Climate Capital Reset Project
A candid assessment of the state of climate investing
March 2026
The Climate Capital Reset Project report is a synthesis of over 150 private interviews with leading allocators, investors, executives, and experts in the climate investing field representing more than $3.5 trillion in capital mandates. The research was conducted via an independent collaboration between senior industry leaders from Onramp Capital, MOTIV Partners, and Great Circle Capital Advisors with generous support from Builders Vision. In a critical inflection point for climate capital markets this project surfaces unvarnished truths to help inform the path forward for climate-focused allocators, philanthropic donors, and other market participants.
Market Realities & Strategic Findings
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Obvious Trends
Emerging Dynamics
Recommendations
The market is being shaped by unprecedented uncertainty and deep transformation of macro trends. AI, geopolitical re-alignment, market concentration, and challenged traditional models are all setting the stage for revised approaches to scaling climate solutions
The current upheaval and political headwinds are forcing a broad rethinking of investment and philanthropy models in climate. Everything should be on the table and allocators need to think in a more integrated, longer duration view while being ruthlessly pragmatic in the near term.
The changing landscape for climate investing has implications for both private investors and philanthropic efforts. Many near and long term opportunities exist for both return and impact for those allocators who can adapt to the market realities and needs rapidly.
The consensus is clear:
deploying the same climate capital strategies we used between 2015-2025 will not suffice over the coming decade
Capital allocators with a clear-eyed view of the landscape and a willingness to act decisively will have opportunities for outsized impact and returns across a range of strategies and sectors. In 2026, the best moves will be to aggressively target areas of near-term dislocation, take advantage of discounted entry points, build sufficient capital in a strategy to survive and thrive without relying on subsidies (whether via tax policy or philanthropy), get hyper tactical with political action, and think globally about emerging opportunities from US dislocations.
The bottom line is to forget about arbitrary deadlines like 2030 or 2050, focusing instead on developing climate investment and philanthropic strategies that can withstand near term uncertainty while accelerating the future transition
Get in Touch
Whether you're looking for more information on the report or wish to collaborate, please reach out.
info@climatecapitalreset.com