Strategy
Investment Objective
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Investment Approach
- Dual mandate simultaneously seeks both benchmark outperformance and positive environmental or social impact by investing in durable growing businesses with measurable impact criteria.
- Strategy is aligned to the UN Sustainable Development Goals (UN SDGs), a globally recognized framework designed to end poverty, protect the planet, and ensure prosperity.
- Pursuing positive impact drives every investment decision, which we assess across three pillars : 1) climate and resource impact; 2) social equity and quality of life; 3) sustainable innovation and productivity
- Strategy applies a high-conviction, impact-oriented approach designed to create a diversified portfolio to balance risk and opportunity.
Portfolio Construction
- Strategy uses a global opportunity set to look across all countries, sectors, and market capitalizations, while actively excluding non-impact areas of the global economy, to find stocks with clear impact and financial return markers
- Leverages integrated fundamental research and ESG resources to systematically and proactively evaluate the quality and long-term sustainability of investment candidates
- Target number of holdings is between 55-85 stocks
- Typical position sizes ranges from 0.5-5.0%
Past performance is not a reliable indicator of future performance.