Equities
Focus on financial and social returns
Our objective is an optimal financial and sustainable return via passive and active solutions. Our equities team has a long-standing history in sustainable investments and realises a solid performance, both financially and socially. Morningstar rates ACTIAM among the top 3 'Best Fund House Share funds' (2018). Below you can find more information about a couple of our equity strategies. Please also visit our complete fund overview (Dutch).
Strategy: ACTIAM Sustainable Index Equities Europe
Within Sustainable Index Equities Europe, we aim to realise via passive management a financial and sustainable long term return, which is in line with the MSCI Europe benchmark. We screen all the companies in which we invest on behalf of our clients on environmental, social and governance issues. The assessment criteria can be found in our Fundamental Investment Principles. Companies that do not comply with our Fundamental Investment Principles will be excluded from investments. Secondly, we assess the adaptive capacities of the companies to prepare themselves for the transition risks against seven Material Sustainability Drivers. These drivers show how companies respond to the social and market changes caused by the sustainability transition.
ESG criteria for stock picking
We review the company's sustainability and its financial long-term potential. We give all the companies in the investment universe a certain ESG score. The ESG score of the portfolio is always higher than the ESG score of the benchmark. Additionally, we assess whether the companies comply with our core themes Climate, Water and Land. Subsequently, we take our own view on sustainability into account when determining the final ESG score. The higher the score, the better the CSR policy of a company. This high score makes companies more attractive to investors.
ACTIAM Global Equity Impact strategy
This strategy invests in at least 75 'best in class' companies which actively contribute to a social and fair world and a sustainable environment. The objective of this strategy is to aim for a positive social and ecological impact on the Sustainable Development Goals (SDGs) of the United Nations (UN), whereby the screening covers 15 of the 17 SDGs, the planetary boundaries and our Fundamental Investment Principles. The benchmark is the MSCI ACWI. This index includes companies from both developing and emerging markets across the world.
Source: ACTIAM, as per end of December 2021.