PHILADELPHIA, PA — Glenmede Investment Management has introduced the Glenmede Energy Resilience Strategy, a new actively managed equity portfolio aimed at capturing investment opportunities emerging from the country’s rapidly evolving energy landscape.
The strategy, developed by Glenmede’s Disciplined Equity Team in collaboration with its Sustainable Investing Team, is designed to identify U.S. mid- and large-cap companies positioned to benefit from a more diversified, technology-driven energy ecosystem. The approach blends fundamental research with a proprietary framework to evaluate companies’ roles in the transition.
The portfolio seeks exposure to businesses developing efficient energy technologies, modernizing power infrastructure, supplying essential components, or improving energy consumption through efficiency and sustainability. It also targets firms financing the infrastructure needed to support the shift. The goal is to align with companies expected to help build a more resilient energy system capable of meeting rising national demand.
Elizabeth Eldridge, president of Glenmede Investment Management, said the moment presents a compelling investment opening. “The energy transition isn’t just about renewables, it’s about resilience—building an energy system capable of meeting accelerating demand through innovation, diversification, and efficiency,” she said. “We’re proud to launch an investment strategy that provides exposure to what may be one of the defining transitions of this time.”
The launch expands Glenmede’s lineup of thematic strategies, which are designed to position portfolios around structural, long-term shifts shaping the economy. The firm points to increasing energy requirements — particularly from the growth of data centers supporting artificial intelligence — as a key driver behind the strategy’s development.
The Glenmede Energy Resilience Strategy is now available to institutional and qualified investors.
For the latest news on everything happening in Chester County and the surrounding area, be sure to follow MyChesCo on Google News and MSN.