Sustainable and Responsible Investment

SRI - A uniquely sustainable investment process

Security selection begins with a broad universe of medium and large capitalisation companies. We screen this universe with our proprietary sustainability matrix and valuation tool to isolate the most attractive ideas.

Our SRI analysts then conduct thematic analysis to identify companies that are currently undervalued by the rest of the market and determine how they could be affected by the four major sustainable development themes described below.

This analysis helps us differentiate between proactive and reactive companies and identify potential winners and losers.
Finally, fund managers determine the optimal weight of a stock based on the analysts’ research conviction, risk and return characteristics, marginal impact on the risk of the overall portfolio and their own judgment.

Our Investment process: click on the grey boxes to get more information