SUSI Energy Efficiency Fund - European Union

The SUSI Energy Efficiency Fund is designed for conservative, sustainably oriented institutional investors and finances energy efficiency retrofits of buildings, manufacturing facilities and public infrastructure to reach the European Union energy and climate targets.

Fast facts:

5,476 tonnes of CO2 are mitigated annually;
The total investment volume of this project is EUR 300 Million;
The Fund’s duration is 12 years with a total projected CO₂ savings of 3,000,000 tonnes.

The problem

The potential of energy savings in the European Union is still underestimated, and with a growing population, energy demand and improved welfare is increasing.

The solution

The SUSI Energy Efficiency Fund finances energy efficiency measures in buildings, manufacturing facilities and public infrastructure. Technologies such as LED lighting, heat recovery, building management systems, heating, ventilation and air conditioning are implemented to guarantee the energy savings. The energy saving model allocates the risk of an energy efficiency project evenly between the involved parties. The industrial building owner obtains a balance sheet-neutral upgrade of their buildings (without using own capital) and receives a share of the savings; the technology partner implements the energy saving technology and is able to expand its services; the financing partner (SUSI Energy Efficiency Fund) generates attractive and predictable returns for its investors. The investors benefit from regular distributions and no exit risk as projects are fully amortized during the Fund lifetime.

Helping the planet

The impact of SUSI’s investments is the reduction of greenhouse gas emissions. This is achieved by the execution of energy efficiency projects. CO2 savings are obligatory and are calculated for each project financed by the Fund. The SUSI Energy Efficiency Fund bridges the financial gap to reach the European Union’s climate and energy targets.

Helping people

The beneficiaries are the customers (communities in Western Europe and industrial companies in Germany), the institutional investors (they profit from stable returns with a risk/return-profile and investments with a measurable positive environmental impact) and the technology partners profiting from new mandates.

Scaling Up

The SUSI Energy Efficiency Fund has raised EUR 300 Million from institutional investors to finance energy efficiency projects in Europe. This Fund has been closed and is the investment phase and can therefore not be enlarged. But, a new Energy Efficiency Fund could be set up, with a larger capacity and different geographic focus.