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Global Core Impact Bond

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
  • Affordable housing
  • Community and economic development
  • Renewable energy and climate change
  • Natural resources

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

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.
Stephen M. Liberatore, CFA, Head of ESG/Impact  -- Global Fixed Income

Our investment approach

Multi-currency bond allocation

Actively managed, high-quality bond portfolio pursues excess returns and improved risk-adjusted results versus a  traditional global bond market benchmark

Aims for environmental and social impact without sacrificing return

Prioritizes bonds that make direct and measurable impact across multiple sustainable and socioeconomic themes without compromising return potential

ESG leadership

ESG quality is assessed within each sector and industry, with the aim of identifying best-in-class issuers across key bond market segments required to build a diversified portfolio and manage risk1

Related articles

Contact us
Our offices
London skyline
London
201 Bishopsgate, London, United Kingdom

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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

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