Sustainability

Global Environment Impact Report

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.
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.

 
“Two-thirds of portfolio companies reduced Scope 1 & 2 emissions intensity, and two-thirds increased their absolute carbon avoided.”
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

Download the impact report Webinar replay

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.

  1. Recap: Global Environment
  2. Impact report key findings
  3. Case study: Waste Management
  4. Case study: Sanhua Intelligent Controls
  5. Net Zero, Science-Based Targets and portfolio Implications
  6. Outlook

Important Information

This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

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