The largest North American investors are forging ahead on climate action, despite clean energy policy rollbacks in the U.S.
That’s the findings of our new analysis of 50 of the largest North American investors.
The clearest measure of climate action is how capital is being allocated, governed, and managed. Our analysis of the 2025 public disclosures and communications of 50 of the largest North American-based investors shows that climate action is becoming more financially disciplined, integrated into core investment practices, and strategically tied to portfolio resilience and fiduciary outcomes.
Specifically, our analysis of the 50 North American investors showed:
74% assess the risks that climate change poses for their portfolios
74% allocate capital towards climate solutions
74% assign formal governance responsibility for climate oversight
72% engage portfolio companies on climate-related issues
48% have a strategy to engage governments on climate policies
These findings are intended to support investors as they refine their strategies, benchmark their approach against peers, and understand what is accelerating or hindering the investment community from leveraging the opportunities of the clean economy and managing financial risks to their portfolios from a changing climate and extreme weather, nature loss, and water scarcity.
Policymakers, regulators, and civil society organizations can also use these insights to track the pace and direction of North American investor climate action, identify barriers, and pinpoint where stakeholder action or policy could unlock further progress.