Increased regulation and heightened competition are transforming the pharma industry’s behavior when it comes to the pricing and availability of medicine.
Equities
ESG in Public 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:
Public Equities: ESG Integration and Active Ownership Policy
We integrate ESG to better assess risks and opportunities that may not be apparent in traditional fundamental analysis.
We monitor companies for improvement or deterioration in their ESG credentials, and encourage sustainable business practices.
We engage directly with corporate management teams, rather than relying solely on exclusions, to drive better outcomes and lasting change.

Head of Global Resources, Clive Burstow describes the massive structural investment needed in the years ahead to transition to an energy grid powered by renewables. He weighs in on the roles new technologies, geopolitical conflict, and inflation will play along the way.

There is a strong case to be made that resources companies are part of the solution—not the problem—when it comes to tackling climate change.



