Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
2025 Engagement Report: Driving change through dialogue
Conviction Equities Boutique
Key takeaways
- This report outlines how and why we engage with companies on sustainability issues, the theory underpinning our approach, and the observable trends emerging from our dialogues.
- Many companies are maintaining or even raising their climate targets, investing heavily in water, waste, and circular infrastructure; prioritizing employee well-being; strengthening supply chain oversight; and increasingly linking executive pay to these sustainability outcomes.
- Looking ahead, we remain committed to deepening our engagement efforts, with a focus on emerging priorities such as biodiversity protection, circular economy practices, and the responsible use of AI.
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