Our philosophy and process
We have been considering themes as a key part of our investment process since our inception in 1978. Themes seek to identify the major areas of structural change in the world. This structural change can be political, economic, social, technological, or environmental; its impact will manifest across traditional economic sectors, and will be significant in magnitude and long-term in duration. Themes are a critical element of our idea-generation process and, alongside evaluation of fundamentals and ESG considerations, constitute a key component of our valuation of securities.
For the Future Earth strategy, a significant area of structural change is environmental change.
The strategy is focused in particular on our Earth matters theme, which seeks to identify companies that are proactively contributing to an overall shift towards an operating model that will help protect the Earth’s environment and natural resources. We categorise these companies through four sub-themes: clean energy, efficient infrastructure, electric vehicles, and resource management & recycling.
Our Future Earth strategy is managed by a team with a wide range of backgrounds and varied experience. The portfolio management team is supported by experienced industry analysts and credit analysts. Our specialist responsible investment analysts also play an integral part in the investment decision-making process. Our investment professionals work as part of a single investment team, which promotes perspective on the investment landscape, strong idea generation, and the swift implementation of investment ideas.
- The strategy aims to achieve long-term capital growth by predominantly gaining exposure to companies located worldwide which provide products, services and solutions that contribute towards reducing environmental and natural resource pressures on our Earth.
- MSCI AC World NDR
- January 2021
More detail on the strategy’s investment approach.
Your capital may be at risk. The value of investments and the income from them can fall as well as rise and investors may not get back the original amount invested.