At-a-glance
| Provides access to |
Global fixed income
|
| Investable universe |
A broad range of fixed income securities denominated in USD or non-USD currencies, including emerging markets.
|
| Benchmark |
Bloomberg Global Aggregate Index
|
| Impact themes |
|
Overview
An actively managed, global bond strategy that invests across global fixed income markets in securities that demonstrate environmental, social and governance (ESG) leadership and/or direct and measurable environmental and social impact.
Strategy highlights
- Pursues excess return: Seeks to consistently outperform the benchmark on an absolute and risk-adjusted basis
- Invests for impact in public markets: Strives to maximize environmental and social impact by funding projects and initiatives through public fixed income markets
We are proud to be the lead investor in innovative transactions that provide not only attractive total return potential, but also the direct and measurable outcomes we look for under our proprietary impact framework.
Our investment approach
Multi-currency bond allocation
Aims for environmental and social impact without sacrificing return
ESG leadership
Portfolio management team
Related articles
Webinar - Impact Bonds: What's Next?
Impact investing
Impact report
Important information on risk
Past performance is no guarantee of future results. All investments carry a certain degree of risk, including the possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. Certain products and services may not be available to all entities or persons. There is no guarantee that investment objectives will be achieved.
1 Diversification does not guarantee a profit or protect against loss.
Debt or fixed income securities are subject to market risk, credit risk, interest rate/duration risk, call risk, tax risk, political and economic risk, and income risk. As interest rates rise, bond prices fall. Credit risk refers to an issuers ability to make interest and principal payments when due.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
ESG integration incorporates financially relevant ESG factors into investment research in support of portfolio management for actively managed strategies. Financial relevancy of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.
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