The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Eagle Materials to create positive impacts on the environment.
Within the SDG Engagement Equity capability, both attractive investment fundamentals and the potential for a constructive engagement programme are equal pre-requisites for investment. Eagle Materials, as the largest domestic-only producer of cement, aggregates, and wallboard in North America, could support more sustainable cement manufacturing.
Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks. But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding National Instruments to create positive impacts on the environment.
People have woken up to the scale of change needed to address the climate crisis but it is institutional investors who hold the key, says Impact Investing Institute chief executive Sarah Gordon
Eagle Materials: engagement commentary
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