CT SDG Engagement Global Equity Strategy - Impact Report 2022
Insights

CT SDG Engagement Global Equity Strategy – Impact Report 2022

Investing to improve

Welcome to our third annual impact report for the SDG Engagement Global Equity Strategy. 

Time has flown since we launched the Strategy just over three years ago, but since then, the headwinds to the common aspiration of a brighter, more sustainable future for all, have only grown stronger. With the Russian invasion of Ukraine and growing Sino-US tensions, the global geopolitical landscape feels as dangerous as at any time since the end of the Second World War. The host of environmental and social challenges that were already present prior to the pandemic, have all grown in scale and are now being exacerbated by recent global events.  

It is precisely at such a time that we continue to see the merit in remaining resolutely optimistic, being part of a growing ‘coalition of the willing’ in believing that the power of active capital can be harnessed to progress a more sustainable future, and that the SDGs can be used by investors as a roadmap to a better future, by investing in, and engaging with, a highly differentiated selection of global small-mid cap companies. By targeting small and medium-sized companies, we believe it is possible to precipitate or accelerate impact through our dialogue and targeted engagement agenda.

Our Strategy is intent on showing that we can align our investment decisions with our investors’ values and deliver both positive non-financial outcomes as well as attractive financial returns; ultimately, we want our money to drive improvement in the world around us. Three years into our mission, we continue to push forward to explore how investments in listed equities can generate real world impact – and in this new report we outline our approach to impact and have attempted to refine our disclosure to provide meaningful impact metrics throughout. We also reflect on the key learnings from three years of running our Strategy.

In this year’s report we also provide our latest thinking around our climate commitment, and how we assess net zero alignment, with much more granular information about how all of our investee companies align to the Net Zero Investment Framework. Needless to say, climate action is a central engagement objective for our Strategy in the year ahead, alongside other critical areas like biodiversity, circular economy, labour standards and diversity and inclusion.

In our effort to promote an agenda of reporting transparency with our investors, we have tried to present a relevant and select line-up of content, with the alignment with SDG goals and targets, thematic overviews, company case studies, milestone examples and an overview since Strategy launch in March 2019, and impact metrics. We also show the full details of our engagement progress profiles for every investee company through company tables, including how our activities link to the relevant underlying SDG indicators.

It is increasingly clear that we are living through a period of accelerating, often unsettling, change. But against this persistent uncertainty, it continues to be our privilege to explore how we can mobilise capital towards securing a more sustainable future, using the SDGs as a framework. This motivates us every single day. We thank you for your immense trust in us, and we will keep reporting on the progress that our Strategy and its investee companies are making.

Download the full report

Explore Milestones achieved, assess the portfolio versus Sustainability metrics and learn where our active ownership efforts will be focused next. 


17 August 2022
Andrew Droste
Andrew Droste
Vice President, Responsible Investment
Sacha El Khoury
Sacha El Khoury
Director, Portfolio Manager
Laura Wood
Laura Wood
Senior Associate, Analyst, Global Equities
Share on twitter
Share on linkedin
Share on email
Key topics
Related topics
Listen on Stitcher badge
Share on twitter
Share on linkedin
Share on email
Key topics
Related topics

PDF

CT SDG Engagement Global Equity Strategy – Impact Report 2022

Important information

For professional investors

For marketing purposes. Your capital is at risk. Columbia Threadneedle Investments is the global brand name of the Columbia and Threadneedle group of companies. Not all services, products and strategies are offered by all entities of the group. Awards or ratings may not apply to all entities of the group. 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.

Related Insights

28 November 2022

Steven Bell

Director, Multi Strategy Investments

Is the bear market in European equities over?

European shares have enjoyed a strong rally since the end of September. Steven Bell, explores the reasons behind the recovery and asks whether it will continue?
Watch time - 6 min
24 November 2022

Roman Gaiser

Head of High Yield, EMEA

High yield enters unchartered waters

Higher inflation and interest rates are unknowns for the high yield bond market, but with inflation far above US and European 2% targets central banks are having to raise rates.
Read time - 5 min
21 November 2022

Steven Bell

Director, Multi Strategy Investments

Recession Watch: Europe and USA

We’ve been talking about recession for most of this year. So what’s going on?
Watch time - 7 min

You may also like

Investment approach

Teamwork defines us and is fundamental to our investment approach, which is structured to facilitate the generation, assessment and implementation of good, strong investment ideas for our portfolios.

Funds and Prices

Columbia Threadneedle Investments has a comprehensive range of investment funds catering for a broad range of objectives.

Investment Capabilities

We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.

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.