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Impact
Opportunities Equity

Backing tomorrow's winners, today

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We invest solely in measurable, sustainable impact. By identifying megatrends, the strategy backs tomorrow's winners today and has active, best practice stewardship at its core.

Ingrid Kukuljan

Head of Impact Investing

Key elements

Impact themes

We have identified nine key impact themes; each theme helps us to define, validate and report on positive corporate impacts. Together, they link with the United Nations Sustainable Development Goals (SDGs), an ambitious and universal set of objectives agreed by UN member states, which provide a plan to achieve peace and prosperity for people and the planet, now and into the future. 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.

Source: Federated Hermes, as at 30 June 2020

From sustainability challenges to impact opportunities

Energy transition

Food Security

Health & wellbeing

Engagement

We leverage the experience and expertise of EOS (Equities Ownership Services) at the international business at Federated Hermes, one of the world’s largest stewardship providers.

•  Positive feedback-loop: regular engagement with portfolio companies functions as a positive feedback-loop and help drive positive change
•  Tracking engagement: results-driven, progress-tracking approach to engagement
•  Helping measure impact: engagement is a key component of the impact measurement framework
•  Maximising impact: our engagement strategy is geared towards maximising positive impacts and mitigating negative impacts of portfolio companies

Measuring impact

Our multi-step impact assessment works to ensure that only truly impactful companies are included in our fund. We look to invest in companies which provide quantifiable impact that we can measure, monitor and report on. Nevertheless, we are aware that the disclosure of non-financial returns is evolving and it is easier for some companies to provide data than others, therefore we work with our invested companies to encourage and enable them to educate the market and investors.

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 Federated 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 assessment

In our investment validation process we identify and analyse the impacts of potential portfolio holdings.

Team

Ingrid Kukuljan

Head of Impact Investing

Ingrid joined the international business of Federated Hermes in February 2020 with over 22 years’ experience in financial services. As Head of Impact Investing, she is responsible for the construction and management of the portfolios within the Impact Opportunities strategy.

Martin Todd

CFA, Co-Portfolio Manager

Martin joined the international business of Federated Hermes as a senior analyst on the European Equities team in March 2013 and is now lead portfolio manager of the Sustainable Europe strategy, and co-portfolio manager of the Federated Hermes European Alpha Fund, Federated Hermes Europe ex-UK Fund and the Impact Opportunities strategy.

Amélie Thévenet

CFA, Co-Portofolio Manager

Amélie joined the international business of Federated Hermes Impact Opportunities strategy team in September 2020, with the view to becoming co-portfolio manager once she has been certified under the senior managers regime. She joined from Jupiter Asset Management, where she was the fund manager of the Jupiter Asian Fund and co-managed a sharia-compliant Emerging Markets mandate.

Jordan Patel

Senior Investment Analyst

Jordan joined the international business of Federated Hermes as a Senior Investment Analyst on the Impact Opportunities team in July 2020. Prior to joining, he was an equities analyst at Titan Capital Management where he covered the energy and industrials sectors, with a particular focus on the renewables, clean technology and water.

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