Thought leadership

  • Date 29 July 2026
  • Words by Carl Atkin-House
  • Reading time < 1 mins

Is Natural Capital the New Infrastructure?

A new perspective from Climate Asset Management on where natural capital fits in institutional portfolios, and how institutional investors are increasingly evaluating natural capital alongside infrastructure and real assets.

Natural capital contributes an estimated 4-5% of global GDP, yet accounts for less than 0.2% of institutional capital allocations. That mismatch is at the heart of a question more investment committees are now asking: should natural capital sit within infrastructure or real estate allocations, or does it deserve a standalone place in the portfolio?

 

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