Reasons to invest
We seek to identify companies that are leading the way in sustainability. In doing so, we employ both positive and negative screening techniques to concentrate our investments in companies with best-in-class sustainability characteristics.
Why Sustainable Global Investment Grade Credit?
We aim to identify attractive investment grade corporate issuers that meet the sustainable requirements of the fund, where we see valuation anomalies across geographies, along credit curves, and within capital structures.
How we invest
Company and security selection
We perform bottom-up sustainability research and analysis on a refined investment universe, with a focus on revenue alignment to the SDGs and sustainable indicators (water, waste and carbon footprint).
We assess companies’ operating, financial and ESG strengths, views that we combine with insights from analysts and engagements. Following this, we search for relative value across issuers’ capital structures.
Our credit scores and outputs from our bottom-up sustainability research determine our base position weights. In general, a high SL score will tend to equate to a higher weighting in the portfolio to reflect the maximum impact on the sustainable objective.
We refine the weightings based on the risk profile (convexity, liquidity, curve, instrument type, etc.) of securities.
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