Sustainable Investments: Investment Grade

Our sustainable credit strategy is one of our ESG and climate focused offerings. Since its launch in 2003, we have offered credit investors a market duration crossover strategy that blends investment grade and high yield with ESG parameters that have developed over time. The objectives of the sustainable investment strategy are to preserve capital and generate positive risk-adjusted returns whilst maintaining an average investment grade rating.

The strategy has a multi-layered ESG approach that includes the integration of ESG factors in the credit research process, corporate engagements, ESG best-in-class* and negative screen. Our investment approach is based on fundamental credit analysis across the ratings spectrum, with the investment team also expressing top-down macro views through portfolio positioning.

*ESG best-in-class is defined as the explicit inclusion of certain securities in an investment universe based on certain predetermined ESG metrics of the issuing entity and/or their related products and services.

Capital en riesgo. El valor de las inversiones y los ingresos derivados de ellas pueden tanto bajar como subir y no está garantizado. Es posible que los inversores no recuperen la totalidad del importe invertido. La rentabilidad pasada no es indicativa de la rentabilidad actual o futura.

Inicio de la Estrategia

2003

Ubicación de los Gestores

London

Nuestras Estrategias

Sustainable Investments: Investment Grade

Sustainable Investments: High Yield Low Carbon

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