Sustainability research is systematically integrated into our fundamental equity analysis where an issue is a material risk and/or opportunity.
- Our research focuses on long-term economic, environmental, social and governance risks and opportunities that can materially impact a company's ability to sustain profitability and deliver returns
- We do deep bottom up fundamental analysis on companies based on primary and secondary financial and non-financial research
- We research sustainability themes that have the potential to impact the long-term operating context for business such as:
- Climate Change
- Pandemics / HIV/AIDS
- Poverty / Real Needs
- Water
- Human Capital
- Lobbying
- Corporate Governance
- Stakeholder Engagement
- Bribery / Corruption
- Demography / Urbanization