Durable. Notre engagement.

Your Questions Answered by SDG Engagement Equity

12 July 2021 |
Your Questions Answered: a quarterly Q&A series featuring the top 10 questions that clients and prospective clients ask our investment teams.

What do you aim to achieve in your engagement conversations? Are companies responsive to your engagement? These are just a couple of the most commonly asked questions about our SDG Engagement Equity capability by our clients and prospective investors.

In our latest edition, we sat down with our SDG Engagement Equity team to tackle the most pressing questions about the Fund.

1. Describe the philosophy of the SDG Engagement Equity Fund and why you engage with companies on the UN Sustainable Development Goals (SDGs) specifically?
2. What do you aim to achieve in your engagement conversations?
3. Are companies responsive to your engagements and why?
4. Why does the fund choose to focus on investing in small- and mid-cap companies?
5. How do you determine if a company is ‘engageable’?
6. Are there any specific SDGs that you engage on more than others?
7. How do you track your engagement progress?
8. How do you report on the effectiveness of your engagement activities?
9. What data sources (external and internal) do you use to determine a company’s level of SDGs alignment?
10. What is your sell discipline? If a company is attractive from the investment perspective, but your engagement efforts stall, what is your course of action? If the engagement objective is already achieved, but there is still investment upside, do you sell or hold?

Your Questions Answered by SDG Engagement Equity


Risk profile

  • This document does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.
  • The value of investments and income from them may go down as well as up, and you may not get back the original amount invested.
  • Past performance is not a reliable indicator of future results and targets are not guaranteed.

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