Conviction Equities
Concentrated and fundamentally driven high-conviction equity portfolios managed by four teams specialized in emerging markets, impact investing, thematic investing, and Switzerland.
Impact Report 2025: Staying the course
Conviction Equities Boutique
Key takeaways
- The European Commission’s new “Omnibus” package marks a step toward simplifying sustainable finance rules and unlocking additional investment capacity.
- We believe there is crucial need for the power infrastructure to evolve alongside the new energy generation mix. The widespread blackout on the Iberian Peninsula in April 2025 served as a wake-up call to governments, utilities, and grid operators.
- We are also observing a move away from broad ESG ratings toward more practical and transparent questions: What does ESG actually deliver? And what is the measurable real-world impact? These are the very questions we seek to address in this year’s Impact Report.
Impact Report 2025: Staying the course
ESG frameworks have faced rising political pushback and growing skepticism. While some investors question the feasibility of climate goals under current political and economic conditions, many remain committed. And we believe, even during turbulent times, the transition to a low-carbon economy is here to stay.
In our latest Impact Report for our Global Environmental Change strategy, we highlight the recent developments in the ESG space, share how we have engaged with companies, and seek to address the question, “What is the measurable real-world impact?”
Read the full Impact Report now to explore our progress and insights.
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About the authors
