In this brief video, Wellington Management’s impact investing investment director, Louise Kooy-Henckel, explains how the Global Impact funds aim to outperform equity and fixed income markets while maintaining high standards and strict criteria for what they invest in. She also describes how the portfolio managers measure the impact the funds are having, and how investors can think about allocating assets to them.
Global Impact funds aim to outperform equity and fixed income markets
By Wellington Management, 23 Aug 19
Increasingly, investors across the UK are seeking strategies that offer the potential for competitive financial returns as well as positive social outcomes.