Avik Dey – Head of Energy & Resources at CPPIB, joins us to talk about the secular change that is taking place across the industry and how energy investors are having to learn to adapt their approach to a world that is fundamentally different today than what they have been used to in the past. He talks about the importance of sustainability and the ability to identify assets that allow investors to build a resilient portfolio that is able to withstand market volatilities and deliver returns over the mid to long-term. He outlines the 4 key themes that underpin CPPIB’s energy strategy, the importance of traditional energy moving forwards, and how to position yourself for growth as an energy investor in a world that is de-carbonising.
