About this strategy

We believe climate-aware equity investors can benefit from combining the cost efficiency of passive investing with the potential for incremental returns above a market index. The strategy centres on a core portfolio that efficiently tracks the Solactive Global Developed Equity Climate Aware Index, enhanced with a multi-strategy market-neutral overlay of active positions.

Sources of alpha include relative value (capital structure inefficiencies), event-driven opportunities (such as mergers, takeovers and index changes), liquidity dynamics (supply-demand imbalances) and fundamental positioning (valuation-based over- and underweights versus the index).

The value of an investment and the income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the amount originally invested. Past performance does not predict future returns.

Glossary

Investment approach

Climate-aware equity core

Low-cost global developed equity index solution, aiming to mitigate climate transition risk and apply targeted exclusions, supported by our ESG research expertise and proprietary screening tools.

Seeks index plus enhancement

Aims to deliver incremental outperformance versus the Solactive Global Developed Equity Climate Aware Index through a differentiated multi-strategy approach.

Experienced team, established track record

Our Diversified Alternatives Team has a track record of delivering enhanced index strategies across multiple benchmarks and bespoke client needs since 1997.

This website is a Marketing Communication and does not qualify as an investment recommendation.