Les industries à forte intensité de ressources sont essentielles dans la lutte contre le changement climatique.
Equities
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:
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.
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.
A technological revolution is reshaping the agricultural landscape, creating opportunities in companies that are increasing the sustainability of arable farming and protein production.
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.
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.
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.
Investing Together
Selon notre expérience, c’est la vôtre qui prime.
Nos équipes sont habilitées à partager des idées, à remettre en question des points de vue et à prendre des mesures décisives, car nous cherchons collectivement à obtenir les meilleurs résultats pour nos clients.