nl
NL
Netherlands
nl-NL
nl_intm_classes
intm
Intermediary
nl
nl
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients).
Jakarta, Indonesia

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.

Belangrijke onderwerpen

Abonneer op inzichten

Haal het meeste uit uw e-mails door deze te personaliseren en ontvang inzichten en informatie op basis van uw voorkeur.

Recente artikelen

It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
Geopolitical considerations and fluctuating investment sentiment meant it was a period of relative valuation opportunities.
Our fixed income team provide their weekly snapshot of market events.
Belangrijkste onderwerpen
Gerelateerde onderwerpen

PDF

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.

Gerelateerde inzichten

19 november 2024

Melda Mergen

Global Head of Equities

2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?

Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
11 november 2024

Paul Doyle

Head of Europe ex-UK Equities

European reform must wait as the US continues to advance

The continent is struggling with competitiveness and needs to cut interest rates faster – but even that may not be enough.
5 november 2024

Scott Woods

Portfolio Manager, Global Equities

WD-40, the graveyard cabinet and a hunt for special smaller companies

I spend about nine weeks a year in a rental car looking for companies all over the world, discovering their products, operations and customers. Here's what I'm looking for.
2 december 2024

Steven Bell

Chief Economist, EMEA

The US under the new President: four good years or four bad?

It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
28 november 2024

Simon Bentley

Managing Director, Head of UK Solutions Client Portfolio Management

Making sense of corporate bond spreads

Geopolitical considerations and fluctuating investment sentiment meant it was a period of relative valuation opportunities.
26 november 2024

In Credit Weekly Snapshot – November 2024

Our fixed income team provide their weekly snapshot of market events.

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.

Misschien vindt u dit ook interessant

Over ons

Miljoenen mensen over de hele wereld laten het beheer van hun geld aan Columbia Threadneedle Investments over. We beheren de beleggingen van particuliere beleggers, financieel adviseurs, vermogensbeheerders, verzekeringsmaatschappijen, pensioenfondsen en andere instellingen.

Fondskoersen en vergoedingen

Columbia Threadneedle Investments heeft een uitgebreid aanbod aan beleggingsfondsen, passend bij uiteenlopende doelstellingen.

Beleggingsbenadering

Uw succes staat bij Columbia Threadneedle hoog in het vaandel. De spil van onze ambitie om consequent successen te boeken voor onze cliënten is onze opvallend unieke beleggingsbenadering, waarbij vier beloften centraal staan.

Thank you. You can now visit your preference centre to choose which insights you would like to receive by email.

To view and control which insights you receive from us by email, please visit your preference centre.

Woman listens to music through headphones
Play Video

CT Property Trust- Fund Manager Update

Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium

Bevestig een enkele gegevens over uzelf om toegang te krijgen tot uw voorkeuren

*Verplichte velden

Er is iets mis gegaan, probeer het alstublieft nogmaals

Dank je. U kunt nu naar uw voorkeurencentrum gaan om te kiezen welke inzichten u per e-mail wilt ontvangen.

Ga naar uw voorkeurencentrum om te bekijken en bij te werken welke inzichten u van ons per e-mail ontvangt.