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.

Risque en Capital : La valeur des investissements et les revenus qui en découlent peuvent aussi bien baisser qu'augmenter et ne sont pas garantis.  Les investisseurs peuvent ne pas récupérer l'intégralité du montant investi.  Les performances passées ne sont pas une indication des performances actuelles ou futures.

Lancement de la stratégie


Localisation des équipes d’investissement