Our long-term strategy and portfolio mix is based on the following selection principles:
Companies are analyzed in terms of liquidity, cash flow and earnings history. We analyze relative performance against competitors and we look into sectoral and thematic growth opportunities to identify promising investment targets from a purely business perspective.
We then assess the responsible and environmental policies of these targets, including considering the following criteria:
This makes sense from a financial perspective: global demand for environmentally-relevant products and services is likely to increase and the stock of well-managed enterprises in these sectors should offer investors better than average returns in the mid to long term.
For the compartment 'Living Planet Fund - Global Equity', which is a mutl-theme investment fund, we have defined eight investment themes - promising business sectors where the power of the investment can make a significant contribution towards resolving environmental and sustainabilty challenges.
The eight themes being Consumption, Energy & Climate, Financial Services, Health, Knowledge society, Mobility, Smart Housing and Water.
Other compartments are single themed, with an example being 'Living Planet Fund - Energy' which focuses on renewable energy and energy efficiency.
Our selection process identifies best-in-class companies that have the resources, innovative capacity and management capabilities to exploit growth opportunities in these sectors.
The Fund does not invest in companies involved in the production of armaments and other military products, production and processing of tobacco, production of alcohol, gambling, generation of nuclear power, agricultural genetic engineering, extraction of fossil fuels.
- Investment only in best-in-class companies that must first meet stringent business and financial performance criteria.
- Evaluation of corporate social and environmental policies.
- Due consideration given to companies operating in conservation and sustainability-related sectors.
- Exclusion of some industry sectors.
Companies are analyzed in terms of liquidity, cash flow and earnings history. We analyze relative performance against competitors and we look into sectoral and thematic growth opportunities to identify promising investment targets from a purely business perspective.
We then assess the responsible and environmental policies of these targets, including considering the following criteria:
- Societal considerations: public commitment on social standards; relationship with employees, suppliers and other stakeholders; health and safety; employment policies; community involvement.
- Environmental considerations: corporate policies; compliance with legislation; environmental impact statements; use of environmental management systems.
- Production processes and product life cycles: energy efficiency and sustainability; emissions control; elimination of pollutants and harmful chemicals; water management; waste minimization; recycling.
- Certification: compliance with recognized standards such as ISO 14001; Forest Stewardship Council; Marine Stewardship Council; International Labour Organization.
This makes sense from a financial perspective: global demand for environmentally-relevant products and services is likely to increase and the stock of well-managed enterprises in these sectors should offer investors better than average returns in the mid to long term.
For the compartment 'Living Planet Fund - Global Equity', which is a mutl-theme investment fund, we have defined eight investment themes - promising business sectors where the power of the investment can make a significant contribution towards resolving environmental and sustainabilty challenges.
The eight themes being Consumption, Energy & Climate, Financial Services, Health, Knowledge society, Mobility, Smart Housing and Water.
Other compartments are single themed, with an example being 'Living Planet Fund - Energy' which focuses on renewable energy and energy efficiency.
Our selection process identifies best-in-class companies that have the resources, innovative capacity and management capabilities to exploit growth opportunities in these sectors.
The Fund does not invest in companies involved in the production of armaments and other military products, production and processing of tobacco, production of alcohol, gambling, generation of nuclear power, agricultural genetic engineering, extraction of fossil fuels.