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Global Equities: introducing our Sustainability Assessment Framework

Through our innovative tools and approaches, we continue to evolve and advance best practice in the way that we evaluate ESG risk and sustainability

As the sustainability landscape evolves so does the innovative approaches and tools of the Federated Hermes Global Equities team

In the first part of our sustainability series, we present the Global Equities’ team new sustainability assessment framework and discuss how we leverage our in-house engagement insights to improve appraisal.

Key points:

  • Through our innovative tools and approaches as well as our pioneering research, we continue to evolve and advance best practice in the way that we evaluate ESG risk and sustainability.
  • We have constructed a framework for evaluating a company’s capacity to facilitate Sustainable Wealth Creation while minimising Sustainable Wealth Destruction.
  • This framework lays the foundations of our proprietary Sustainable Opportunities Score, a quantitative measure of our sustainability assessment that aims to systematically identify companies that are best placed to benefit from the ever-increasing number of sustainable growth opportunities.

 

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Risk profile

Past performance is not a reliable indicator of future results. Targets cannot be guaranteed. 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.

The holdings discussed in this report do not represent all of the securities held in the portfolio and it should not be assumed that the above securities were or will be profitable. This information does not constitute a solicitation or offer to any person to buy or sell any related securities or financial instruments.

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Louise Dudley
CFA, Portfolio Manager

Louise joined the international business of Federated Hermes in March 2009 and leads the ESG and responsible investment research strategy within the Global Equities team. Building on her experience developing factor testing platforms and enhancing the factor modelling capabilities of the team’s systems, Louise has applied this comprehensive analysis to ESG applications. Having delivered research supporting the returns from ESG integration, this has led to the creation of innovative customised product solutions and tools fulfilling client needs. Louise originally joined the company as a member of the stewardship advisory business, EOS. Prior to this, she worked for Coca Cola in a financial accounting role having graduated with a Master’s degree in Engineering from the University of Durham. Louise holds the IMC and is a CFA charterholder.  She is a board member of the UK Sustainable Investment & Finance Association and in 2017 was named one of Financial News' Rising Stars of Asset Management.

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