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Climate Change and Investing: From Science to Impacts Ian Simm October 4, 2011

Climate Change and Investing: From Science to Impacts Ian Simm October 4, 2011. Environmental Business Growth. Economic Sector. Energy. Materials. Environmental Sector Key Data Market size: $500 billion + Growth rates (CAGR): 10-20% c. 1400 stocks. Industrials. Rapid

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Climate Change and Investing: From Science to Impacts Ian Simm October 4, 2011

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  1. Climate Change and Investing: From Science to Impacts Ian Simm October 4, 2011

  2. Environmental Business Growth • Economic Sector Energy Materials • Environmental Sector Key Data • Market size: $500 billion + • Growth rates (CAGR):10-20% • c. 1400 stocks Industrials Rapid substitution Consumer Discretionary Consumer Staples Financials Information Technology Utilities

  3. Environmental Markets Attractive for Investors TOTAL: 1373 • 6% of global stock markets • High rate of new company creation • 54 IPOs and • 34 M&A transactions in 2010 • Full range of early cyclical, late cyclical and defensive stocks 367 Emerging Asia OECD Countries 1006 TOTAL: 250 20 230 2011 1999 Source: Impax Asset Management Ltd, universe data as at September 2011

  4. Environmental Markets Outperforming Global Equities • Beta : 1.2 • Tracking error: 6.7% • Information ratio: 0.8 • Attractive valuation* • PE ratio 12x (forward 12 months) • Expected EPS growth 14% p.a Data over 5 years in USD as at 31 August 2011. MSCI The World Index is total net return, FTSE Environmental Opportunities All Share Index is total return (source: FactSet, WM Reuters). Risk statistics versus MSCI World Index over 5 years in USD as at 31 August 2011. Data for the FTSE EO All Share has been back-tested. The index was launched June 2008. * As at 31 August 2011

  5. Asia: Supercharging Growth? • China: Strong environmental policy, well-capitalised banks, low labour costs • Korea and Taiwan: Industrial conglomerates with significant environmental technology capabilities • India: Activity in water, renewable energy and pollution control sectors • Indonesia, Singapore, Malaysia, Philippines, Thailand and Vietnam: Activity in isolated sub-sectors Source of all data: Impax/Asria Investing in Asian Environmental Markets Report, September 2011

  6. Impax Asset Management Ltd Team expertise Investing since 1998 • Assembled over 13 years • Highly qualified, stable management team with significant equity stake • 48 staff in London, Hong Kong and US • Of which, 23 investment professionals with extensive sector expertise • And including 9 scientists/engineers AUM US$ Strong institutional and consultant relationships Global partnership network

  7. Thank you Ian Simm, Chief Executive 011 44 20 7432 2619 i.simm@impax.co.uk This document has been prepared by Impax Asset Management Limited (“Impax”, authorized and regulated by the Financial Services Authority). Impax is a registered investment advisor with the SEC. Registration does not imply a certain level of skill or training. The information and any opinions contained in this document have been compiled in good faith, but no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness. Impax, its officers, employees, representatives and agents expressly advise that they shall not be liable in any respect whatsoever for any loss or damage, whether direct, indirect, consequential or otherwise however arising (whether in negligence or otherwise) out of or in connection with the contents of or any omissions from this document. This document does not constitute an offer to sell, purchase, subscribe for or otherwise invest in units or shares of any fund managed by Impax. It may not be relied upon as constituting any form of investment advice and prospective investors are advised to ensure that they obtain appropriate independent professional advice before making any investment in any such Fund. Any offering is made only pursuant to the relevant offering document and the relevant subscription application, all of which must be read in their entirety. Prospective investors should review the offering memorandum, including the risk factors in the offering memorandum, before making a decision to invest. Past performance of a fund or strategy is no guarantee as to its performance in the future. This document is not an advertisement and is not intended for public use or distribution. Under no circumstances should any information contained in this document be regarded as an offer or solicitation to deal in investments in any jurisdiction including, but not limited to, the United States of America. In particular, the shares of Impax Environmental Markets (Ireland) Fund, Impax Environmental Markets plc, Impax Asian Environmental Markets (Ireland) Fund, Impax Asian Environmental Markets plc and Impax Asset Management Group plc are not registered under United States securities laws and, subject to certain limited exceptions, may not be offered, sold transferred or delivered in the United States or to US persons.

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