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 09/30/2020)
Composite Pure Gross* Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Pure Gross* 12.24 20.53 34.23 16.91 16.43 12.66 13.72
Composite Net 11.44 17.93 30.38 13.53 13.08 9.41 10.43
MSCI World Index℠ (Gross) 8.05 2.12 10.99 8.33 11.10 9.99 11.23
RETURNS (%) (As of 10/31/2020)
Composite Pure Gross* Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Pure Gross* 4.36 18.33 28.24 14.76 14.22 11.98 13.44
Composite Net 3.60 15.49 24.56 11.44 10.93 8.74 10.16
MSCI World Index℠ (Gross) -0.05 -0.98 4.91 6.55 8.73 9.25 10.85

Documents

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