The Purpose of this Website
This website is designed to advance our mission of mobilising trillions of dollars in support of the energy transition. It serves as a hub for deep, objective investment insights and as a meeting place for a community of investors who can both contribute their expertise and channel the capital needed to drive the energy transition
Our Community
True North Institute serves two primary audiences:
- Chief Investment Officers (CIOs) of the world’s capital owners — including sovereign wealth funds, pension plans, endowments, foundations, and family offices, both large and small.
- Investors driving the global energy transition — the specialist teams within those same institutions, as well as asset managers across public equities, venture capital, private equity, and infrastructure.
Featured Research
Here we feature a selection of the True North Institute's most important and influential research for both communities – Institutional CIOs and energy transition investors.
Evaluating First of a Kind (FOAK) Investment Performance of 25 Leading Climate Investors
This report evaluates the performance of First-of-a-Kind (FOAK) climate-infrastructure projects backed by a curated alliance of 25 leading climate-tech investors who are part of the All Aboard Fund Co-investment Network. From a dataset of 70 FOAK or FOAK-adjacent financings since 2014, the analysis identifies 16 FOAK rounds where three or more of these 25…
Analysis of Large US University Endowment Outperformance – November 2025 Update
This paper is an update two years on from our whitepaper entitled “Analysis of Large US University Endowment Outperformance” covering the 10-year period ending June 2023 of a select group of 12 US university endowments. This update covers the 10-year period ending June 2025. We have made one small change to the methodology and that is…
Chart of the Month
We sometimes wonder where the world will ultimately land on the subject of climate change. Is it a “hoax” that last year thousands of places, from Shanghai to Moscow to Salt Lake City, saw their hottest average annual temperatures since at least 1950, global temperatures in 2025 averaged 1.47 degrees Celsius above preindustrial levels, and record cold temperatures are not happening.
With all the noise about the politicisation of climate change, including the recent US pull out of the UN Framework Commission on Climate Change, real world climate effects like this will keep most of the world focused on solving this problem, including individuals, companies and governments.
