Sustainability Inspires: How we use voting to make business better
How does voting help drive positive change and improve the performance of our clients' investments?
We have been evolving our approach to sustainable investing since 1992, with our first ethical fund launched in 1994. We consider ESG factors, in combination with traditional financial considerations, to assess the financial risks and opportunities that impact decision-making. Our sustainable investing approach offers: Embedded ESG expertise – our global Sustainability Group works closely with ESG experts embedded throughout different regions, asset classes and business functions; to offer comprehensive insight. Proprietary process, research and tools supporting investment critical insight - with added rigour, based on our own proprietary toolkit; complementing a broad range of third-party sources. An active ownership approach, which seeks to enhance and protect the value of portfolios by actively engaging with companies we invest in and using our voting rights to encourage progress in sustainability.
for comprehensive analysis
for rigorous investment insight
for enhanced outcomes and value
Our proprietary process, research and tools complement our third party sources. These tools empower us with an additional layer of investment-critical insight.
We identify ESG leaders and laggards by with our own house scores, which adds rigour to third party data. This includes a central ESG house score, ESG quality scores for equities and Fixed Income ESG risk ratings.
We identify how different climate scenarios may impact the valuations of companies we invest in based on a range of bespoke and realistic climate scenario outcomes.
We create a baseline to understand current carbon exposure for our assets and how that may evolve over time.
This is applied across investments in Fixed Income and Equities to support better information exchange, enhance insight, help prioritize resource and improve client reporting.
ESG Factors integrated into our investment process.
For investors seeking enhanced ESG integration with portfolio level sustainability targets and negative filters.
For investors looking for proactive management and awareness of sustainability issues through specific sustainability targets, negative exclusions and carbon commitments.
For investors interested in specific sustainable themes.
For investors targeting specific and measurable sustainable objectives.
Sustainable funds proactively invest in sustainable companies or other investment activities with enhanced management of Environmental, Social and Governance (ESG) factors. They avoid certain industries that are deemed unsustainable.
Find out how our asset class teams integrate sustainable investing into their strategies.
Harness a spectrum of equity opportunity - through fundamental, team based research.
Harness the full spectrum of fixed income solutions to target powerful outcomes.
Blend a broader range of asset classes to target your risk-reward requirements.