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The views expressed are those of the authors at the time of writing. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. While any third-party data used is considered reliable, its accuracy is not guaranteed. For professional, institutional, or accredited investors only.
We continue to evolve our approach to impact investing in response to major trends, with particular focus on health care, the intensifying impact of climate change, and the accelerating shift to digital ways of working and living. In our sixth annual impact report, we discuss key developments at both platform level and across our 11 themes. For each theme, we share sample investment spotlights of companies and issuers we invested in on your behalf, illustrating our impact investment process and the measurable outcomes achieved.
To help you make the most of the report, we have created an interactive experience that allows you to move easily between sections and select the topics that are of most interest.
The views expressed herein are those of the author(s), are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may make different investment decisions for different clients. The material and/or its contents are current as of 31 December 2021. Forward-looking statements or estimates may be made. Actual results and occurrences may vary significantly. Certain data provided is that of a third party. While data is believed to be reliable, no assurance is being provided as to its accuracy or completeness.
Investment examples are based on holdings of the Global Impact Fund and the Global Impact Bond Fund from 1 January to 31 December 2021. Company examples are for illustrative purposes only, are not representative of all investments made by the portfolio and should not be interpreted as a recommendation or advice. Portfolio spotlight examples are based on nonperformance criteria.
All investing involves risk. If an investor is in any doubt as to the suitability of an investment, they should consult an independent financial adviser. Past results are not necessarily indicative of future results and an investment can lose value.
Please refer to the investment risks page for information about each of the following risks:
Decoding impact expectations: best practices for impact investors and companiesContinue reading
Assessing the impact of climate resilienceContinue reading
Measuring impact in venture capitalContinue reading
Impact measurement and management: addressing key challengesContinue reading
Decoding impact expectations: best practices for impact investors and companies
We share three recommendations each for impact investors and companies to help them better understand and manage each other's expectations.
Assessing the impact of climate resilience
Oyin Oduya and Louisa Boltz discuss the case for impact solutions focused on climate adaptation and share high-level guidelines to help overcome the associated measurement challenge.
Focusing on value amid rising global challenges and opportunities
Our Sustainable Investing (SI) Research Team offers a high-level view of 2023 research and engagement priorities.
Measuring impact in venture capital
We highlight why venture capital matters to impact investors and how to authentically measure and manage impact in this asset class.
Impact measurement and management: addressing key challenges
Our IMM practice leader describes common impact investing challenges and suggests ways to overcome them.
The growing power of impact investing
Impact Measurement and Management Practice Leader Oyin Oduya appears on the WellSaid podcast series to discuss the future of impact investing, her research approach, and how her team thinks about generating market-rate returns alongside positive social and environmental outcomes.
Driving positive outcomes: Our 2022 ESG research agenda
Director of ESG Research Carolina San Martin highlights key areas of focus for 2022, including talent management, supply chain accountability, and climate action — particularly with respect to biodiversity.