Pantheon Infrastructure (PINT) has published its third annual Sustainability Report, covering the year to December 2024. PINT, which provides shareholders with exposure to a global portfolio of resilient infrastructure co-investments, says it continues to build on its sustainability credentials, aiming to integrate best-practice ESG factors across its investment processes.
The trust, which is listed on the London Stock Exchange and classified as an Article 8 fund under SFDR, reported a NAV of £553m at year-end and highlighted its diverse portfolio of 13 investments. These include exposure to 27GW of electric generation capacity (of which 725MW is renewables), 2,000 electric buses saving an estimated 132,000 tonnes of CO2 annually, and 95 operational data centres with a combined 1,400MW capacity. In addition, PINT supports 2,000MW of battery energy storage.
PINT noted that 20% of its assets are committed to a formal decarbonisation plan aligned with transition pathways, while 14% are actively delivering against net-zero strategies. Meanwhile, 91% of portfolio companies have undertaken biodiversity risk assessments, a step towards eventual TNFD (Taskforce on Nature-related Financial Disclosures) reporting.
The report also detailed that Pantheon, PINT’s investment manager, has been strengthening its climate analysis by deploying a refined scenario analysis framework covering both physical and transition risks, benchmarking portfolio assets against orderly, disorderly, and “hot-house” climate pathways. Transition risk, especially for assets with non-renewable exposure, remains the primary concern, while physical risk was described as moderate.
A new greenhouse gas data reporting scorecard has been rolled out to improve transparency, supported by the private markets sustainability index. Engagement with infrastructure sponsors was also ramped up, with Pantheon conducting follow-up calls to deepen discussions on decarbonisation action plans and broader ESG performance.
PINT’s board, which meets its gender and ethnic diversity targets under listing rules (60% female, one director from an ethnic minority), reinforced its commitment to a robust governance framework. The sustainability committee, formed in 2023, continues to oversee the trust’s ESG roadmap, working alongside the audit and risk committee.
The board reiterated its target for renewables and energy efficiency exposure of 10–25% of gross asset value and believes that focusing on defensive, cash-generative assets with a strong sustainability profile will support long-term shareholder value creation.
Chair Andrea Finegan underlined that sound sustainability practices are “particularly important in the current macroeconomic and geopolitical environment,” and highlighted PINT’s continued efforts to improve data quality, transparency, and portfolio resilience.
Click here to read the full sustainability report for 2024.
