Our sustainable investment approach is driven by a collaborative team of experienced investors, ESG analysts and engagement strategists who manage a bottom up, fundamental investment process.

We seek to identify companies with sustainable business models that demonstrate the ability to deliver strong financial returns and the propensity to compound value over the long term, strong ESG credentials and an openness to proactive engagement. ESG analysts review companies across the global stock universe to determine if the issuer is adequately managing its financially material ESG factors before it can be considered for investment in the Strategy. Proprietary insights are incorporated into the investment team’s assessment of the sustainability of each company’s business model. Before a stock is considered for inclusion in the strategy, the investment team look for positive, measureable contributions to the Strategy’s Environmental or Social objective. We also assess companies for good governance and ensure they do not cause significant harm. The portfolio managers construct a concentrated portfolio from bottom-up positioning to deliver the Strategy's dual mandate of compounding returns and positive change for clients.

We believe that Engagement is a powerful tool that investors have to improve how companies are managing ESG factors to drive positive environmental and societal impacts and improve financial outcomes. Driven by the investment team and influenced by Calvert’s Responsible Investment Principles, we focus on direct engagement with companies to improve their approach and management of ESG factors. We believe that helping companies improve their ESG commitments makes business models more sustainable and better long-term investments.