The world faces numerous challenges, from climate change and poverty, to rising inequality and pollution. As asset managers, we believe we can play a vital role in helping to address these issues.
For more information on the Global Equity Impact fund please contact us.
|Global Equity Impact Fund|
|Global Equity Fund Impact Report Q2 2018||Fund information|
|Impact Investing White Paper||Fund information|
|Fund Guide for End Consumers||Fund information|
|Fund Guide for Investment Professionals||Fund information|
|Impact Annual Report||Impact Annual Report|
|3D Investing – Fund Profile||3D Investing – Fund Profile|
|Fund InFocus||Fund InFocus|
How can investors target companies that seek to generate positive social and environmental impacts alongside financial returns? This slideshow presents ideas from our paper on embracing the UN’s Sustainable Development Goals in institutional investment.
Impact investing means investing in companies that generate positive social and environmental impacts.
It does not have to be philanthropy. Impact can be achieved alongside financial returns.
According to JP Morgan research, demand for impact investing could reach $1 trillion by 2020.
Impact investors look for companies that have environmental or social objectives at the heart of their commercial strategies – mission-led businesses.
For our full analysis, read our Impact Investing paper.
The United Nations set an agenda for sustainable development at the start of 2016.
It set 17 goals that aim to eradicate poverty…
…and address climate change, reduce inequality and cut unsustainable production and consumption.
It also set 169 specific targets to be achieved by 2030.
We have created eight pillars to align the analysis of companies’ products and services with these goals.
We select relevant key performance indicators from the 169 UN targets that can be measured for individual companies.
Mission-led businesses will vary in the maturity of their impact.
Their products and services move from research and development, into production, and finally to delivering measurable outcomes.
We have identified three stages of impact maturity:
We use data provided in company annual reports to calculate the tangible benefits delivered.
To illustrate, the measures above show the performance of four companies in our model portfolio that support the Circular Economy pillar.
Analysis starts with an assessment of the investment opportunity, then impact analysis.
There are five ways that active managers can actively engage with companies: