The Purpose of this Website
This website is designed to advance our mission of mobilising trillions of dollars in support of the energy transition. It serves as a hub for deep, objective investment insights and as a meeting place for a community of investors who can both contribute their expertise and channel the capital needed to drive the energy transition
Our Community
True North Institute serves two primary audiences:
- Chief Investment Officers (CIOs) of the world’s capital owners — including sovereign wealth funds, pension plans, endowments, foundations, and family offices, both large and small.
- Investors driving the global energy transition — the specialist teams within those same institutions, as well as asset managers across public equities, venture capital, private equity, and infrastructure.
Featured Research
Here we feature a selection of the True North Institute's most important and influential research for both communities – Institutional CIOs and energy transition investors.
Next-Generation Geothermal Energy Whitepaper
The True North Institute’s Next-Generation Geothermal Energy Whitepaper explores the emerging opportunity for geothermal energy to become a scalable source of firm, 24/7 carbon-free power. Drawing on extensive industry research, technical due diligence, and analysis of leading geothermal companies, the report examines the technologies, economics, market potential, and investment landscape shaping the sector. The whitepaper…
Measuring Real World Decarbonisation in Equity Portfolios
Large institutional investors can materially impact global decarbonisation with their capital allocations without compromising on investment returns. Efficient markets will price in the cost of carbon abatement at whatever level they feel policy makers will financially incentivise and companies will choose to decarbonise in the name of long-term shareholder value maximisation. Institutions are financing over…
Chart of the Month
This says a lot for investors today. This is an AI answer to the question of how priorities have changed for the EU (EC Commission) and the US administrations. This is not just based on what Ursula von der Leyen and Donald Trump say in their speeches, but based on actual government budget allocations, political agendas and legislation. What is most interesting is the number one goal of the US to lead the world in AI (assuming this is not a hallucination). This has clear implications for the “speed to power” priority, which underpins our investment focus on on-site energy solutions for data centres.
TNI 2025 Year in Review
Proud to share the True North Institute 2025 Year in Review, our first full year of operations, marked by strong performance, platform growth and the launch of our flagship climate investment strategy, the All Aboard Fund.
