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Responsible investing · 2026-03-02 · RVS Investment Institute
A sustainable investor’s guide to AI
How responsible investors can underwrite the AI build-out without ignoring energy and labor.
EQuilibrium respondents named AI, the energy transition and deglobalization as the megatrends reshaping strategy.
This guide is the RI overlay on that survey: power demand, data-center real estate and listed software concentration.
Our research approach
Global context, specialist conviction.
Our Investment Institute connects macro, asset-class, fundamental and sustainability research so a view can be tested from more than one direction.
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For professional and educational use only. This material is not investment advice or a recommendation. Capital is at risk.