Global Equity Low Carbon SMA

Separately Managed Accounts . Global .

Overview

 
STRATEGY

The team invests in a diverse range of companies with attractive combinations of long-term fundamental characteristics and good or improving environmental, social and governance (ESG) characteristics. The team systematically assesses each company’s value, growth and quality characteristics in the context of market sentiment. The results are tested through disciplined subjective analysis, which also considers qualitative factors such as leadership quality and how a company manages ESG-related issues.

KEY FACTS
Key Facts - Part 1
Benchmark MSCI World Index
Key Facts - Part 2
Strategy Inception Date April 1 2016
KEY INVESTMENT TEAM
Geir Lode
Head of Global Equities, International

joined Federated Hermes
26 years of experience
Lewis Grant
Senior Portfolio Manager

joined Federated Hermes
18 years of experience
Louise Dudley, CFA
Portfolio Manager

joined Federated Hermes
12 years of experience

Characteristics

Commentary

Documents

 
DISCLOSURES

Investment strategies described on this site are not necessarily available through every sponsor program. Please check with your Federated Hermes representative or your home office to ascertain accessibility.

For a detailed discussion of Managed Account strategies or to receive additional information, please Contact Us.

Issues discussed within this communication represent the investment manager's explanation of factors that were considered when executing transactions or holding specific securities on the prior date indicated. Because this is a managed portfolio, the investment mix will change and the holdings are not indicative of future portfolio composition. Marketplace conditions fluctuate suddenly and frequently, and investment manager's opinions may change. These comments are not intended to be and do not constitute recommendations that others buy, sell or hold any of the securities discussed. Opinions relate to the representative portfolio as of the date above and are subject to change.

Portfolio characteristics are from a representative portfolio and for illustrative purposes only. Actual account characteristics of individual accounts may be different. Portfolio characteristics are as of the date shown above and are based on individual securities in the portfolio on that date. Securities in the portfolio are subject to change. 

ESG investments may be viewed as “sustainable,” “responsible” or “socially conscious,” among other names. ESG factors may be utilized and evaluated differently by different investment managers and may mean different things to different people. Investing based in part on ESG factors carries the risk that, under certain market conditions, the investment strategy may underperform strategies that do not utilize such factors. The application of responsible investment criteria may affect exposure to certain sectors or types of investments and may impact relative investment performance depending on whether such sectors or investments are in or out of favor in the market. An investment’s ESG performance or an investment manager’s assessment of such performance may change over time. The successful application of ESG factors is dependent on an investment manager’s skill in properly identifying and analyzing material ESG issues, and the suitability of ESG investments may change over time. 

Refer to the GIPS report found on this website in the Performance Profile found in the Documents section.

Past performance is no guarantee of future results.

For additional information, including definitions of related terms and indexes, see the Financial Glossary and Benchmark Index Glossary.

Hermes Investment Management Limited.