This is a brand-new strategy and therefore at this stage we do not have details on holdings, performance etc. Alquity as a group are pure ESG and impact fund manager with over a decade of experience. This is their first strategy away from emerging markets. They donate 10% of their revenues to their Transforming Lives Foundation which looks to invest to help some of the poorest people in the world. They see their approach as “holistic ESG investing” which covers attractive returns, responsible investing and transforming lives.

There are three key aspects to the strategy:

1. They operate a proprietary quantitative model targeting consistent returns with clear impact measurements
2. They target higher returns through companies that provide solutions to the UNSDGS
3. They aim to have significantly lower environmental impact and better social outcomes than the Global Index

The team is headed up Marnie Aragon-Uy with Cynthia Cano acting as the Associate Portfolio Manager and data scientist. Additionally, Geregely Urmossy acts as the global macro and portfolio strategist. They also leverage information from across the other parts of the Alquity group….read more