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Impact Opportunities: H1 2020 Report

A concentrated, fundamental global equity strategy, the Federated Hermes Impact Opportunities Equity Fund seeks to generate value by investing in companies that create positive, sustainable change and strong long-term investment returns.

Impact investing: a key role to play in reshaping the future

Demand for impact investing has been on the rise: according to the Global Impact Investing Network, a study of 1,700 impact investors found that aggregate assets under management increased from $502bn in 2019 to $715bn this year. And as the world wrestles with the unprecedented challenge of the coronavirus pandemic, we have seen this demand accelerate further as the virus has put the need for impact investing under the spotlight.

Our H1 2020 report examines our Fund’s activity and performance in the first six months of the year, demonstrates our engagement progress, explains how three megatrends are shaping our investment thinking, and provides case studies illustrating how two of our current holdings are aligned to our health and wellbeing theme.

Risk profile
  • Past performance is not a reliable indicator of future results. 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.

     

More Insights

Impact Quarterly Report, Q3 2021
In the latest Impact Quarterly Report, we delve into the theme of Financial Inclusion, as a theme linked to 13 of the 17 UN Sustainable Development Goals (SDGs).
An asset class at a crossroads: reshaping credit through ESG
We outline our credit team’s ESG and engagement integration philosophy, and how the team is working to authentically integrate ESG into every step of its investment process.
Climate crisis in focus in EOS’s Q3 Public Engagement Report
In this issue we take a more in-depth look at the climate crisis ahead of COP26.
Beyond Headline Multiples: US Equities webcast, November 2021
Join Mark Sherlock, Henry Biddle and Steve Chiavarone for the latest webcast on Federated Hermes US SMID.
Fiorino: fighting disorder: how finance is working against climate change
With the Glasgow UN Climate Conference (COP 26) talks in the headlines, Fiorino examines how the European financial sector is already rising to the biggest challenge of the times – and why the industry must apply energy to maintain order...
Inflation and supply chain disruption: Impact on corporate sectors
Inflation and supply chain disruptions, along with the moderating pace of the post-pandemic earnings recovery, have made us more cautious on corporate fundamentals as we enter Q3 reporting season