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Sustainability Strategy
This strategy utilises our established global emerging markets investment process in conjunction with a rigorous environmental stock rating methodology provided by Innovest Strategic Value Advisors. We believe that, with the combined experience of Rexiter and Innovest, emerging markets and active management can generate attractive risk-adjusted returns by adding value at both the country and stock level.
Strategy Objective
To outperform the return of the MSCI Emerging markets Index by 4% a year over the course of a full market cycle.
Launch date: September 2004
Product Fact Sheets
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Product Overview
| Benchmark: | MSCI Emerging Markets |
| Target Alpha: | 4% pa over full market cycle |
| Investment area: | Asia, Latin America, Europe, Middle East and Africa |
| Average holdings: | 80 |
Investment Process
We know emerging markets are inefficient and that offers opportunities for active managers like us. We use fundamental analysis of companies and concentrate on stock selection. Emerging market investment offers the potential for strong growth but we are careful not to pay too much for that growth so we adopt a GARP philosophy – growth at a reasonable price. Innovest’s mission is to integrate sustainability and finance by identifying non-traditional sources of risk and value potential for investors. For Innovest, companies’ ability to handle social and environmental risks are powerful proxies and leading indicators for their overall management quality – or lack thereof.
- Insights are generated by a team of experienced investors.
- Each country fund manager has individual ownership for each stock decision.
- Core exposure to emerging markets combined with an environmental and social sustainability overlay.
Investment Philosophy
We believe emerging markets and Asia are different to developed markets and are changing rapidly. It takes experience and a specialist approach to keep up with these changing markets. The way we invest is built on this rapid change which means we can add value for our customers through active management. Our track record proves we can do this.
We believe that fundamental research harnessed by our investment process can generate strong risk-adjusted returns. Our research considers investments at both an individual stock level and country level. This is important for our markets, where analysis of economic and political developments can yield opportunities.
Team Profile
- Christopher Vale
MD & CIO Asia
- Murray Davey
MD & CIO GEMs
- Arzu Akkemik
Director & Fund Manager
- Helena Coles, CFA
Director & Fund Manager
- Adrian Cowell
Director & Fund Manager
- Christopher James
Director & Fund Manager
- Nicholas Payne
Director & Fund Manager
- Jamshed Desai
Fund Manager
- Guido Giammattei
Fund Manager
- Kyung-Rae Min
Senior Research Analyst
- Zhixin Shu, CFA
Senior Research Analyst
- Saiyi He
Research Analyst
- Solim Kim, CFA
Research Analyst
