Targeting Leaders for Growth in Low-Income Consumer Markets

Sustainable Impact investing is at an inflection point in 2024, so where do Radhika Shroff and her Nuveen Private Equity team see value in this type of investing? Their investment thesis is rooted in addressing two critical and inextricably linked problems — inequality and climate change. They believe these problems create attractive impact investment opportunities outside of traditional developed markets that offer investors stability, competitive returns and liquidity for the right asset manager. Climate change knows no boundaries and will impact communities with varying levels of resilience. Nuveen also believes that by targeting the emerging low-income consumer segment, and providing that consumer with goods and services that mitigate carbon emissions and build resilience, they will select companies best positioned to grow and lead in the decades to come.