The contents of this document should not be perceived as investment advice.
Why
the time to allocate is
now
Natural capital is no longer a specialist allocation. As environmental risks mount and regulatory pressure accelerates, agriculture, forestry and nature-based solutions are moving into the institutional mainstream. These strategies offer tangible value, long-term resilience and alignment with sustainability goals.
Natural capital is entering a critical phase. Systemic risks are accelerating, yet the market remains underdeveloped and undervalued. Policy, regulation and investor demand are all moving fast, creating a limited window to secure access to high-quality opportunities in land, agriculture and forestry. Acting now can position investors ahead of rising costs, tightening supply and growing compliance pressure.
2060
2020
2023
EU Soil Monitoring Law adopted
2023
TNFD framework finalised
The investment window
is open
2024
England Biodiversity Net Gain becomes mandatory
Systemic risk
Return on investment
(For illustrative purposes only)
Net-zero target require credits to be achieved
Climate change disrupts can disrupt food chains
Stranded asset risk increases
Land scarcity continues to intensify
The case for action
Institutional investors increasingly recognise the dual benefits of natural capital:
Financial resilience: Natural capital assets can offer uncorrelated returns, providing diversification and inflation protection in volatile markets.
Environmental impact: Investments can contribute to ecological resilience, aligning portfolios with global sustainability goals.
Key drivers for immediate action:
Scarcity of productive natural assets: The increasing rarity and value of these assets underscore the urgency for early investment.
Policy momentum: Initiatives such as the Taskforce on Nature-related Financial Disclosures are improving market access and transparency.
Strategic positioning: Early movers are securing positions in limited-supply assets, aligning long-duration, income-generating strategies with their long-term liabilities.
Market evolution: The convergence of environmental urgency and policy momentum presents a timely and strategic opportunity for investors.
The bottom line?
Natural capital can offer inflation protection, diversification and, the potential for strong, stable returns, alongside measurable climate- and nature-related outcomes. It is becoming a strategic allocation for institutional investors seeking long-term resilience and impact. Those who move early will be best positioned to capture value and shape the next phase of sustainable investing.
Disclaimer
This paper is intended for institutional investors for informational and educational purposes only. It does not constitute investment advice, a financial promotion, or a recommendation to invest in any product, strategy, or asset class. The content has been prepared by Kana Earth Ltd, which is not authorised or regulated by the Financial Conduct Authority or any other regulatory body.
Investments in natural capital may involve significant risks, including illiquidity, uncertain returns, policy and regulatory changes, and long-term time horizons. Readers are encouraged to carry out their own due diligence and seek appropriate independent professional advice before making any investment decisions.
The contents of this document should not be perceived as investment advice.
Why
the time to allocate is
now
Natural capital is no longer a specialist allocation. As environmental risks mount and regulatory pressure accelerates, agriculture, forestry and nature-based solutions are moving into the institutional mainstream. These strategies offer tangible value, long-term resilience and alignment with sustainability goals.
Natural capital is entering a critical phase. Systemic risks are accelerating, yet the market remains underdeveloped and undervalued. Policy, regulation and investor demand are all moving fast, creating a limited window to secure access to high-quality opportunities in land, agriculture and forestry. Acting now can position investors ahead of rising costs, tightening supply and growing compliance pressure.
2060
2020
2023
EU Soil Monitoring Law adopted
2023
TNFD framework finalised
The investment window
is open
2024
England Biodiversity Net Gain becomes mandatory
Systemic risk
Return on investment
(For illustrative purposes only)
Net-zero target require credits to be achieved
Climate change disrupts can disrupt food chains
Stranded asset risk increases
Land scarcity continues to intensify
The case for action
Institutional investors increasingly recognise the dual benefits of natural capital:
Financial resilience: Natural capital assets can offer uncorrelated returns, providing diversification and inflation protection in volatile markets.
Environmental impact: Investments can contribute to ecological resilience, aligning portfolios with global sustainability goals.
Key drivers for immediate action:
Scarcity of productive natural assets: The increasing rarity and value of these assets underscore the urgency for early investment.
Policy momentum: Initiatives such as the Taskforce on Nature-related Financial Disclosures are improving market access and transparency.
Strategic positioning: Early movers are securing positions in limited-supply assets, aligning long-duration, income-generating strategies with their long-term liabilities.
Market evolution: The convergence of environmental urgency and policy momentum presents a timely and strategic opportunity for investors.
The bottom line?
Natural capital can offer inflation protection, diversification and, the potential for strong, stable returns, alongside measurable climate- and nature-related outcomes. It is becoming a strategic allocation for institutional investors seeking long-term resilience and impact. Those who move early will be best positioned to capture value and shape the next phase of sustainable investing.
Disclaimer
This paper is intended for institutional investors for informational and educational purposes only. It does not constitute investment advice, a financial promotion, or a recommendation to invest in any product, strategy, or asset class. The content has been prepared by Kana Earth Ltd, which is not authorised or regulated by the Financial Conduct Authority or any other regulatory body.
Investments in natural capital may involve significant risks, including illiquidity, uncertain returns, policy and regulatory changes, and long-term time horizons. Readers are encouraged to carry out their own due diligence and seek appropriate independent professional advice before making any investment decisions.
The contents of this document should not be perceived as investment advice.
Why
the time to allocate is
now
Natural capital is no longer a specialist allocation. As environmental risks mount and regulatory pressure accelerates, agriculture, forestry and nature-based solutions are moving into the institutional mainstream. These strategies offer tangible value, long-term resilience and alignment with sustainability goals.
Natural capital is entering a critical phase. Systemic risks are accelerating, yet the market remains underdeveloped and undervalued. Policy, regulation and investor demand are all moving fast, creating a limited window to secure access to high-quality opportunities in land, agriculture and forestry. Acting now can position investors ahead of rising costs, tightening supply and growing compliance pressure.
2060
2020
2023
EU Soil Monitoring Law adopted
2023
TNFD framework finalised
The investment window
is open
2024
England Biodiversity Net Gain becomes mandatory
Systemic risk
Return on investment
(For illustrative purposes only)
Net-zero target require credits to be achieved
Climate change disrupts can disrupt food chains
Stranded asset risk increases
Land scarcity continues to intensify
The case for action
Institutional investors increasingly recognise the dual benefits of natural capital:
Financial resilience: Natural capital assets can offer uncorrelated returns, providing diversification and inflation protection in volatile markets.
Environmental impact: Investments can contribute to ecological resilience, aligning portfolios with global sustainability goals.
Key drivers for immediate action:
Scarcity of productive natural assets: The increasing rarity and value of these assets underscore the urgency for early investment.
Policy momentum: New policy initiatives are improving market access and transparency.
Strategic positioning: Early movers are securing positions in limited-supply assets, aligning long-duration, income-generating strategies with their long-term liabilities.
Market evolution: The convergence of environmental urgency and policy momentum presents a timely and strategic opportunity for investors.
The bottom line?
Natural capital can offer inflation protection, diversification and, the potential for strong, stable returns, alongside measurable climate- and nature-related outcomes. It is becoming a strategic allocation for institutional investors seeking long-term resilience and impact. Those who move early will be best positioned to capture value and shape the next phase of sustainable investing.
Disclaimer
This paper is intended for institutional investors for informational and educational purposes only. It does not constitute investment advice, a financial promotion, or a recommendation to invest in any product, strategy, or asset class. The content has been prepared by Kana Earth Ltd, which is not authorised or regulated by the Financial Conduct Authority or any other regulatory body.
Investments in natural capital may involve significant risks, including illiquidity, uncertain returns, policy and regulatory changes, and long-term time horizons. Readers are encouraged to carry out their own due diligence and seek appropriate independent professional advice before making any investment decisions.