Making Complexity Investable: The Plastic Transition as a Systemic Case

System Level Transitions - A 4-part Series

Making Complexity Investable: The Plastics Transition as a Systemic Case: A 4-Part Series

In this 4-part progressive inquiry, plastics are used as a concrete case to explore how systemic challenges can be approached more coherently through investment and strategy.

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Making Complexity Investable: The Plastics Transition as a Systemic Case: A 4-Part Series
1

One of the biggest systemic challenges humanity faces – our relationship with nature.

One of the biggest systemic challenges humanity faces - our relationship with nature. We establish why plastics persist despite awareness, innovation, and capital.
2

Dive into issues, solutions, and dependencies around microplastics.

Examine issues, solutions, and dependencies around microplastics, using real-world examples showing where scaling fails across feedstock, processing, standards, and offtake. Explore how demand for microplastic-free products creates whitespace for solutions that protect health and accelerate transition.
3

An investor perspective on navigating constraints.

An investor perspective on navigating constraints, illustrating how risk, governance, and coordination shape outcomes beyond individual assets. Explore existing ocean-based alternatives to plastics through existing, investable opportunities.
4

What the plastics transition reveals about investment models.

Consider what the plastics transition reveals about investment models more broadly. We describe opportunities to develop investment mandates and portfolio approaches by taking a systems approach.

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