Mutual Fund Launches Thematic Climate-Resilience Equity Strategy
New thematic fund focuses on companies building adaptive infrastructure and climate-risk solutions amid accelerating physical climate impacts
NEW YORK, NY — November 25, 2025 — Meridian Funds announced today the launch of its Climate-Resilience Equity Strategy, a thematic mutual fund designed to capture investment opportunities in companies developing adaptive solutions for a climate-altered world. The strategy marks the firm’s third thematic sustainability offering this year, responding to accelerating demand from institutional and retail investors seeking portfolio exposure beyond traditional mitigation-focused environmental funds.
The fund enters a market segment that Boston Consulting Group identified in May 2025 as a rapidly emerging trillion-dollar investment category. According to BCG’s research, climate adaptation and resilience (Climate A&R) represents the next major frontier for private equity and public market investors, with projected annual investment needs exceeding 2.4 trillion globally through 2035. The Meridian strategy directly addresses this gap by targeting publicly traded companies generating at least 25% of revenue from climate-resilient infrastructure, adaptive technologies, and risk mitigation services.
“Climate risk is no longer a distant projection—it’s a present-tense reality affecting supply chains, insurance markets, and infrastructure planning,” said Meridian Funds CEO Jennifer Kowalski. “Our research shows companies building climate-resilient solutions are trading at a 15-20% discount to their growth trajectory because the market hasn’t fully priced in the compounding nature of physical climate risk. This creates a significant alpha opportunity for early-moving investors.”
The strategy employs a three-pillar investment framework: physical asset resilience, climate risk analytics and forecasting, and adaptive supply chain technologies. The portfolio targets 45-55 holdings across market capitalizations, with geographic allocation weighted toward North American and European companies while maintaining 15-20% exposure to emerging markets where climate vulnerability drives faster resilience adoption. Sector allocations emphasize industrials, water management, construction materials, and property technology, each screened through Meridian’s proprietary Climate Stress Test methodology.
Investment decisions integrate environmental, social, and governance factors as defined by the EU Sustainable Finance Disclosure Regulation, with additional screening for companies demonstrating robust climate governance and transparent risk disclosure. The fund excludes companies deriving revenue from fossil fuel expansion, tobacco, and controversial weapons. Meridian’s risk management team will monitor portfolio exposure to policy, technology, and sustainability risks, including potential weakening of climate regulations and slower-than-expected technology deployment—key concerns highlighted in recent industry analyses.
Initial funding commitments totaling 185 million from pension funds, family offices, and wealth management platforms position the strategy for its December 2 market entry. The fund’s institutional share class carries a 0.85% expense ratio, with a minimum investment of 100,000. Retail share classes will launch in Q1 2026.
Market data from the Green Climate Fund and European Investment Bank infrastructure partnerships demonstrate robust institutional appetite for climate-resilient strategies. The EIB’s February 2025 commitment to a 750 million African climate-resilient infrastructure fund attracted parallel commitments from the Green Climate Fund and multiple pension authorities, signaling strong public-private collaboration.
About Meridian Funds
Meridian Funds is a global asset management firm overseeing 47 billion in assets across equity, fixed income, and alternative strategies. Founded in 2008, the firm specializes in thematic investing with a focus on sustainability, demographic transformation, and digital infrastructure. Meridian maintains offices in New York, London, and Singapore, serving institutional and retail clients in 32 countries.
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