Place Based Transition Funds: a playbook for systemic portfolio construction

While it has been readily acknowledged that new approaches are needed to finance the climate transition, there are no formalized guidelines or clear process for designing, financing, and implementing a coordinated effort for policymakers and investors seeking to activate capital for climate action at a geography-wide scale. This Playbook introduces this method as a tool for fund originators, investors, mayors and governors, and community leaders to formulate unified, attractive, and impactful place-based transition portfolios. It also serves as a resource for philanthropic program officers, fund managers, and family offices engaged in climate finance, by providing opportunities for creating bankable decarbonization projects that deliver profit, environmental, and social benefits. This process strategically guides the flow of investments by designing resilient and effective investment portfolios that align with local climate initiatives, policy goals and community needs. Link to resource: https://zenodo.org/records/10951744