The Hermes Impact Opportunities Strategy is an actively managed global equities strategy that invests in companies that we believe should earn above market returns because they are making a positive impact on people and the planet.
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.
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.
Enhancing resource efficiency and waste reduction
Transforming the energy system to power a low carbon economy
Providing crucial solutions and services to impactful companies
Improving vehicle efficiency to increase low-carbon transportation
Improving access to quality water supply and preservation of the resource
Improving life expectancy and quality
Providing opportunities for all
Providing financial services to underserved populations
Video: Key Impact Themes
Tim Crockford, Lead Manager of the Hermes Impact Opportunities Equity Fund, discusses the fund’s key impact themes. Each of our investments is aligned with one of eight themes, which are focused on improving the lives of people, protecting the planet and boosting prosperity worldwide. Tim also comments on how the team identify the companies in which they are going to invest and how they then gauge and validate the impact that these companies will have on society.
Podcast: Key impact themes