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IMPACT OPPORTUNITIES EQUITY

Investing in companies making a positive impact on people and the planet.

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We aim to outperform by investing in companies succeeding in their core purpose: to generate value by creating positive and sustainable change. By meeting the underserved needs of society and the environment, these impactful businesses are directly exposed to sources of enduring demand – the beta of future growth.

Tim Crockford

Lead Manager

Conviction

A highly concentrated global equity strategy that targets companies that provide innovative solutions to society’s underserved needs, and thereby have strong growth potential.

Unconstrained

Focused on companies exposed to the drivers of future growth, we aim to invest in future leaders rather than today’s index heavyweights.

Theory of change

As an essential part of the investment case for each portfolio stock, we connect their outputs with positive impacts on society and the planet, and return prospects for investors.

Impact themes

Our nine themes are aligned with UN Sustainable Development Goals, providing exposure to sources of future growth and supporting greater prosperity.

From SDG to opportunity

The Sustainable Development Goals (SDGs), an ambitious set of global objectives aiming to create prosperity for all and safeguard the planet by 2030, were created from a development rather than investment perspective. However, believing they can be a powerful way of identifying impactful companies, we created the Hermes SDG Taxonomy to clearly demonstrate connections between the goals and investment opportunities. Both precise and flexible, the taxonomy is a living piece of research targeting impact leaders – today and tomorrow.

Impact themes

Each theme helps us to define, validate and report on positive corporate impacts. Together, they link with United Nations Sustainable Development Goals (SDGs), an ambitious and universal set of objectives agreed by UN member states. This enables us to focus on businesses whose positive impacts are aligned with the growth drivers of tomorrow – and therefore the interests of long-term investors.

Engaging for impact

One of the most powerful forces in investment is the compounding of returns. It is why sustainability is the ultimate objective of business and forms the core of long-term value-creation processes within companies. Reporting and measuring on impacts achieved is essential to fostering strong relationships between companies and their investors. Active and collaborative corporate engagement, therefore, is an essential part of the approach and results in better alignment between all stakeholders in a business and encourages investors to take a truly long-term perspective.
          

Hermes Impact Opportunities - First year summary and looking ahead
Hermes Impact Opportunities - First year summary and looking ahead

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Related Insights

Impact Report, Q1 2019
We examine our exposure to the circular economy theme, with a deep-dive focus on plastics.
Impact Report, Q4 2018
A clear destination: how a company can reach social and environmental break-even
Video: Impact Opportunities - First year summary
Tim Crockford, Lead Manager of the Strategy, takes a look back at 2018 for the Strategy and discusses what is driving demand for impact investing.
Impact Report, Q3 2018
In our Q3 Impact Report, we explore next-generation sequencing and explain how two portfolio holdings in this field are generating positive impacts that support the delivery of the third United Nations Sustainable Development Goal – Good Health and Well-Being.

Sales Contacts

Jakob Nilsson,
Head of Business Development, Asia
Lin Chew,
Director - Business Development, Asia