In this paper, the Strategic Fixed Income Team outline their philosophy and approach to environmental, social and governance (ESG) issues and how they integrate these into their portfolios.

Summary:

• As a team, we actively seek out quality companies to allocate our clients’ capital to and embrace issuers that maintain a strong environmental, social and governance (ESG) profile.
• It is our belief that a company will only continue to grow and do well if it genuinely looks after all of its stakeholders – this is the broadest definition of ‘sustainable’ in our minds.
• Investing in better managed companies from an ESG perspective allows us to gain exposure to more resilient business models and places us in the best position to deliver superior risk-adjusted returns for our clients over the long term.

Download