A fundamental investing approach, aiming to deliver financial outperformance across changing market environments.

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The Investment Week Best Newcomer Sustainable Equity winner category was open to active equity funds with a sustainable objective and between a one-year and three-year track record as at 31 January 2024. It was awarded to a portfolio within the strategy. The entrants are judged by a panel of sustainable investment experts from across the industry who decide the shortlists and award winners. The awards were announced in September 2024 and open to funds that are available to UK retail/wholesale investors.

Our deep ESG, impact and engagement expertise has contributed to sound long-term investment decisions, positioning the fund to thrive in a less accommodative macro environment. Watch the video to learn more.

Not all stocks are worth picking...

We invest in attractively priced companies in three key categories:

We believe applying the sustainability lens effectively can help identify durable companies with the potential to drive long-term financial outperformance. Sustainable Global Equity is built around businesses leading the way to a more resilient global economy.

Impact:

Companies with growth potential, whose products and services drive positive change and directly address the UN SDGs.

Leaders:

Resilient, high-quality ESG companies with best-in-class operational metrics and governance.

Improvers:

Overlooked companies which offer value and great potential; the Leaders and Impact companies of the future.

Not all themes are worth following...

How are we supporting the shift to a more sustainable future?

Our research-driven investment process is designed to capture the best opportunities across global equity markets.

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Life sciences

Life sciences: Healthcare treatment and innovation

Multiple drivers for growth are evident in the healthcare sector, creating significant opportunity both in terms of societal outcomes and financial returns. These include ongoing population growth, higher life expectancy, and continuing innovation.

We are particularly focused on three key areas: preventable diseases, biologics, and tools and services.

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Glass dome of the building from the inside

Buildings and construction

Buildings and construction: Energy efficiency

Buildings accounted for 37% of global greenhouse gas emissions in 2022, along with 34% of global energy demand. A rising global population, technological innovation and increased adoption of building codes all herald a transformation in the way the construction sector addresses its carbon footprint.

By 2060, the world’s building stock is set to more than double; in combination, these factors create huge potential to support the creation of a more sustainable built environment while achieving strong financial returns.

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Technology

Technology: Artificial Intelligence (AI)

Generative AI has the potential to automate a wide range of complex and labour-intensive tasks that would otherwise be prohibitively expensive, time-consuming, or even impossible. According to research by Accenture, 98% of global executives see AI foundation models playing an important role in their organisation’s strategies in the next three-to-five years.

Federated Hermes has a full AI and data governance engagement framework in place, enabling us to capture new AI-linked opportunities while mitigating the potential reputational, regulatory, and financial risks for companies.

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