Our approach

At the core of our investment processes, analysts and portfolio managers integrate consideration of relevant ESG factors into their company, asset and sovereign evaluations and investment decisions. This allows them to identify and assess areas of risk or opportunity which may not be understood by all market participants, providing them with a relative advantage.

We use stewardship –proxy voting, company engagement and policy advocacy- to encourage companies and policy makers to improve their performance on sustainability topics. This helps us to manage risk in the near and long-term, enhances our knowledge and understanding as an investor, and creates positive externalities- all of which benefit our clients.

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We expect companies to meet their fundamental obligations in human and labour rights, protecting the environment and ensuring anti-corruption safeguards wherever they operate, in line with the UN Global Compact Principles. We engage with companies regarding areas in which they fall short, and exclude the worst offenders. We also have a series of sector policies that set out the conditions for investing in particular sectors and guide our screening requirements and engagement.

We believe a better world is one with an economic model that includes a successful energy transition, is more environmentally sustainable, and more equitable and inclusive – our “3Es“, critical preconditions that are the focus of our sustainability efforts. We also believe that institutional investors – including both asset managers and asset owners – have the opportunity, indeed the obligation, to take action to help achieve the Sustainable Development Goals and the Paris Agreement.

Our Sustainable+ range integrates the four core pillars of our sustainable offer and adds something more: “Enhanced ESG“ strategies that bring together multi-factor, best-in-class and labelled funds; “thematic“ strategies that invest in companies that provide products and services that offer concrete solutions to specific environmental and/or social challenges; and lastly, “impact“ strategies that generate deliberate and measurable positive social and/or environmental impact in addition to financial performance.

Walking the talk is critical to achieving excellence. As a sustainable asset manager, our corporate practices and disclosures should match or exceed the standards we expect from the entities in which we invest. To achieve this, we have a four-pronged approach to integrating sustainability in our operational and community activities: decreasing our operational CO2 emissions and reducing our waste to landfill, achieving a more gender-balanced workforce, and focusing our community initiatives on youth inclusion.