Scroll Top

Asset-class renewable energies

Attractive for investors and society.

Due to their pos­i­tive char­ac­ter­is­tics with regard to long-term and cal­cu­la­ble returns, alter­na­tive invest­ments have become an indis­pens­able port­fo­lio com­po­nent for insti­tu­tion­al investors in recent years. Insur­ance com­pa­nies, pen­sion funds and pen­sion schemes in par­tic­u­lar, but also wealthy pri­vate indi­vid­u­als, see real assets such as real estate, pri­vate equi­ty, infra­struc­ture and renew­able ener­gies as an ide­al com­ple­ment to tra­di­tion­al invest­ments, such as shares and bonds.

The par­tic­u­lar attrac­tive­ness of renew­able ener­gies is due to high returns and the fact that they are large­ly inde­pen­dent of changes in the finan­cial mar­kets. Mod­ern, eco­log­i­cal­ly devel­oped soci­eties are increas­ing­ly demand­ing sus­tain­able and respon­si­ble invest­ment along ESG cri­te­ria in a clean and sta­ble ener­gy sup­ply. Investors can, there­fore, active­ly help to shape cli­mate pro­tec­tion and also ben­e­fit from the sta­bil­i­ty of renew­able ener­gies.

Because: The rev­enue base of the assets – elec­tric­i­ty from wind and solar ener­gy, i.e. from nat­ur­al resources – is freely and gra­tu­itous­ly avail­able, the qual­i­ty of wind and solar ener­gy is con­stant and, more­over, does not fol­low mar­ket cycles.

Long-term investments with stable value

Par­tic­u­lar­ly in times of volatile cap­i­tal mar­kets and the expan­sive mon­e­tary poli­cies of cen­tral banks, renew­able ener­gy assets play an impor­tant role as long-term invest­ments with sta­ble val­ue: Tar­iff sys­tems over a peri­od of up to 20 years or long-term pur­chase agree­ments pro­vide a sta­ble plan­ning basis and an attrac­tive risk-return pro­file. Renew­able ener­gies are, there­fore, not only a rapid­ly grow­ing seg­ment in the field of alter­na­tive invest­ments but also make an impor­tant con­tri­bu­tion to the diver­si­fi­ca­tion and opti­mi­sa­tion of the risk-return struc­ture of insti­tu­tion­al invest­ment port­fo­lios with­in the frame­work of pro­fes­sion­al invest­ment strate­gies.

Renewable energies in figures

The real­i­sa­tion of the ener­gy tran­si­tion and the cre­ation of a sus­tain­able ener­gy sup­ply is one of the cen­tral polit­i­cal and social issues world­wide. The glob­al cli­mate pro­tec­tion tar­gets require enor­mous efforts to achieve the ener­gy tran­si­tion with­in the next few decades. Accord­ing to the EU Com­mis­sion, addi­tion­al annu­al invest­ments of €260 bil­lion are need­ed to achieve the Euro­pean cli­mate tar­gets alone.

The expan­sion of renew­able ener­gies is, there­fore, one of the cen­tral build­ing blocks of Euro­pean cli­mate and ener­gy pol­i­cy. By 2030, the EU Com­mis­sion wants to increase the share of renew­able ener­gies in gross total ener­gy con­sump­tion to 27 per cent.

Turn­ing point in the EU elec­tric­i­ty mar­ket: Renew­able ener­gies over­take fos­sil fuels for the first time

In the first half of 2020, the share of renew­able ener­gies in the Euro­pean elec­tric­i­ty mar­ket was greater than that of fos­sil ener­gy sources for the first time.

Investment focus on wind and solar farms

Active cli­mate pro­tec­tion also offers attrac­tive invest­ment oppor­tu­ni­ties. Wind and solar pow­er in par­tic­u­lar are among the most mature and estab­lished asset class­es. Both seg­ments are char­ac­terised by sig­nif­i­cant tech­ni­cal devel­op­ments in recent years. Also due to the EU-wide state sub­si­dies of the last decades and the cre­ation of clear and strict legal frame­work con­di­tions, these assets rep­re­sent a safe and reli­able source of ener­gy and income. Due to long-term remu­ner­a­tion mod­els – whether through state feed-in tar­iffs or long-term pur­chase agree­ments – these asset class­es are an impor­tant com­po­nent of mod­ern invest­ment port­fo­lios, espe­cial­ly in an uncer­tain and change­able mar­ket envi­ron­ment. At the same time, the high lev­el of tech­ni­cal matu­ri­ty of the assets offers sig­nif­i­cant poten­tial for the con­tin­ued oper­a­tion of the assets beyond their orig­i­nal life­time plan­ning.

Anoth­er option in this con­text is so-called re-pow­er­ing, i.e. replac­ing exist­ing com­po­nents with more pow­er­ful or effi­cient ones. A com­bi­na­tion of wind and solar assets at port­fo­lio lev­el also results in sig­nif­i­cant pos­i­tive diver­si­fi­ca­tion effects to sta­bilise the income streams of a renew­able ener­gy port­fo­lio and lim­it fluc­tu­a­tions in val­ue.

The CEE Group port­fo­lio is char­ac­terised by this com­ple­men­tar­i­ty between solar and wind pow­er. A large wind resource is avail­able in the win­ter months when there is lit­tle sun­shine, and the reverse is true in the sum­mer months. Plan devi­a­tions between wind and solar can, there­fore, large­ly bal­ance each oth­er out, which leads to a sta­ble per­for­mance of the port­fo­lio that has been proven for years.

Wind ener­gy


Solar ener­gy

Solar farms

As one of the fastest-grow­ing renew­able ener­gy tech­nolo­gies, util­i­ty-scale solar offers diverse and scal­able appli­ca­tions.

891 MWp installed capac­i­ty

47 estab­lished solar ener­gy farms

Wind farms

Our grow­ing wind port­fo­lio is diver­si­fied across attrac­tive ener­gy mar­kets in Europe: in Ger­many, France and Swe­den.

636 MWp installed capac­i­ty

45 estab­lished wind farms

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.