The Euro Kurzlaufer Strategy’s global short duration approach allows it to respond and maximise overall returns based on the relative value of assets, whatever the direction of yields.
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Alliant to create positive impacts on society.
Within the SDG Engagement Equity capability, both attractive investment fundamentals and the potential for a constructive engagement programme are equal pre-requisites for investment. This is well-illustrated through our exposure to Alliant Energy, an integrated utility company supplying electricity and natural gas to retail and wholesale customers in the US.
Alliant is a well-managed, diversified utility company that operates in Wisconsin and Iowa and serves an economically diverse region. The firm has a clear plan outlined for capital expenditure and operates in a favourable regulatory environment. The increasing number of different renewable energy sources, coupled with the declining role of coal producing energy sources over time, offers the company the potential to increase its rate base. We believe that this potential has not been sufficiently recognised and valued by the market.
There is also scope to further accelerate the company’s clean energy transition. We believe this can be achieved while treating employees negatively impacted by coal plant closures sensitively and fairly.
To dive into the details of Alliant’s theory of change, our engagement progress to date and our next steps, read the full case study.
Slower growth rates, tighter labour markets, higher inflation and normalising monetary policies provides the classic backdrop to a great rotation from growth to value stocks. But, as we discuss in this edition of Spectrum, this cycle looks different compared to anything we have seen in decades.
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding National Instruments to create positive impacts on the environment.
The SDG Engagement Equity Fund focuses on attractive companies with the potential – through engagement aligned with the Sustainable Development Goals (SDGs) – to generate outcomes that benefit people, the planet and investors. Here we demonstrate how we are engaging with current holding Clear Harbors to create positive impacts on society.
People have woken up to the scale of change needed to address the climate crisis but it is institutional investors who hold the key, says Impact Investing Institute chief executive Sarah Gordon
Within the SDG Engagement Equity capability, both attractive investment fundamentals and the potential for a constructive engagement programme are equal pre-requisites for investment. This is well-illustrated through our exposure to Alliant Energy, an integrated utility company supplying electricity and natural gas to retail and wholesale customers in the US.
Alliant is a well-managed, diversified utility company that operates in Wisconsin and Iowa and serves an economically diverse region. The firm has a clear plan outlined for capital expenditure and operates in a favourable regulatory environment. The increasing number of different renewable energy sources, coupled with the declining role of coal producing energy sources over time, offers the company the potential to increase its rate base. We believe that this potential has not been sufficiently recognised and valued by the market.
There is also scope to further accelerate the company’s clean energy transition. We believe this can be achieved while treating employees negatively impacted by coal plant closures sensitively and fairly.
To dive into the details of Alliant’s theory of change, our engagement progress to date and our next steps, read the full case study.
Alliant Energy: engagement commentary
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