What is impact investing?
Impact investing means investing in companies that aim to deliver meaningful societal outcomes by addressing the world’s major societal and environmental challenges, while at the same time looking to produce a financial return.
A rigorous approach to impact assessments
Our impact team, representing a wide range of expertise, from fund managers, impact analysts and sector specialists, are dedicated to putting your assets to work, aiming to generate strong returns while also delivering clear benefits to society and the planet.
Selection begins with a global universe of stocks, which is initially screened for minimum liquidity and market-cap criteria, as well as screening out any companies deemed to be in breach of the UN Global Compact principles on human rights, as well as any sin stocks.
The remaining stocks are scored on their III credentials, and require above average results for inclusion in a fund’s watch-list, as well as consensus agreement of a company’s merit from all members.
Our impact framework
We have designed a framework that scores companies on their investment, intention and impact (III). We only choose companies that score highly across all three categories.
Investment
How strong is the business model?
Can the company generate sustainable returns?
Intention
Is positive impact an explicit company aim or just an accidental outcome?
Impact
What are the material, measurable benefits the company is delivering to help improve society and the planet?
Examples of companies we invest in
Explanations of the investment terms used on this page can be found in the glossary.
The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested.
Informations on funds sustainability are available here.