Search this website. You can use fund codes to locate specific funds

Sustainable Global Equity Report, Q4 2021

It is increasingly understood that absolute levels of poverty are far from the only issue affecting the world's poor. Almost a third of adults globally (about 1.7 billion people) remain unbanked.¹

In the inaugural Sustainable Global Equity Quarterly Report, we delve into Financial Inclusion, as a theme linked to 13 of the 17 UN Sustainable Development Goals (SDGs). We argue that improving people’s access to the products and services they need to manage their money reduces income inequality, fosters gender equality and political stability, improves access to natural resources like water and energy, and creates economic opportunity.

Other highlights in this edition include:

  • Our exposure by investable impact theme: We share how our portfolio breaks down across four impact themes, as aligned to the SDGs. We also disclose our portfolio’s environmental footprint, relative to the MSCI All Country World Index.
  • Case studies: We provide case studies for two portfolio companies.

¹World Bank Group, Findex report, ‘The Unbanked’ (2017)

More Insights

Five Federated Hermes funds awarded Austrian EcoLabel
Five of the firm's funds have been awarded the Austrian Ecolabel
Spectrum Q2 2022: Investing into the aluminium paradox
In this latest edition of our quarterly Spectrum report, experts from Federated Hermes consider the question of aluminium. The lightweight metal will play a crucial role in the energy transition but will need to address its own carbon footprint first.
Climate Change High Yield Credit strategy, interim report 2022
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.
Federated Hermes Stewardship Report 2021
At Federated Hermes we believe the investment industry can be a powerful force for good, building a fairer, more equitable world for all – and that active ownership and engagement is the best way to achieve this. In this, our second annual Stewardship Report, we provide an update on our efforts towards effective and outcomes-driven stewardship.
The chimps are coming
The public art exhibition Chimps are Family, unveiling on Endangered Species Day (Friday the 20th of May) at Tower Bridge, sets to create awareness around the plight of the endangered apes.
Market snapshot: Slowdown fears send equities spinning
Stagflation concerns continue to mount, with investors piling into cash positions as the global growth outlook plunges.