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.
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…
AI Tools for Institutional Investors
This white paper explores how institutional investors can practically deploy artificial intelligence today to enhance investment performance. Drawing on third party developers’ AI tools and institutional CIO’s experience, it outlines where AI is already delivering measurable value—particularly in manager due diligence and data infrastructure—and where human judgement remains essential. The paper introduces a two-phase roadmap…
Chart of the Month
Natural Gas Emerges as the Dominant Source for On-Site Data Center Power:
Accelerating shift toward self-generation: ~30% of planned U.S. data center capacity now features behind-the-meter power in order to bypass 5–10 year grid interconnection queues, up from ~0% a year ago.
Natural gas emerges as the primary fuel: Natural gas accounts for ~75% of planned capacity, creating a structural infrastructure "lock-in" for the next 20–30 years.
Significant tailwinds for equipment manufacturers: Surging demand has fueled triple-digit stock performance over the last 12 months for natural gas turbine and fuel cell leaders like Bloom Energy (+507%), Siemens Energy (+165%), and GE Vernova (+103%).
Other investment implications may include enlarged carbon offset purchases and markets as most of the hyperscalers have net-zero commitments and natural gas emissions will tally up to large offset requirements.
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.
