Investment Philosophy
The Equity ESG Portfolio seeks to achieve its investment objective through investing in a globally diversified equity portfolio with positive environmental, social and governance characteristics. The manager targets to construct a portfolio with a strong emphasis on capital appreciation. To achieve the investment objective of the portfolio,the manager applies rigorous business involvement screening on factors such as thermal coal, tobacco, firearms and nuclear and controversial weapons. As part of monitoring, the portfolios are evaluated on their ESMA risk scales and are adjusted accordingly to always match their intended level of risk.