Bertie joined in 2020 as an associate for the Fixed Income team. In his role, he supports our engagement and fund management efforts across climate and sustainability-themed fixed income products. Previously, he worked at BlackRock and the Foresight Group, where he learnt to use ESG analysis in sustainability-related fund management. He also worked with the Reserve Bank of India in its Pune Institute, researching the prospects and challenges of microfinance in India. Bertie graduated with a first-class BA (Hons) in Economics and Business Management from Newcastle University and has passed the CFA Certificate in Climate and Investing.
In this inaugural report, we delve into what makes the Federated Hermes Climate Change High Yield Credit strategy unique. As well as introducing our process and team, the report provides an overview of our proprietary Climate Change Impact (CCI) score, complete with portfolio examples to illustrate the scoring system in practice.
Our 2021 Annual Report outlines how the SDG Engagement High Yield Credit strategy delivered on its colinear objectives: strong financial performance for investors, and future, positive social and environmental impact contributing to achieving the United Nations’ Sustainable Development Goals.