Estari’s investment focus is on businesses that have developed proven solutions to issues affecting the Future of Cities, the Future of Food and the Future of Work.

“We have an immense opportunity to make this revolution, one which really puts people at the centre and one which is more inclusive, more purposeful and with more opportunities to create shared value together.”
 

Leena Nair, Unilever Chief HR Officer at the 2020 World Economic Forum Future of Cities – Sustainable Cities

Future of Cities

Sustainable Cities

Humans are rapidly becoming an urban species.  More than half of the world’s population already lives in cities or towns generating over 80% of global GDP and accounting for 75% of total energy use and greenhouse gas emissions, while occupying only 3% of the Earth's land.

The attractivity of cities will exacerbate challenges such as urban sprawl, traffic congestion, air pollution, crime, energy use, resource consumption, sanitation and waste management.

 

New types of mobility, energy, housing and circular economy solutions mitigate climate change while providing new business opportunities for the companies involved.

Helsinki Metropolitan Smart & Clean Foundation - June 2016

Future of Cities

Sustainable Cities

Estari sees that leading cities act as laboratories to test solutions for people and the planet. Building on a huge amount of available data and new technologies such as AI will allow cities to transform the flow of goods and people and to redesign buildings and urban centres. Adaptive lighting systems will be more energy efficient and increase security. Communication technologies and Internet of Things will reconnect citizens with public authorities.

Future of Food

Regenerative Food Systems

Global demand for food is expected to increase by 70% over the next three decades as the world’s population and nutritional needs change. Yet we are already unable to adequately feed everyone and the number of people going hungry around the world is rising. 

On the other side of the spectrum, obesity and related chronic diseases such as diabete are exploding at an unprecedented pace.

 

Earlier this year, we announced a new Sustainable Snacking Strategy, with new goals and commitments to ensure we’re making progress: source 100% cocoa volume for chocolate brands from cocoa life, make packaging for all our products 100% recyclable, and increase mix of portion-controlled pack to 20% of our snacks revenues.

Dirk Van de Put, Mondelez International - 2018 Mondelez Sustainability Report

Future of Food

Regenerative Food Systems

Food production is also inefficient, with the FAO estimating that a third of food produced is lost or wasted. The focus on just a few successful crops, seeds and animals is not only reducing biodiversity, but it is also dangerous, especially in the age of climate change. Many forget that the Irish famine came about due to an over-reliance upon a single, high-yielding potato.

Estari sees significant opportunities to accelerate companies that are building on new technologies to improve the safe production of sufficient and quality food while protecting our fragile ecosystems. These are companies breeding the crops that will reduce reliance on import using the development of soil microbiomes, companies using satellite imaging and data sources to improve farming efficiencies, companies changing the way we produce and transform food but also the way we measure its nutritious aspects and monitor consequences on human health.

Future of Work

Skilled and Engaged Workforce

The development of technology and automation brings rapid and dramatic changes in the labour markets. There is a widening skills gap, companies need to reskill or upskill their workforce, helping them develop soft skills (mainly problem solving, creativity, dealing with complexity, communication) and specific technical skills (mainly data analysis, engineering).

 

Employee Experience (EX) has become one of the biggest priorities in business. Faced with skills and people shortages in every industry, companies are bending over backward to make employees’ lives better.

Josh Bersin, Create a Meaningful Employee Experience: Workday’s Global Impact and Employee Life Team - January 2020

Future of Work

Skilled and Engaged Workforce

At the same time, companies have to increase productivity through employee engagement and wellbeing. Worldwide, only 13% of employees are ‘engaged’, i.e., connect with the companies mission beyond receiving a pay cheque in return for their time spent. Without a sense of work security and feeling they lack the necessary skills needed to do their jobs well, more employees are being diagnosed with mental disorders and spending time away from their workplace resulting in loss of productivity for companies and national economies and higher costs of care.

Estari sees significant opportunities to partner with innovative companies that have developed solutions to address these issues, e.g. companies identifying and quantifying the skill gaps, integrating adaptive learning techniques to provide highly efficient training to a broad audience or using social learning to allow agile sharing of knowledge within companies.

 

“Many countries will face challenges in meeting the needs of their growing urban populations, including for housing, transportation, energy systems as well as for employment and basic services such as education and healthcare.”

United Nations, Department of Economic and Social Affairs - May 2018