Equity - Covering the entire global universe of stocks, our equity strategies deliver well diversified, sustainable core portfolios, also as regional or small/mid-cap substrategies.
Strategies
Fixed income - Our global bond universe comprises investment grade, high yield corporate, and government bonds. We offer broadly diversified strategies across the full fixed income spectrum.
Multi asset - Our methodology is consistent across the capital structure and asset classes - even applying to private assets. Our multi asset portfolios create long-term, sustainable value.
Formats
Funds - The Effectual Capital Fund SICAV is a UCITS platform dedicated to implementing externalities-based sustainable investing. The first application is a global equities fund. /more
Indices - Our methodology is also used to construct sustainable indices based on externalities. These are available as transparent and rules-based benchmarks across liquid asset classes.
Managed accounts - Partnering with established asset managers, we implement customized strategies for long-term sustainable value creation in in segregated managed accounts.
Services
Sustainable SAA - Our global data base provides estimates for the sustainable return of asset classes or customized proxies. These provide the foundation for deriving a sustainable asset allocation.
Reporting - Because externalities are comprehensive, consistent and have a solid scientific basis, they are uniquely suited for sustainability reporting and materiality analysis.
Consulting - We provide strategic thought leadership and practical implementation support to asset owners and financial services firms in applying the externalities-based framework.
In cooperation with
