Enjoy the benefits of “best-in-class” sustainable investing
Environmental, social and governance (ESG) factors represent opportunities and risks for investors as companies rise to the challenges of a changing world.
Our AAA rated (MSCI ESG rating) “best-in-class” Europe Sustainable Equity Fund seeks to capture ESG opportunities, manage ESG risks and contribute to positive change. The fund invests flexibly, across any sector, in search of European companies that are helping to solve today’s most critical sustainability issues.
Climate change mitigation
Capital goods companies are at the forefront of the transition to a low carbon economy, providing the products needed to help replace fossil fuels with green energy.
Diverse and motivated workforce
While banks are vital to the provision of the estimated €4 trillion+ in debt financing that is needed for Europe to reach its carbon reduction targets by 2030, many European lenders are also leading the way in building diverse workforces1.
Drug makers are increasingly recognising the need to adopt patient-oriented business models that widen access to healthcare in a sustainable and ethical manner.
A leading global manufacturer of energy management and industrial automation equipment with a business model that is focused on sustainability.
Monitors its own sustainability objectives on an ongoing basis vs. an internal index and United Nations Sustainable Development Goals - progress is published on a quarterly basis and is audited by a third party.
Helps its customers meet their sustainability targets with a target to reduce scope 3 emissions – from its suppliers and clients – by 35% by 2030.
One of only five companies covered by the European Gender Diversity study that has both a female CEO and CFO or COO European Women on Boards, Gender Diversity Index, 2020).
Has pledged to decarbonise its loan book and stands out for the targets it has set specifically for the financing of renewable energy projects.
1 Source: Climate finance: a game of trillions, Keefe, Bruyette & Woods Europe, March 2021.
Has lowered the price of insulin from $4 to $3 per vial in low- and middle-income countries, where 80% of people with diabetes live, and has set a target to reach 100,000 children with type I diabetes by 2030.
Has set a 50/50 gender target for its management team after our engagement with the company highlighted a mismatch between women in the workforce (49%) and women in leadership positions (24% in senior management positions).
We are monitoring progress as the company tackles the causes of the mismatch (structural bias and low turnover), while targets are also tied to short and long-term incentive plans.
Gain exposure to Europe’s sustainable leaders
The fund looks to invest in companies that are taking action to promote resilient ecosystems and/or equal opportunities. The companies we invest in also demonstrate robust governance and strong financial performance.
Build a portfolio with sustainability at the core
Our four-step investment framework identifies best-in-class sustainable stocks through rigorous bottom-up research, uses corporate engagement to encourage sustainable leaders to take action where the greatest impact can be achieved, and looks to reduce exposure to, or exclude unsustainable sectors and stocks from the portfolio.
We systematically exclude certain industries to reflect our clients’ values.
We exclude companies that breach norms or that we identify as sustainability laggards.
We use quantitative research, fundamental analysis and engagement to seek best-in-class companies.
We engage on material issues to establish best practice, promote ongoing improvements and encourage positive change.