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 Equity | 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 03/31/2020)
Composite Gross Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Gross -15.22 -15.22 1.71 8.40 6.18 8.57 10.85
Composite Net -15.88 -15.88 -1.26 5.25 3.10 5.42 7.64
MSCI World Index℠ (Gross) -20.93 -20.93 -9.87 2.49 3.83 7.17 9.24
RETURNS (%) (As of 05/31/2020)
Composite Gross Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Gross 6.06 1.72 20.67 12.60 9.31 11.41 12.46
Composite Net 5.28 0.48 17.18 9.34 6.14 8.18 9.21
MSCI World Index℠ (Gross) 1.08 -7.95 7.37 6.50 6.44 9.90 10.56
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