Investing in an underappreciated opportunity with enormous potential.
In our impact strategies, we aim to achieve positive, measurable social and environmental outcomes alongside competitive financial returns. We do this by investing in companies whose core products and services represent solutions to major global problems not addressed by other, nonmarket means. From affordable housing to clean energy to internet access, companies we invest in have improved the lives of millions of people around the world.
3 categories. 11 themes. A world of opportunities.
Measuring impact is central to our process. With extensive research and the development of proprietary key performance indicators (KPIs), we seek to determine each company’s progress toward effecting positive social and environmental change.
By adopting a structured, repeatable methodology, we aim to hold ourselves — and the companies we invest in — to high standards of accountability for measuring and achieving impact.
The KPI examples are for illustrative purposes only.
Invests in the equities of public companies that we believe are solving the world’s biggest social and environmental problems
Seeks to invest in fixed income issues whose proceeds help solve great social and environmental problems
Long-term trends such as climate change or emerging markets economic development encompass underappreciated investment themes.
Climate change will almost certainly lead to asset repricing, creating some unexpected investment opportunities and risks. And developing countries with policies geared toward long-term economic prosperity may prove to be good investments over time.
Using climate research in investment decisions
We believe climate change will lead to asset repricing, creating unexpected investment opportunities and risks. The shift to a lower-carbon existence is already underway, and it may become imperative in coming decades.
In our view, companies, industries, and geographies that adapt to or mitigate climate risks have the potential to be long-term outperformers.
Investors should consider the risks that may impact their capital. The value of your investment may become more or less than the amount you initially invested.
Climate change poses risks and opportunities for many industries, presenting a host of adaptation and mitigation solutions.
Energy infrastructure design
Utility-protection systems and infrastructure
Energy infrastructure design
The examples shown are presented for illustrative purposes only and are not to be viewed as representative of actual holdings. Source: Wellington Management
Sustainable, lasting growth as opposed to growth at all costs
Today, economic progress in emerging markets (EMs) is powered in part by forces related to sustainability.
We focus on long-term development metrics, tuning out the noise of short-term growth cycles, in the hunt for investment opportunities.
Our research focuses on identifying:
Seeks to invest in companies focused on climate mitigation or adaptation
Invests in companies that we believe contribute to or benefit from secular development trends in emerging markets
Quantitative strategy aimed at investing in companies contributing to a lower-carbon future
Climate risk, talent management, board composition, and many other ESG-related issues can affect financial performance and impact a company’s long-term intrinsic value.
We believe we can arrive at more informed investment decisions by understanding these risks. Our portfolio management teams work closely with our ESG, equity, and fixed income analysts to integrate ESG research holistically into their security analysis.
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