Fireside Chat, Panel
Opportunities in Sustainability: Voice of Global Investors | Global Investors' Symposium São Paulo
- Brazil's National Determined Contribution Plan targets the restoration of 12 million hectares by 2030, with specific initiatives aiming to deliver the first 5 million hectares.
- The intermediary market for nature-based solutions in Brazil is projected to double in size over the next 48 months, while platform participants curate more than $29 billion in viable global projects, one-third of which are located in Brazil.
- Investors in carbon projects anticipate project-level returns of 20% or higher, whereas agroforestry developers typically pitch 7 to 15-year models yielding mid-teens returns, and pasture restoration platforms aim for 1.5 to 2x MOICs over 5 to 7 years.
- Asset owners are expected to allocate 2-3% of their assets under management to nature-based solutions within the next 12 months, driven by incoming regulated disclosure of transition plans across over 38 jurisdictions.
- Risk mitigation strategies include first loss guarantees to de-risk private sector funds and currency risk reduction instruments to address institutional investor concerns regarding Brazilian assets.
- Long-term capital providers maintain a 20-plus year investment horizon focused on implementation and daily control rather than short-term exits or quick flips.
- The landscape is anticipated to evolve similarly to the renewable energy sector, requiring scaled financing tools and reduced developer costs to unlock substantial asset bases and corporate sustainability engagement.
- A global investor hub is scheduled for convening at the 2025 United Nations Climate Conference in Belém to address these transition dynamics.