The Positive Change investment team believe that companies that are early in their sustainability journey should not be ignored by investors. They believe that companies with the scope and willingness to improve stand to generate attractive returns as they transition to the sustainable and equitable future targeted by the United Nations Sustainable Development Goals (UN SDGs).
Co-lead managers, Evgenia Molotova and Yuko Takano, discussed how improving alignment with the UN SDGs can be a source of alpha at a recent webinar. They also addressed:
- Why engagement with companies can accelerate the transition to a sustainable future
- Why sustainability cannot be fully addressed by investing only within positively-aligned sectors
