Impact Capital Partner’s Overview
FOR INSTITUTIONAL INVESTORS ONLY – This manager offers global, U.S., non-U.S., and environmental, social and governance (“ESG”) equity strategies. Their heritage in sustainable and impact investing dates back to the 1970s, when the family office began public and private investment programs that incorporated environmental social values into the investment process.
Today, they believe that rigorous, ESG-integrated analysis coupled with deep shareholder engagement can deliver strong long-term results for their clients. To them, understanding secular environmental and social trends is tantamount to good investing. Intellectual capital built throughout their 30-year Global Equity ESG track record, constructive shareholder engagement approach, and award-winning research will continue to provide insights not commonly found in the investment community.
Four Decades of ESG Leadership
Drawing on the intellectual capital built over the past 40 years, this manager offers their investment solutions integrating ESG research and a constructive engagement approach.
The manager’s Proprietary Materiality Map identifies ESG issues that are material to the risk and return profile of companies across 77 Sustainable Industry Classification System (SICS®) industries. It serves as the foundation for their research and engagement process. In the years ahead, they believe that investors will increasingly differentiate between ESG Improvers and ESG Leaders, and that the former may offer greater potential for generating alpha over the long run.
Shareholder engagement is a core part of their investment process, before purchasing a stock and throughout its holding period. Their engagement approach strengthens their investment process by identifying material ESG issues and constructively engaging with companies to create long-term shareholder value and catalyze positive ESG improvement.
- Climate Solutions Strategy
- Equity Long/Short Strategy with Integrated ESG Research
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UN Sustainable Development Goals
- SDG 9: Industry, Innovation & Infrastructure
- SDG 13: Climate Action
- SDG 14: Life Below Water
- SDG 15: Life on Land
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