For Financial Professionals in the US

Global Sustainable Equity ADR Managed Account

By focusing on companies that have a positive impact on the environment and society, our low-carbon investment approach aims to deliver compounding growth and attractive investment returns.

Overview

DEFINING CHARACTERISTICS OF OUR STRATEGY

  • Established strategy built on a 29-year history of sustainable investing and innovative thought leadership
  • High-conviction portfolio with companies selected for their compounding growth potential and positive impact on the environment and society
  • Commitment to provide clients with high standards of engagement, transparency and measurement

INVESTING WITH POSITIVE IMPACT

WHAT WE BELIEVE

We believe there is a strong link between sustainable development, innovation and long-term compounding growth.

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Our investment framework seeks to invest in companies that have a positive impact on the environment and society, while at the same time helping us stay on the right side of disruption.

We believe this approach will provide clients with a persistent return source, deliver future compound growth and help mitigate downside risk.

The guiding principle of our investment philosophy evolves around: Is the world a better place because of this company?”

Hamish Chamberlayne, CFA
Head of Global Sustainable Equity |Portfolio Manager

Investment Considerations

Global Sustainable Equity Fund Venn Diagram

Companies are analyzed and selected using a triple bottom line framework, considering how companies generate profits and their impact on people and the planet.

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KEY DOCUMENTS

Investment
Principles
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Global Sustainable
Equity Brochure
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PORTFOLIO MANAGEMENT

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2011.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

RETURNS (%) (As of 12/31/2020)
Composite Pure Gross* Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Pure Gross* 16.32 40.21 40.21 20.13 18.53 13.08 14.85
Composite Net 15.50 36.22 36.22 16.67 15.12 9.81 11.54
MSCI World Index℠ (Gross) 14.07 16.50 16.50 11.15 12.82 10.48 12.39
RETURNS (%) (As of 02/28/2021)
Composite Pure Gross* Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Pure Gross* 6.33 0.81 47.36 19.23 20.69 12.93 14.71
Composite Net 5.56 0.31 43.18 15.80 17.22 9.67 11.40
MSCI World Index℠ (Gross) 5.94 1.60 29.98 11.37 14.73 10.02 12.39

Documents

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