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ESG in Equities

Seeking Superior Risk-Adjusted Returns and Better ESG Practices

We strongly believe in integrating ESG factors into fundamental, bottom-up investment analysis. We take a dynamic and forward-looking approach to analyzing a company’s ESG practices and actively engaging with management teams to improve ESG outcomes and encourage positive change. 

Further details can be found within our policy and stewardship documents:

INTEGRATION

We integrate ESG to better assess risks and opportunities that may not be apparent in traditional fundamental analysis.

DYNAMIC & FORWARD-LOOKING

We monitor companies for improvement or deterioration in their ESG credentials, and encourage sustainable business practices.

ENGAGEMENT

We engage directly with corporate management teams, rather than relying solely on exclusions, to drive better outcomes and lasting change.

ESG in Smaller Companies: An Overlooked Opportunity?

When it comes to ESG, smaller companies have their own unique challenges—which can also provide opportunities for active managers to identify unrecognized growth and undervalued companies.

Insights - 7 min read

From Diets to Tech: The Opportunity in Sustainable Agriculture

A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.

Insights - 14 min read

ESG in Asia: Accelerating Momentum

The ESG regulatory landscape in Asia is quickly evolving, making sustainable practices an increasingly integral factor in investment decisions. As a result, Asian companies with better or improving ESG disclosures look well-positioned going forward.

Short View - 4 min read

ESG in Equities: Identifying Winners in the Energy Transition

Clean energy and anti-pollution initiatives will continue to impact the equity investment landscape—but not all companies will be winners, and careful analysis will be needed to identify those that stand to benefit and those that may see a threat to their business model.

Insights - 5 min read

ESG in Equities: Better Outcomes Require Better Practices

Not all approaches to ESG are created equal—why a focus on integration, forward-looking dynamics and active engagement is the key to unlocking long-term returns in equity investments.

Insights - 10 min read

ESG in Mining: A Quiet Revolution is Surfacing

There's a quiet revolution underway in mining that is delivering more change than it has seen in centuries. Investors, like many observers, have long had a negative view of the ESG records of the mining industry.

White Paper - 18 min read

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