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IMPACT OPPORTUNITIES EQUITY

Investing in companies making a positive impact on people and the planet.

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We aim to outperform by investing in companies succeeding in their core purpose: to generate value by creating positive and sustainable change. By meeting the underserved needs of society and the environment, these impactful businesses are directly exposed to sources of enduring demand – the beta of future growth.

Tim Crockford

Lead Manager

Conviction

A highly concentrated global equity strategy that targets companies that provide innovative solutions to society’s underserved needs, and thereby have strong growth potential.

Unconstrained

Focused on companies exposed to the drivers of future growth, we aim to invest in future leaders rather than today’s index heavyweights.

Theory of change

As an essential part of the investment case for each portfolio stock, we connect their outputs with positive impacts on society and the planet, and return prospects for investors.

Impact themes

Our nine themes are aligned with UN Sustainable Development Goals, providing exposure to sources of future growth and supporting greater prosperity.

From SDG to opportunity

The Sustainable Development Goals (SDGs), an ambitious set of global objectives aiming to create prosperity for all and safeguard the planet by 2030, were created from a development rather than investment perspective. However, believing they can be a powerful way of identifying impactful companies, we created the Hermes SDG Taxonomy to clearly demonstrate connections between the goals and investment opportunities. Both precise and flexible, the taxonomy is a living piece of research targeting impact leaders – today and tomorrow.

Impact themes

Each theme helps us to define, validate and report on positive corporate impacts. Together, they link with United Nations Sustainable Development Goals (SDGs), an ambitious and universal set of objectives agreed by UN member states. This enables us to focus on businesses whose positive impacts are aligned with the growth drivers of tomorrow – and therefore the interests of long-term investors.

Measuring impact

The practice of impact measurement is not straightforward: it is a multidimensional and, at times, counterintuitive art that is still evolving. As such, it does not naturally lend itself to standardisation or quantification into a single, convenient metric. We treat impact measurement according to its complexities, using a framework that prioritises these complexities over simple numbers. For insights into our impact measurement philosophy, please read our commentary.

Engaging for impact

One of the most powerful forces in investment is the compounding of returns. It is why sustainability is the ultimate objective of business and forms the core of long-term value-creation processes within companies. Reporting and measuring on impacts achieved is essential to fostering strong relationships between companies and their investors. Active and collaborative corporate engagement, therefore, is an essential part of the approach and results in better alignment between all stakeholders in a business and encourages investors to take a truly long-term perspective.
          

Hermes Impact Opportunities - First year summary and looking ahead
Hermes Impact Opportunities - First year summary and looking ahead

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Related Insights

Impact Report, Q3 2019
In our latest Quarterly Impact Report, we present our impact measurement philosophy.
Annual Impact Report, 2018
In our inaugural Annual Impact Report, we reflect on how the fund has fared in its first full calendar year.
Impact Report, Q2 2019
In our latest Quarterly Impact Report, we examine the Hermes SDG Taxonomy.
Impact Report, Q1 2019
We examine our exposure to the circular economy theme, with a deep-dive focus on plastics.

Sales Contacts

Clive Selman,
Head of UK Sales
James Lucas,
Director - UK Institutional Business Development
Douglas Anderson,
Director - Consultant Relations
Thomas King,
Associate - Institutional Sales Support