%
Projected share of global population living in the Global South by 2030
$
tn
Estimated annual investment gap in these markets
%
Average annual growth rate of climate finance flows to the Global South over the past five years
$
tn
Annual investment needed in power and mobility sectors
%
Share of climate investment opportunities already considered “investable” or “near-investable”
$
bn
Investable opportunities available today where technology and cost competitiveness are already in place
Institutional Capital Isn’t Flowing at Scale - Yet
For many institutional investors, the barriers are well known: political and currency risk, fragmented regulatory regimes, a lack of “boots on the ground”, and limited access to reliable data. Blended finance has helped address some of these challenges, but too often the structures remain bespoke, complex, and difficult to scale - constraining institutional participation even as global climate allocations accelerate.
But One-Third of the Climate Investment Gap Is Already Investable
Our research finds that more than one-third of the $2 trillion investment gap is already considered “investable” or “near-investable”. We find that two sectors - power and mobility - present the greatest investment opportunity, accounting for 70% of the investment gap.
Deploying Catalytic Capital at Speed and Scale
This paper builds on the existing body of research while outlining practical, near-term solutions that may accelerate capital flows - from standardizing blended finance structures to leveraging AI-enabled platforms that match catalytic capital with investable opportunities. With proven technologies, rising demand, and a pipeline of investable opportunities already in hand, the time is now to deploy capital at scale and capture both impact and competitive returns.