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
GSE-Investment_Investment_principles_660x440

PORTFOLIO MANAGEMENT

Hamish Chamberlayne, CFA

Head of Global Sustainable Equities | Portfolio Manager

Industry since 2003. Joined Firm in 2007.

Aaron Scully, CFA

Portfolio Manager

Industry since 1998. Joined Firm in 2001.

Performance

RETURNS (%) (As of 06/30/2021)
Composite Pure Gross* Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Pure Gross* 8.83 10.83 44.69 23.12 21.84 13.79 15.16
Composite Net 8.05 9.23 40.59 19.58 18.34 10.50 11.84
MSCI World Index℠ (Gross) 7.89 13.33 39.67 15.59 15.44 11.26 12.55
RETURNS (%) (As of 08/31/2021)
Composite Pure Gross* Composite Net MSCI World Index℠ (Gross)
 
3M YTD 1YR 3YR 5YR 10YR Since Inception
(01/01/2009)
Composite Pure Gross* 9.07 17.59 35.48 24.24 21.44 15.87 15.49
Composite Net 8.29 15.34 31.62 20.67 17.95 12.53 12.15
MSCI World Index℠ (Gross) 5.97 18.29 30.33 15.56 15.44 12.76 12.55

Documents