investment opportunities related to water resources and defines four investment clusters: utilities, capital goods & chemicals, construction & materials, and quality & analytics. It also outlines three key principles for a successful investment strategy focusing on water: complying with sustainability, adhering to general investment principles, and looking at the entire water value chain to identify solution-providing companies.

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49 views1 page

Investment Opportunities: 1. Utilities 2. Capital Goods & Chemicals

This document discusses investment opportunities related to water resources and defines four investment clusters: utilities, capital goods & chemicals, construction & materials, and quality & analytics. It also outlines three key principles for a successful investment strategy focusing on water: complying with sustainability, adhering to general investment principles, and looking at the entire water value chain to identify solution-providing companies.

Uploaded by

LymePark
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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4.

Investment opportunities

Despite the various challenges surrounding the use


of water resources, human ingenuity, innovation
and market forces have generally led to innovation
and the development of technologies to overcome
the challenges related to the availability and
quality of water.

Based on our proprietary calculations using historical data, we have defined four investment clusters based on
their equity market volatility and beta characteristics.

1. Utilities
Utilities that supply water and provide wastewater services to residential, commercial and industrial sectors.
2. Capital Goods & Chemicals
Companies that manufacture water equipment such as valves, pumps, integrated water treatment systems,
water treatment chemicals, and irrigation systems across the entire water value chain.
3. Construction & Materials
Companies that build infrastructure such as water networks, pipelines, water channels, reservoirs and
treatment plants, or install water meters, which are often linked to commercial, municipal and infrastructure
construction projects.
4. Quality & Analytics
Companies that develop and sell products and services linked to water quality monitoring and testing,
systems to treat water at its point of use, and water resource protection.

A successful investment strategy focusing on water is tion and distribution of water to end consumers, and
based on three key principles: it complies with the basic flows downstream to wastewater collection, treatment
principles of sustainability, it adheres to a set of general and discharge back into the waterways. The water value
investment principles, and it looks at the entire water chain also comprises activities such as protecting against
value chain to identify companies providing solutions natural disasters, measuring the volume of water sold,
to the water crisis. The water value chain encompasses reusing greywater for other purposes and providing sus-
a broad range of activities. It starts upstream at the tainable waste management solutions to protect water
water source with the exploration, extraction, disinfec- resources.

RobecoSAM Water: the market of the future 25

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