| What are your ESG-related policies and commitments that apply to the respective strategy?
Our responsible investment policy is detailed here: https://www.whebgroup.com/media/2019/03/20190318-RI-Policy.pdf
Our stewardship and engagement policy is detailed here: https://www.whebgroup.com/media/2020/07/202007-Stewardship-code-disclosure-statement-final.pdf
Our European SRI transparency code statement is here: https://www.whebgroup.com/media/2020/01/2020-WHEB-AM-Transparency-Code-.pdf
Our net zero carbon policy (for the firm and the fund) is detailed here: https://www.whebgroup.com/media/2020/06/202000408-Carbon-Policy.pdf
Our UNPRI assessments are published here: https://www.whebgroup.com/investment-strategy/fund-governance/unpri-transparency-report/
| What is the strategy objective, above all in terms of ESG?
Long-term social, demographic, environmental and resource challenges are reshaping the global economic landscape, creating new investment opportunities for companies providing solutions to these challenges, and growing risks for those sectors that deplete human and natural capital. We seek to generate superior returns from global equities by investing in companies providing solutions to some of the most serious environmental and social challenges facing mankind over the coming decades.
| Please elaborate on how value added is created implementing your ESG-related approach on the respective strategy level?
Sustainability, positive impact and ESG are the core of our value creation strategy. The investment philosophy of the fund is built around sustainability, growth, quality and valuation. The fund is focused on nine sustainable investment themes; five environmental (cleaner energy, environmental services, resource efficiency, sustainable transport, and water management), and four social themes; (education, health, safety, and well-being). Individual stocks are selected through a ‘bottom-up’ stock-by-stock fundamental and rigorous research process.
| More from WHEB Asset Management on investESG
| Further information
WHEB’s impact microsite, includes interactive tools such as impact calculator, SDG mapping, Engagement case studies, and map of WHEB portfolio’s impact intensity and ESG quality.
WHEB Asset Management is authorised and regulated by the Financial Conduct Authority with Firm Reference Number 496413. The information presented here is not intended as an offer or solicitation for the purchase or sale of any financial instrument. It is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but WHEB Asset Management LLP does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. Reliance should not be placed on the views and information provided, when taking individual investment and/or strategic decisions. The price of shares in the FP WHEB Sustainability Fund may increase or decrease and you may not get back the amount originally invested. Past performance is not a guide to future returns.
| George Latham – Managing Partner
WHEB Asset Management LLP, 7 Cavendish Square, London W1G 0PE