Reasons to invest
We focus on attractive companies with the potential – through engagement aligned with the UN SDGs – to generate outcomes that benefit people, the planet and investors.
Why SDG Engagement Equity?
There is increasing understanding that the enduring success of companies is intertwined with that of the economies, communities and environments in which they operate and in which their employees and customers live. Companies are often uniquely situated – as a result of their integral position within communities, their direct relationships with employees and their connection with suppliers – to significantly impact the lives of a range of stakeholders.
We aim to generate positive societal and environmental impacts through engagements with companies focused on the UN SDGs. We believe there are compelling opportunities to create change and value among smaller companies whose operations, supply chains and products or services provide rich potential for improvement.
We view attainment of the SDGs as an opportunity to create value for shareholders. Through engagement, we not only look to improve a company’s sustainability profile, but generate additional insight into the characteristics and quality of businesses.
How we invest
We produce an engagement thesis for potential holdings. This outlines where we believe there is potential for achieving positive change, given the company’s particular geographic footprint and business model.
Engagement opportunities may relate to a company’s supply chain, direct operations, or products and services (sometimes all three are relevant).
Investment and engagement criteria are equally essential to the investment case:
Initially, portfolio weights are determined using investment metrics. They are then flexed up or down based on perceived engagement and impact potential. This is an iterative process, where the investment thesis and the progress being achieved are regularly tested.
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