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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.

https://www.bee-ev.de/unsere-positionen/europa

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

Com­bined

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

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