Sustainable development - a driver of returns
We believe that companies that deliver benefits to society and the environment face fewer risks and have access to more enduring opportunities over the long term. These companies are therefore better placed to deliver positive returns to shareholders.
We call these risks and opportunities sustainability headwinds and tailwinds.
But we recognise that sustainability tailwinds alone will not make a successful investment. The quality of the franchise, financials and management of a company is also critical. We don’t choose between sustainability positioning and corporate quality, we require both.
We do this not only because we think it’s the best way to protect and grow our clients’ capital over the long term, but also because we want to promote positive and sustainable outcomes for society in general.
To us, these two things are inextricably linked.