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Insights

CT SDG Engagement Global Equity Strategy

Jamie Jenkins
Jamie Jenkins
Managing Director, Head of Global ESG Equities
Claire Franklin
Claire Franklin
Fund Manager

Welcome to our engagement progress report for the CT SDG Engagement Global Equity Strategy, for the fiscal year ending 31st March 2024.

‘Another extraordinary and distinctive year!’ seems to be the regular refrain when we gather to collect our thoughts for our annual strategy review, and it is no different this year. There is a palpable sense of enduring tumult across the economic, political and natural world. The world’s second largest economy, China, has grappled with a severe downturn, which sent ripples out around the world but subsequently sharply rallied; more than 80 countries and more than half the world’s population are going to the ballot box in 2024, multiple major conflicts are underway and the world continues to witness extraordinarily fast-changing climatic conditions, which typically incur greatest disruption and hardship on the world’s developing regions.

Although we have known that the timeline for achieving the 2030 Sustainable Development Goals (SDGs), set back in 2015 by the United Nations Member States, was likely to fall short of the original deadline, we continue to believe that the SDGs represent the clearest, simplest, and universal roadmap for creating a more sustainable world. We intend to stay the course and, as such, we remain truly motivated by the underlying ethos and objective of this Strategy, which is to deliver both positive, real world, non-financial outcomes, as well as to generate competitive financial returns for investors. In fiscal year 2024 (1st April 2023 to 31st March 2024), we reached another 38 improvement Milestones with our investee companies, and logged over 80 engagements, across a variety of sectors and sustainability issues. We introduced five new stocks to the portfolio, and sold six.

The CT SDG Engagement Global Equity Strategy has now registered its 5th anniversary since inception, and we would like to express our great thanks for the deep commitment and trust that our clients have shown us over the years since this ambitious twin mandate global strategy was launched.

We are living through a period of accelerating and sometimes
unsettling change, but remain determined to mobilise capital towards a more
sustainable future, using the SDGs as a framework. We thank you for your trust
in us, and we will keep reporting on the progress that our Strategy and its
investee companies are making.

Interested in learning more?

Download our Engagement Progress Report to discover deep analysis of our recent engagement and related outcomes – as well as an overview of the Strategy’s performance against key sustainability metrics versus the benchmark, and progress against its net zero target, plus much more.

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CT SDG Engagement Global Equity Strategy

Important information:

© 2024 Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
For professional investors and qualified investors only
Issued for information purposes only by Columbia Threadneedle Investments.
This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness.
In the UK: Issued by Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.
In the EEA: Issued by Threadneedle Management Luxembourg S.A., registered with the Registre de Commerce et des Sociétés (Luxembourg), No. B 110242 and/or Columbia Threadneedle Netherlands B.V., regulated by the Dutch Authority for the Financial Markets (AFM), registered No. 08068841.
In Switzerland: Issued by Threadneedle Portfolio Services AG, an unregulated Swiss firm.
In the Middle East: This document is distributed by Columbia Threadneedle Investments (ME) Limited, which is regulated by the Dubai Financial Services Authority (DFSA). For Distributors: This document is intended to provide distributors with information about Group products and services and is not for further distribution. For Institutional Clients: The information in this document is not intended as financial advice
and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a Professional Client or Market Counterparties and no other Person should act upon it.

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Important information:

© 2024 Columbia Threadneedle Investments. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies.
For professional investors and qualified investors only
Issued for information purposes only by Columbia Threadneedle Investments.
This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Information from external sources is considered reliable but there is no guarantee as to its accuracy or completeness.
In the UK: Issued by Threadneedle Asset Management Limited, No. 573204 and/or Columbia Threadneedle Management Limited, No. 517895, both registered in England and Wales and authorised and regulated in the UK by the Financial Conduct Authority.
In the EEA: Issued by Threadneedle Management Luxembourg S.A., registered with the Registre de Commerce et des Sociétés (Luxembourg), No. B 110242 and/or Columbia Threadneedle Netherlands B.V., regulated by the Dutch Authority for the Financial Markets (AFM), registered No. 08068841.
In Switzerland: Issued by Threadneedle Portfolio Services AG, an unregulated Swiss firm.
In the Middle East: This document is distributed by Columbia Threadneedle Investments (ME) Limited, which is regulated by the Dubai Financial Services Authority (DFSA). For Distributors: This document is intended to provide distributors with information about Group products and services and is not for further distribution. For Institutional Clients: The information in this document is not intended as financial advice
and is only intended for persons with appropriate investment knowledge and who meet the regulatory criteria to be classified as a Professional Client or Market Counterparties and no other Person should act upon it.

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