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 at risk. The value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the full amount invested. Past performance is not an indication of current or future performance.

Strategy Inception

2003

Portfolio Manager Location

London