NXG Global Clean Equity Strategy

Climate change must be addressed and acted upon

• Average global temperature may rise 3 degrees by 2100, causing major changes to all types of plant and human life ¹

• Sea levels could rise by >15 inches by 2100, making the lives of 1.42 billion people vulnerable ²

• The combination of climate warming and ocean acidification could slow coral growth by nearly 50% by 2050, severely reducing marine life ¹

Climate change-related cost to human life is very high

• 90% of the world’s population breathes polluted air ³

• Extreme weather events in the US over the past five years have caused $744 billion in damage ⁴

Multi Decade Opportunity - Required investment of $94-175 trillion until 2050 ⁵

• Accelerating Growth - $755 billion spent on energy transition in 2021, up 27% from 2020 ⁶

• A Global Phenomenon - 80% of investment is outside of Americas, 89% of Global greenhouse gas emissions are covered by national net-zero targets ⁶

• The demand for clean solutions spans many themes, not just one such as electric vehicles

Corporate Demand

• 355 companies have committed to go 100% renewable; these companies have over $6 trillion in revenues and have electricity demand that is greater than the UK ⁷

• Investors controlling 37% of global AUM ($41 trillion) from 457 managers have urged governments to reduce emissions by 45% in 2030 and be net zero by 2050 ⁸

Consumer Demand

• Approximately 2/3 of global population is represented by Gen Z, Millennials and Gen X ⁹

• As the global population ages, Millennials stand to inherit $24 trillion over the next 15 years ¹⁰

• The majority of Millennials and Gen Z see ESG as top or important priority when making an investment ¹¹

• Approximately 75% of Millennials believe their investment can influence climate change and 84% believe their investments can help lift people out of poverty ¹⁰