A forward-looking approach for a changing world
Sustainable investing is a forward-looking approach that aims to deliver long-term sustainable financial return in a fast-changing world.
We believe environmental, social and governance (ESG) factors will increasingly affect the ability of companies to operate and generate returns, today and over the long term. ESG factors also represent opportunities that investors can capture as companies innovate to build a sustainable future.
Sustainable solutions built on our active heritage
OUR BROAD RANGE OF DEDICATED SUSTAINABLE SOLUTIONS
ESG Integration
Systematic inclusion of financially material Environmental, Social and Governance factors in investment analysis and investment decisions.
Best-in-Class
Invest in companies that lead their peer groups in ESG performance; exclude certain companies based on ESG criteria.
Positive tilt
Tilted towards sectors, companies or projects with positive ESG characteristics; exclude certain companies based on ESG criteria.
Thematic
Invest with a thematic focus on a UN Sustainable Development Goal or other specific ESG theme.
OUR COMMITMENT TO SUSTAINABILITY
We are a signatory to the Net Zero Asset Managers initiative, through which we have committed to support investing aligned with the goal of net zero greenhouse gas emissions by 2050 or sooner*. We will partner with you on your transition to net zero, set targets for assets that we determine can be managed within net zero pathways, and accelerate our corporate engagement, stewardship and policy advocacy on climate change.
We are committed to creating a sustainable future for our clients, our employees and our community by promoting sustainable business practices.
*Net Zero Asset Managers Initiative. https://www.netzeroassetmanagers.org/ Note: Fulfilling the NZAMI commitment will be contingent on working in partnership with our asset owner clients. NZAMI Initiative acknowledges that the scope for signatories to invest for net zero depends on the mandates agreed with clients and clients' and managers' regulatory environments. They also acknowledge these commitments are made in the context of our legal duties to clients and unless otherwise prohibited by applicable law.
Risk summary
Investing on the basis of sustainability/ESG criteria involves qualitative and subjective analysis. There is no guarantee that the determinations made by the adviser will align with the beliefs or values of a particular investor. Companies identified by an ESG policy may not operate as expected, and adhering to an ESG policy may result in missed opportunities.