Navigate volatility with sustainable equities
- 23 August 2023 (3 min read)
Defensive to the core: navigate volatility with sustainable equities
Investors today are faced with a barrage of uncertainty
How can long-term investors seek to participate in some of the growth potential associated with listed equities, whilst minimising downside participation?
Fortify your investments with advanced factor investing capabilities
A risk-adjusted, smart equity strategy can efficiently and effectively target companies with:
High Quality |
Low Volatility |
ESG |
Sustainable Returns |
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Investing in companies with high earnings sustainability may offer defensiveness in market downturns while also seeking to capture returns. |
Investing in less volatile stocks may lower a portfolio’s risk profile and reduce participation in market downturns. |
Integrated Environmental, Social, and Governance (ESG) criteria may help reduce risks and improve long-term returns. |
Targeting these factors could result in achievable, modest, repeatable returns over time. |
Cost-effective portfolio management with low turnover and managed liquidity aims to minimise the effect of adverse economic conditions across market cycles.
Sustainable equities as part of a core investment allocation could help long-term investors achieve growth goals over time
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solicitation or investment, legal, or tax advice. This material does not contain sufficient information to support an investment decision.
Due to its simplification, this document is partial and opinions, estimates and forecasts herein are subjective and subject to change without notice. There is no guarantee forecasts made will come to pass. Data, figures, declarations, analysis, predictions, and other information in this document is provided based on our state of knowledge at the time of creation of this document. Whilst every care is taken, no representation or warranty (including liability towards third parties), express or implied, is made as to the accuracy, reliability or completeness of the information contained herein. Reliance upon information in this material is at the sole discretion of the recipient. This material does not contain sufficient information to support an investment decision.
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