Access to structural growth
An investment opportunity lies in bridging the funding gap on the path toward net zero and sustainable development. Environmental impact strategies may provide a way for investors to get involved by investing in companies providing scalable and economically viable solutions.
Diversification benefit
Environmental impact strategies can offer risk diversification to global equity investors, given their limited overlap with traditional core equity allocations, and may help balance a portfolio’s performance through the cycle.
Driving positive change for people and the planet
Our portfolio holdings’ products and services have the potential to generate a measurable positive effect on the environment as they contribute to addressing pressing environmental challenges.
Diversification and asset allocation do not ensure a profit or protect against loss in declining markets.
The companies we pick for our portfolio contribute to at least one of our impact yardsticks (“impact pillar”) and one or a number of the United Nations’ Sustainable Development Goals (SDGs).
The transition from fossil fuels to renewable energy sources is underway but requires massive investments in the appropriate infrastructure and advanced technology.
This impact pillar contributes to the UN SDGs 7 and 13.
While demand for water is growing, our water supply is shrinking. Substantial investment is required along the entire value chain to enable universal access to safe and affordable drinking water.
This impact pillar contributes to the UN SDG 6.
More than half of the world’s population lives in urban areas. To minimize their carbon footprint, we need solutions that improve urban planning and make cities smarter and better connected.
This impact pillar contributes to the UN SDG 11.
Our growing economy depends on a robust transportation infrastructure. Sustainable development in our world calls for a transportation system that keeps pollution low via green and resilient mobility solutions.
This impact pillar contributes to the UN SDGs 9 and 11.
Resource efficiency is needed to deal with the growing consumption of energy and materials, with solutions that are resilient, use fewer natural resources, save energy, and reduce pollution.
This impact pillar contributes to the UN SDG 9.
To offset the increasing environmental footprint of a growing economy, steering consumer behaviour toward companies offering sustainable product lifecycles is key.
This impact pillar contributes to the UN SDG 12.
Our aim is to deliver an unconstrained high-conviction portfolio. This requires an investment process focused on disciplined bottom-up security selection based on in-depth company analyses that integrate financial, impact, and sustainability criteria.
Pascal Dudle, Head of Listed Impact and portfolio manager of the Global Environmental Change strategy, has more than 20 years of investment experience. He is supported by a team of investment experts able to conduct financial as well as sustainability analyses. Being active asset managers, we rely on our own in-house fundamental research.
Source: Vontobel. The composite inception date is January 1, 2009. The composite‘s gross rates of return are presented before the deduction of investment management fees, other investment-related fees, and after the deduction of foreign withholding taxes, brokerage commissions and transaction costs. An investor’s actual return will be reduced by investment advisory fees. The composite‘s net rates of return are presented after the deduction of investment management fees, brokerage commissions, transaction costs, other investment-related fees and foreign withholding taxes. Results portrayed reflect the reinvestment of dividends and other earnings. The comparison to an index is provided for informational purposes only and should not be used as the basis for making an investment. There may be significant differences between the composite and the index, including but not limited to the risk profile, liquidity, volatility and asset composition. The composite benchmark is a blend of the benchmarks of all accounts associated with the composite (AWACB = Asset Weighted Aggregate Composite Benchmark), weighted by the market value of the portfolios assigned to the composite at the beginning of the month. Past performance not an indication of future results. Returns more than one year are annualized. Please refer to the Disclaimer tab for additional explanations regarding composite disclosure and other Important Information.
