Investment Approach

• The strategy aims to have a positive impact on the environment and society by investing primarily in U.S. investments, where the companies’ current or future business activities are expected to generate measurable, positive impact whilst at the same time seeking to increase the value of its shares by compounding growth in the value of its investments over a full market cycle.
• This strategy is aimed at investors looking for exposure to the US stock market while investing in companies driving positive social and environmental impact.
• The 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.
• The strategy applies a high-conviction, impact-oriented approach designed to create a portfolio that is diversified and optimally balances risks and opportunities.