- Capital markets will be shaped profoundly by global sustainability challenges, particularly climate change, environmental pollution, natural resource constraints, demographic and human capital issues such as diversity, inclusion and gender equity.
- These trends will drive growth for well-positioned companies and create risks for those unable or unwilling to adapt.
- Fundamental analysis which incorporates long-term risks, including environmental, social and governance (ESG) factors, enhances investment decisions.
- In companies and assets that we believe are well positioned to benefit from the transition to a more sustainable economy.
- In companies that we believe are higher quality, with strong business models and governance, that demonstrate sound management of risk whilst being able to adapt intelligently to changing conditions.
- A well-rounded suite of investment solutions spanning multiple asset classes, aiming to deliver superior risk-adjusted returns over the medium to long term.
- Investment solutions underpinned by proprietary investment tools designed to allocate clients’ capital towards the sustainable economy.
‘Weeding out’ not-quite-so green bonds
The additionality and environmental credentials of each issuance must be scrutinised.
Natural selection: the investment case for addressing biodiversity loss
In this Q&A, Lisa Beauvilain and Chris Dodwell explain why biodiversity loss is critically important for investors to consider, and how investment opportunities are arising from reducing pressure on the natural world.
What is Sustainable Allocation? A balancing act in turbulent times
After a challenging year for both equities and bonds, have traditional approaches to asset allocation had their day?
The Department of Labor is Right: Sustainability Factors are Material
Outlook 2023: Why testing times call for sustainable solutions
The macroeconomic backdrop in 2023 will be a real test for companies, with the impetus for authentic solutions to sustainability challenges being greater than ever.