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Positive Change

Positive Change is a global, diversified, unconstrained equity strategy. It invests not only in those companies that are already leaders in sustainability but also in those that have the potential and willingness to improve.

Key facts

Strategy typeGlobal equities 
Inception14 June 2022 
Reference indexThe strategy is not constrained by MSCI ACWI which is shown for comparison purposes only. The index does not influence portfolio construction and the strategy’s investment universe extends beyond the components of the index. Alternative global equity indexes are equally appropriate.MSCI AC World 
Typical number of holdings35-50 

How we invest

The investment team employs a bottom-up, active approach, based on deep fundamental analysis and has developed a proprietary Natural Language Processing (NLP) tool to help assess the alignment of a company’s products and services to the SDGs.

We actively engage with selected companies to accelerate their alignment with the UN SDGs, where we believe this transition will lead to rising demand for their products and services.

Our investment philosophy

We believe that superior returns from global equities can be generated by investing in the transition to a sustainable future. We invest not only in the leaders but also in companies that may still be early in their sustainability journey. We believe the winning companies of the future can be found across all sectors of the economy.

Our portfolio managers

  • Evgenia Molotova

    Senior Investment Manager

  • Yuko Takano

    Senior Investment Manager

  • Peter Rawlence

    Senior Investment Manager

Contact us

Pictet Asset Management has been serving institutional clients since the early 1980s. Our offices in Japan are centrally located in Tokyo and Osaka.

For further questions, please contact our Institutional Sales Department: Telephone: +813-3212-3490; e-mail: TKY_institutional@pictet.com