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The views expressed are those of the author 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.
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:
Important disclosures
Data provided is as of 31 December 2021 | Investment examples are based on holdings of the representative account 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.
Please see the important disclosure page for more information.
Broadening impact through multi-theme fixed income investments
Continue readingIntegrating end-beneficiary insights into impact investing: Microfinance case study
Continue readingA decade of impact: Verifying our impact investing funds
Continue readingImpact measurement and management: addressing key challenges
Continue readingDecoding impact expectations: best practices for impact investors and companies
Continue readingURL References
Related Insights
Stay up to date with the latest market insights and our point of view.
Broadening impact through multi-theme fixed income investments
Multi-theme fixed income impact investments can drive sustainable development by aligning with multiple Sustainable Development Goals, ensuring broad-based impact.
Integrating end-beneficiary insights into impact investing: Microfinance case study
Louisa Boltz and Oyin Oduya join with Pranav Sridhar from 60 Decibels to examine best practices for bringing end-beneficiary insights into impact investing.
A decade of impact: Verifying our impact investing funds
Our impact investing strategies have been verified by BlueMark, the leading provider of independent impact verification and intelligence for the sustainable and impact investing market.
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.
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.
Impact measurement and management practices
What constitutes an impact investment? How is impact measured? And, what are the benefits of impact investing? Our Impact Management and Measurement Practice Leader Oyin Oduya discusses our approach.
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.
Impact investing in emerging markets: Growing opportunities, shifting challenges
Members of our impact bond team discuss their evolving emerging markets opportunity set and the importance of a bottom-up approach to value creation.
Why an impact lens is an important tool in the fixed income investor's arsenal
Campe Goodman, Will Prentis and Oyin Oduya discuss how an impact lens can be an important tool in the fixed income investor's arsenal.
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.
URL References
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