The annual Global Environment Impact Report provides a deep dive into performance for each holding in the Global Environment portfolio through a focused sustainability lens.
Global Environment strategy
The Global Environment strategy seeks to invest in leading businesses that are enabling sustainable decarbonisation.
The impact report includes:
- Portfolio sustainability data dashboard
- Insights into measuring carbon risk and carbon impact (‘carbon avoided’)
- Update on the global decarbonisation investment opportunity set
- Engagement update and goals
- Company reports – impact and investment analysis for every company in the Global Environment portfolio
Impact Report - key takeaways
Portfolio Manager Graeme Baker discusses the key takeaways from our latest Global Environment Impact report.
Impact Report webinar replay (full version)
Global Environment Portfolio Managers Dierdre Cooper and Graeme Baker are joined by Analysts Sam Anthony and Yunli Liu to discuss the 2020/2021 Impact Report.
- Recap: Global Environment
- Impact report key findings
- Case study: Waste Management
- Case study: Sanhua Intelligent Controls
- Net Zero, Science-Based Targets and portfolio Implications
- Outlook