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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

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In our latest Credit Pulse, we look at bankruptcies and recovery rates, and present a case study on an energy fallen angel.
Impact Quarterly Report, Q2 2021
In the latest Impact Quarterly Report, we delve into Energy Transition as a theme that goes beyond energy production.
The international business of Federated Hermes joins Net Zero Asset Managers initiative
The international business of Federated Hermes is among 41 new signatories to join the Net Zero Asset Managers initiative.
The Meeting Room Webcast: Asia ex-Japan, July 2021
Join Jonathan Pines and Sandy Pei for the Federated Hermes Meeting Room: Virtual Portfolio Briefing on Asia ex-Japan
Your Questions Answered by SDG Engagement Equity
A quarterly series featuring the top 10 questions that clients and prospective clients ask our investment teams.
Ahead of the Curve, Q2 2021
Silvia Dall’Angelo, Senior Economist, provides a macroeconomic update and delves into three themes.