We believe sustainable assets make for more resilient investments over the long run
Key to uncovering an asset’s true investment potential is understanding its impact on the planet and its people
We have developed a suite of cutting-edge tools that measure impact across the ESG spectrum
Profit margins. Potential growth. Market capitalisation. There are many ways of evaluating a company’s worth. But companies don’t exist in a vacuum. The way they behave has real-life consequences – negative and positive. If you don’t take those into account, you aren’t getting the full picture.
Take risk and return. That’s the traditional lens through which to judge investments. For us, that’s too narrow, which is why we bring in a third dimension: impact. Only by diving deep into a company’s environmental, social and governance factors are you able to determine their true costs and ultimately their impact-adjusted profits.
That’s why when we build portfolios, we look at a vast array of impacts a company, bond issuer or even government has on people and the planet. For those who ignore ESG factors, they are also ignoring the risks and opportunities companies and governments face. With society demanding responsible behaviour and regulators mandating sustainable practices, these risks can translate into financial costs that can hit a company’s bottom line. So sustainable investing is not just about driving positive change, it also makes investment sense.
We want to see companies that are run better, in every sense of the word. So we don’t just judge them from the sidelines – we roll up our sleeves and get involved. Our active ownership ethos means we engage with the companies we invest in, shaping them to be more sustainable - and therefore more resilient - over the long run.
There’s lots of talk about sustainability right now – but we’ve been talking about it for decades. Our sustainable investing experience goes back over 20 years during which time we’ve developed a cutting-edge sustainability research platform and a suite of proprietary impact measurement tools, known as impactIQ.
Our research and tools give us the full picture in understanding how companies are exposed to both the opportunities and risks. And when you combine this with how we engage with companies, we believe no other asset manager better understands the investment implications.
The values we look for in companies are also the values that we aim to embody ourselves. We are a founding member of the Net Zero Asset Managers initiative, we’re shrinking our carbon footprint with our own science-based Climate Transition Action Plan – as well as influencing others in our industry to do the same.
We’ve also partnered with a number of organisations globally to improve social mobility, such as supporting underprivileged children in the US, addressing inequality in London or empowering women in India.
“Sustainable companies not only have a positive impact but their business models are more resilient in the long term. So sustainable investing can benefit all stakeholders, not only shareholders”
Past performance is no guarantee of future performance. The value of investments and the income from them can go down as well as up, and you (or your clients) might not get back what you originally invested.
For illustrative purposes only and does not constitute to any recommendations to invest in the above-mentioned security / sector / country.
Access our sustainable investment policies, regulatory disclosures, voting reports and statements.
Profit is only the beginning. When we invest, we should expect more than financial returns.
Through committed engagement with companies’ management teams, active ownership is a key element of the value we bring to our clients.
Our corporate sustainability strategy is embedded into our business, and aims to accelerate improving equality and protecting our planet’s resources.