How listed impact investing works

Fixed income can help preserve capital, generate regular income from coupon payments on fixed rate bonds, and help to offset market fluctuations over time. It can also provide diversification in a portfolio that includes other asset classes, including generally riskier ones, like equities.

4. Use of impact performance data

We continually measure progress towards our targeted outcomes, in line with the Theory of Change, by reporting and monitoring impact KPIs on both individual security and portfolio level.

Detail what the strategy aims to achieve and how through a ‘Theory of Change’ that defines the specific challenges to be addressed and targeted, measurable outcomes.

1. Setting the strategy

Security selection follows a replicable, consistent, and quantifiable methodology that identifies companies and projects that can generate outcomes aligned to the strategy’s objectives and financial returns.

2. Portfolio design and selection

As long-term owners, we work with issuers on topics linked to our targeted outcomes, and advocate for transparency and impact KPI reporting.