Making a difference

Can I drive change? And still expect strong results?

You want to make a positive impact on the world in a way that reflects your personal values. But how? There are many ways, from supporting social entrepreneurs to investing sustainably. We offer a wide range of solutions to help you stay true to your values without sacrificing financial returns. So you’re able to invest in the world you want to live in.

Investing for a sustainable future

Making a positive social or environmental impact while achieving compelling financial returns is at the heart of our sustainable investing philosophy. Sustainable investing is one of the fastest growing areas in finance today, and can be applied to a wide range of asset classes with a variety of approaches: exclusion, integration of environmental, social and governance factors, and impact investing.

At the 2017 World Economic Forum, we committed to investing USD 5bn over 5 years into impact investments to support the United Nations' 17 Sustainable Development Goals. Our clients are already helping us deliver on this commitment. But we need to do more. So we invite you to work with us to build a more sustainable future.

Taking sustainable investing to the next level

To help you drive returns as well as change we’re creating new investment opportunities, we have created what we believe is the world’s first 100% sustainable multi-asset portfolio. We've kept our conventional and award-wining portfolio approach but swapped the current instruments for sustainable ones. Each instrument actively seeks to improve society and the environment, and generate competitive and comparable market rate returns.

Equity shares in companies that sell products and services that tackle a particular environmental or social challenge, and/or whose businesses are particularly good at managing a single ESG factor, such as gender equality.

Equity shares in companies that are getting better at managing a range of critical ESG issues and opportunities.

Equity shares in companies that manage a range of critical ESG issues and seize ESG opportunities better than their competitors.

Bonds that finance environmental projects. Issuers include corporations, municipalities, and development banks.

Bonds issued by companies that manage a range of critical ESG issues and seize ESG opportunities better than their competitors.

An approach where fund managers take active equity stakes in order to engage company management to improve their performance on ESG issues and opportunities. This approach has greatest potential with smaller companies.

Bonds issued by the World Bank, a multilateral development bank (MDB). MDBs are backed by multiple governments with the aim of financing sustainable economic development.

Bringing sustainable investing to life

Sustainable investing benefits the environment and society in many ways. Below, we discuss the social impact and financial return characteristics of World Bank bonds.

The World Bank's mission is to end extreme poverty and boost shared prosperity; it achieves this through funding programs such as building 20,000 new learning centers in the most disadvantaged areas of Bangladesh, giving 690,000 children in remote, rural areas a chance at education.

We’re proud to be the first wealth manager to pro-actively distribute World Bank bonds that finance social and economic development in under-served markets.

Bonds issued by the World Bank are backed by multiple governments. As such they are AAA-rated 'high grade' bonds, comparable to US Treasury Bonds in terms of risk, yet with a higher yield.

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