Positive Change

Key facts

Strategy type	Global equities
Inception	14 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 holdings	35-50

Find out more about our Positive Change strategy

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.

Featured content

May 2024 Active Equity

Impact investing in public markets

Impact investing may have originated in private markets, but it's gaining importance in public markets too. Our Positive Change strategy focuses not only on companies with strong social or environmental credentials, but also those that can improve their impact through active ownership.

Our portfolio managers

Evgenia Molotova

Senior Investment Manager
Yuko Takano

Senior Investment Manager
Peter Rawlence

Senior Investment Manager

Contact us

The Pictet Group has had a presence in Singapore since 1995 and Pictet Asset Management manages three asset classes from this office: Emerging Sovereign Debt, Emerging Corporate Debt and Asian Equities Long/Short. Our Asia ex Japan business development & client relationship management team serves an array of institutional and intermediaries clients within the region from offices in Hong Kong, Singapore and Taiwan.

Please contact us for ways we can help with your investment needs.