We believe that the greatest opportunities lie in solving the greatest challenges facing both People and the Planet. To that end, our investment process focuses on identifying the world’s largest social and environmental challenges, and seeks out companies whose products and services provide lasting solutions, resulting in positive performance from their positive impact.
Concentrated 30-60 global developed market stocks
Target MSCI World +2% (gross) over rolling 5 years
Diversified multi-theme, liquid mainstream structure
Long only, unhedged, no derivatives
We fully integrate sustainable investment factors into our understanding of each company we analyse. By identifying the sustainable themes and megatrends that will drive company revenues, and by assessing the sustainability of operations that will impact profits and returns, we identify those companies that can excel over the long term.
Medical Innovation, Affordable Care, Medical Efficacy, High Impact Disease, Fitness, Safe Mobility, Education, Inclusive Economy, Connectivity, Nutrition, Finance for Good
Frontier Technology, Water, Clean Energy, Electrified Mobility, Future Food Systems, Resource Efficiency, Waste Management & Circularity, Renewable Materials
Today's challenges, tomorrow's opportunities.