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GLOBAL EQUITY SCREENED ESG

Aiming to achieve long-term capital appreciation by investing primarily in equity securities that are components of the MSCI World Index. The portfolio will not invest in companies engaged in unethical or unsustainable activities.

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We use ESG metrics alongside more traditional fundamental investment factors, whilst incorporating investors’ bespoke ESG preferences.

Louise Dudley

Portfolio Manager

Consistency

Aiming to beat the benchmark each quarter and by 2-3% every year, this product has outperformed in nearly all market environments since its 2007 inception.1

Customisability

Our investment approach can be easily tailored to meet your specific risk, reward and ESG requirements.

ESG integration

Companies with a good or improving ESG track record are favoured. Hermes EOS provides best-of-breed ESG intelligence.

Fundamental focus, systematic execution

Companies are systematically analysed to identify the most attractive fundamental characteristics, and undergo a bottom up sense check.

Risk Management

Proprietary risk management tools enable the team to monitor and neutralise macroeconomic risks before they impact returns. Portfolio stress tests provide forward-looking views of the impacts of such potential risks.

Style agnostic

Analysing companies from a broad range of perspectives helps to generate positive returns in various market environments and defend against large swings in style.

Investment objective

We aim to achieve long-term capital appreciation by investing primarily in equity securities that are components of the MSCI World Index, or companies listed in the countries referenced in this Index. The portfolio will not invest in companies engaged in unethical or unsustainable activities, as defined by the proprietary exclusion list which is updated on a quarterly basis.

Exclusions

The exclusion list includes companies:

  • Identified by EOS as involved in controversial weapons
  • On EOS’s Controversial Companies Report with a High Severity rating for environmental and social risks and where engagement is deemed unfeasible
  • Generating >10% of revenue from gambling, tobacco, logging, nuclear energy or armaments

Past performance is not a reliable indicator of future results and targets are not guaranteed.

Team

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Related Insights

Global Equity ESG: Annual Report 2020
Combining attractive fundamentals and good or improving ESG characteristics
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New research from the Global Equities team at the international business of Federated Hermes shows that companies with good or improving social practices can potentially add up to 17bps each month to returns.
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Sales Contacts

Michael Kalenberg,
Director - Distribution, Switzerland
Ksenia Kelly,
Director - Distribution, Switzerland