Within our ESG risk-focused category, we offer Integrated ESG* strategies which aim to incorporate material E, S, and G risk considerations into our investment process across asset classes, to seek a better risk/return profile.

Integrated ESG strategies apply our firm-wide exclusions but do not further restrict the investment universe, but portfolio managers are required to monitor financially material E, S, and G risks for each portfolio holding.

When the portfolio management team still sees a compelling opportunity to invest in a company, despite an acknowledged E, S, or G risk, they must document the company specific risk/return expectation in our collaborative system. Because our portfolio managers understand E, S and G risks we’re in a unique position to engage with those companies to address  the risks  through change. One of the strengths of Integrated ESG is that it builds an additional factor into existing investment processes: enhancing rather than changing the process. 

* Integrated ESG is not considered sustainable according to EU Sustainable Finance Disclosure Regulation

Our Sustainability-focused strategies aim to create sustainable portfolios reflecting our clients’ values through minimum exclusions and second layer of sustainable investment approach. This second layer can consist of the Climate Engagement with Outcome or SRI best-in-class considerations.

• For our strategies that apply the CEWO approach, we combine minimum exclusions and aim to engage with companies on the climate transition pathway towards a CO2 net zero future. If the issuer does not respond to requests or does not show an improvement effort over time in their climate pathway, divestment will be considered in the escalation process.
• SRI best-in-class strategies focus on portfolio construction geared towards a superior ESG quality through minimum exclusions and positive screening. Both, financially material and non-material ESG factors are part of the analysis.

Our Impact-focused strategies aim to enable our clients to maximise their exposure to positive environmental and social outcomes by offering a suite of impact-focused approaches across public and private asset classes.

• Our SDG-aligned strategies invest in companies providing solutions that contribute to positive environmental and societal change in alignment with the UN’s Sustainable Development Goals.
• Our Impact investment strategies are defined by three core beliefs: 
  • Intention: The intention of a strategy and its investments is to generate incremental positive social and/or environmental value while delivering financial returns.
  • Association: There is a clear association between each investment and the positive output delivered.
  • Measurement & report: The impact will be measured on a best efforts basis and reported in order to validate each specific strategy.