Public lecture - Investable transition opportunities: what counts as a climate solution?

As companies in high-emitting sectors move from setting net zero targets to implementing detailed transition plans, investors are seeking quantified strategies. Companies are expected to disclose how climate solutions fit into their decarbonisation strategy, including which solutions will be deployed, when and at what cost. This event will explore how companies, investors and banks turn climate ambition into credible action.

On 14 May 2026, the TPI Global Climate Transition Centre (TPI Centre), based at the London School of Economics and Political Science, hosted a public lecture focused on investable transition opportunities, which brought together academics and market practitioners.

The session showcased our research on what counts as a climate solution and its implications for investors in capital allocation. The research presentation is complemented by the TPI Centre’s recent commentary: Making sense of climate solutions to help finance the low-carbon transition.

Following the presentation, the panel explored what progress investors see from the companies they invest in, how different definitions of climate solutions could lead to a low-carbon economy, and what types of labelled bonds can help mobilise investments towards the climate transition.

The panellists also discussed the mechanisms by which they engage with companies and banks to overcome the barriers to scaling capital towards climate solutions.

The audience questions included policymakers’ roles, definitional nuances in regional taxonomies, ways in which small and medium-sized businesses can participate in sustainability-linked bonds, and the impact of investor engagement.

We hope you found the event insightful and we take this opportunity to thank the speakers.