Jefferies

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We hosted a call led by Aniket Shah and Luke Susams to challenge claims that sustainable investing is decelerating. KTs: 1) Corporates are maintaining or increasing sustainability investments, with privates leading on decarbonisation & profitability; 2) Asset owners are driving the market, with strong ESG mandates & decarbonisation shaping flows; 3) Beyond sustainability, company growth is being driven by tech, policy support, & human capital. *Slides attached* Public companies are holding or increasing sustainability commitments, despite short-term volatility. EcoVadis data shows 50% of US executives kept sustainability investment unchanged in 2025, with many increasing spend but not publicising it (otherwise known as “greenhushing”). Few have reduced investment, and pushbacks are seen as temporary. In Europe, regulatory reversals and disclosure fatigue are emerging risks. Despite this, material sustainability priorities — such resilient supply chains and emissions reduction targets —

Jefferies EUROPE | Sustainability & Transition Strategy The Glory Years Incoming: Sustainable Investing’s True Momentum We hosted a call led by Aniket Shah and Luke Susams to challenge claims that sustainable investing is decelerating. KTs: 1) Corporates are maintaining or increasing sustainability investments, with privates leading on decarbonisation & profitability; 2) Asset owners are driving the market, with strong ESG mandates & decarbonisation shaping flows; 3) Beyond sustainability, company growth is being driven by tech, policy support, & human capital. * Slides attached* Public

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