Investable transition opportunities: what counts as a climate solution?

How can companies, investors, and banks turn climate ambition into credible action?

As companies in high-emitting sectors move from setting net zero targets to implementing detailed transition plans, investors are demanding greater transparency and fully quantified strategies. Companies are expected to disclose how climate solutions fit into their decarbonisation strategy, including which solutions will be deployed, when, and at what cost. Yet definitions of climate solutions vary widely across sectors, and guidance continues to evolve. Investor priorities are also shifting from excluding high-carbon activities to actively driving transition finance towards low-carbon assets. At the interface of corporate and investor decision-making, banks play a critical role in financing climate solutions. Research from the TPI Centre finds that the world’s largest banks take markedly different approaches to disclosure and target setting associated with deploying climate solutions. Panellists will discuss how consistent definitions, clearer frameworks, and emerging green taxonomies on climate solutions can help accelerate transition finance and explore market opportunities in 2026 and beyond.