Sustainable Equities SDG Opportunities
Adopted by world leaders in a global call for action, the Sustainable Development Goals (SDGs) represent strategic priorities that need to be reached by 2030, aiming at ending poverty, protecting the planet, and ensuring peace and prosperity for all. To achieve these goals, it is estimated that an incremental USD 2.5 trillion of annual investments are needed compared to current levels.
"There can be no Plan B, because there is no Planet B.” Former United Nations Secretary-General Ban Ki-moon
Our distinctive strategy aims to generate attractive long-term returns while participating in the achievement of the SDGs by selecting companies whose products and services contribute to net positive outcomes for our society and the environment.
To this end, we seek investment opportunities globally and across market capitalizations, by targeting businesses that turn sustainability challenges such as preserving natural capital, achieving the energy transition, fulfilling basic needs, and empowering people, into market solutions.
SDGs that represent an investment opportunity grouped into four categories
Our investment approach is underpinned by a specialized research-driven investment approach, which results in a high conviction portfolio, with well-established mid- & large-caps and promising smaller focused providers.
Our sustainable investing expertise and proprietary SDG engine are further elements of our differentiated approach. Integrating Environment, Social, and Governance factors as well as analyzing the revenue exposure to SDG-related solutions strengthens our analysis. It enables us to identify companies that are well-positioned to gain from long-term transformational trends and helps us gain confidence in our investment cases.
J. Safra Sarasin's proprietary SDG Engine
The portfolio is managed by Florian Esterer and Jann Breitenmoser, two experienced investment professionals. Florian has extensive portfolio management experience and in-depth expertise in sustainable investments. He is also responsible for the Core Equities team. Jann has in-depth analyst experience covering the industrial and IT sector. He is also a portfolio manager for the Sustainable European Smaller Companies strategy.
Read our interview with Florian Esterer to find out more about why SDGs matter.
For information about investment products please visit our Fund Finder.