The output of our philosophy and process is a global, concentrated portfolio of companies that we believe can deliver both attractive investment returns and a positive change by contributing towards a more sustainable world.

We look for companies for whom delivering a positive impact is core to their business. In order to focus efforts, the portfolio is divided into four broad impact themes:

  •  Social Inclusion and Education - building a more inclusive society through business practices or products and services
  •  Environment and Resource Needs - improving our resource efficiency and reducing the environmental impact of our economic activities
  •  Healthcare and Quality of Life - actively improving the quality of life in developed and developing countries
  •  Base of the Pyramid - addressing the basic aspirational needs of people at the bottom of the global income ladder