In our first Sustainability Report we outline how a combination of bottom-up stock picking and thematic research helps us identify companies built on strong foundations: purposeful, resilient, and innovative, and aligned to at least one of the UN Sustainable Development Goals.
Key points:
- How an understanding of change can make or break portfolio returns
- SDG alignment, engagement and environmental highlights
- Case study: EssilorLuxottica
- Case study: Merck
Read the full report for a more comprehensive picture.