Pension investors cannot afford to ignore the resilience premium

As climate risk is priced into sovereign debt, insurance and asset valuations, a ‘premium’ on resilience is quietly forming in capital markets.

Written by

Full Name

Published on

May 26, 2026

The latest OpEd by Alejandro Litovsky, Founder & CEO of Earth Security in Investment & Pensions Europe (IPE) explores how institutional investors can recognise and allocate towards “resilience premiums” — a pricing differential attached to assets and geographies that build their resilience to physical climate risk. The article examines how these signals are becoming visible through:

Credit ratings, as corporate credit profiles improve with resilience investments
Insurance, as natural infrastructure is recognised as a factor in reduced claims
Sovereign debt, as resilience themed instruments improve countries’ positions

The piece provides the data that underscores the infrastructure that we are building. This is not just a financial risk story. It is a story of investment alpha linked to planetary security.

Read the full OpEd ‘Pension investors cannot afford to ignore the resilience premium’ on IPE.

Ripple effects across supply chains

Illuminates how challenges like water scarcity, climate change, and land degradation generate cascading impacts across global supply chains and investment portfolios.

Integrated systems analysis

Connects environmental constraints, demographic trends, and governance dynamics to assess how they interact to influence national and sectoral investment stability—enabling investors to anticipate emerging risks and strategic responses.

Country dashboards & sector insights

Delivers tailored intelligence for high-growth sectors across critical production and consumer markets—pinpointing pressure points that signal both risk exposure and investment opportunity.

Visual storytelling through data

Employs cutting-edge radial graphics inspired by the planetary boundaries framework. Multi-axis indicators make complex systems data intuitive and actionable for decision-makers driving strategic capital allocation.

Explore the reports

The Earth Security Index Reports provided in-depth analysis of critical themes across selected industries and market geographies, enabling investors to anticipate and respond to emerging global dynamics. Download and explore the full Earth Security Index reports:

The Earth Security Report 2017

The Earth Security Index 2016

The Earth Security Index 2015

The Earth Security Index 2014

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

The Blue Resilience Capital Initiative

Connecting investors to a curated pipeline of early-stage blue carbon opportunities that build long-term resilience value

Why Participate Explore the Pipeline

Why participate

Whether you are securing future credit supply, seeking nature-based returns, or deploying catalytic philanthropic capital — the Initiative offers a structured entry point into blue carbon at early stage.

Corporates

Secure priority access to premium blue carbon credits ahead of market entry.

Investors

Capture risk-adjusted returns from high-growth nature assets uncorrelated with public markets.

Foundations

Drive biodiversity, coastal resilience and livelihood outcomes through de-risking capital.

A curated pipeline of investment opportunities

The initiative is sourcing, vetting and creating the capital intelligence of a pipeline of opportunities that enables companies, investors and funders to access opportunities.

Currently, the aggregated pipeline available to invest includes:

37

Blue Carbon Projects

$470M

Total Capital Need (USD)

736,000

Hectares

420 Mt

CO2e Sequestration Potential

995,000

People with improved resilience

21

Countries Covered

Featured Projects:

A selection of 10 investment opportunities is presented below. Unlisted projects identified through Earth Security’s direct origination channels are not yet visible to investors or corporates on carbon registries.

Contact us to discuss projects matching with your investment mandates, geographies, or stage preference.

No.	Stage	Region	Size (ha)	Capital Current (USD)	Capital Total (USD)	Registry Listing
1	Pre-feasibility	Central America	5,000	$500k	$10m	Unlisted
2	Pre-feasibility	Southeast Asia	14,000	$3m	Pending	Unlisted
3	Feasibility	East Africa	2,000	$1m	$13m	Unlisted
4	Feasibility	Southeast Asia	18,000	$300k	$21m	Unlisted
5	PDD Drafting	West Africa	14,000	$1.6m	$17m	Unlisted
6	PDD Drafted	South Asia	2,000	$1.9m	$1.9m	Listed
7	PDD Drafted	West Africa	5,000	$10m	$29m	Listed
8	PDD Drafted	Southeast Asia	10,000	$13m	$23m	Unlisted
9	PDD Under Validation	South Asia	1,000	$1.5m	$1.5m	Listed
10	PDD Under Validation	Central Africa	24,000	$2.2m	$2.2m	Listed

PDD (Project Design Document): The document describing a carbon project’s methodology, monitoring plan, and emissions reduction calculations.

Figures rounded. Full data available upon NDA.

Pipeline prospectus

Download our latest quarterly prospectus, dive deeper into the pipeline of opportunities:

2026/Q1 Pipeline Prospectus: Blue Carbon Projects

Underwater view of mangrove roots with sunlight filtering through water.

Get in touch

If you're an investor looking for opportunities, or a project looking for funding, get in touch to discuss how we could work together.

Other Programs

Catalytic philanthropy models in Indonesia

We launched the M40 Mangrove Program in partnership with UBS Optimus Foundation in 2022. We are building a global pipeline of blue carbon and mangrove-positive investment opportunities, developing investment pilots to bridge the gap between commercial capital and catalytic philanthropy, and creating a blueprint for mangrove investment at scale.

• A portfolio of investment pilots.
• The 'premium' blue carbon framework.
• A global pipeline of investable projects.
• New private sector leadership models.

Calm river with dense green trees along the bank and tall modern buildings in the background under a partly cloudy sky.

Case Study

Investing in mangroves for coastal resilience in North Jakarta

Among the pilot projects of our M40 programme, we're working in one of the remaining mangroves sites in North Jakarta, Taman Wisata Alam Angke Kapuk (TWA AK), to bring funders and investors..

Nature-based Coastal Insurance in the Philippines

From 2020-2023, we brought together a collective of leading insurance companies in the Philippines, in partnership with the Philippines Insurance and Reinsurance Association (PIRA) and the insurance regulator, to explore, support and catalyse the development of insurance products that price the protection value of coastal ecosystems, in particular mangroves, for the industry’s future growth. This mobilized the sector to initiate the development of three products that re-position the country’s coastal natural wealth as part of the industry’s tools to increase its resilience to coastal natural disasters.

Aerial view of a flooded area with houses partially submerged in brown floodwater surrounded by trees and green vegetation.

Case Study

Pioneering Nature-based Insurance Products in the Philippines

In 2017, we partnered with the Philippine Insurers and Reinsurers Association (PIRA), to explore how NbS could be incorporated into the industry’s climate resilience strategy. We are delighted to share that PIRA is now moving....

A Blueprint for a ‘Mangrove Bonds’ in Australia

From 2021-2022, we worked in partnership with HSBC Australia and a collective of local financial institutions and blue economy experts, to explore the opportunities and viable design options for creating a Mangrove Bond in Queensland, Australia. As part of the program we created a local implementation partnership and catalysed collaboration between coastal

infrastructure companies and project developers to take the blueprint into action in selected locations.