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Multi-asset

Carefully screening portfolios 

 

Multi-asset investing, by definition, involves a wide range of assets, including equities, fixed income securities, and real estate investment trusts (REITs). The multi-asset team manages a broad range of portfolios using a variety of investment approaches, and our ability to integrate ESG considerations varies across our diverse client portfolios.  

In situations where we use our active equity and credit funds, we undertake ESG integration and company engagement on material issues. But where we invest using passive funds, such as exchange traded funds, our ability and opportunity to integrate ESG can be limited.  

As we draw on our proprietary research of the return potential for different asset classes, our experience with portfolio construction, and the expertise of our Global Sustainable Investment team, we can support clients with additional ESG requirements.  

Firm-wide exclusions on cluster munitions apply across all our strategies where we have discretion. Together with an ESG specialist, we screen portfolios to identify companies that breach social safeguards such as those listed in the Ten Principles of the United Nations Global Compact and the Organisation for Economic Co-operation and Development (OECD) Guidelines for Multinational Enterprises on Responsible Business Conduct. Companies that have been flagged as being in breach of social safeguards will be further assessed, which might entail engagement to clarify areas of concern, before we divest as a last resort.  

We always aim to invest in the best interests of our clients, so we are always transparent in our communications and discussions of how we integrate ESG considerations in our investment process. 

As ESG regulations and disclosure requirements evolve, we are committed to exploring further opportunities with our Global Sustainable Investment team to further embed ESG considerations into our investment process.  

The funds mentioned are EMEA registered funds approved for sale or purchase in EMEA. By proceeding, you are representing and warranting that you are either resident in EMEA or the applicable laws and regulations of your jurisdiction allow you to access the information.

The information on this website is not intended to be an offer, or a solicitation of an offer, to buy or sell any product or service to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

This website may contain links to the website of certain overseas affiliates of Amova Asset Management UK Limited. However, providing such links should not be considered as offering or solicitation by Amova Asset Management UK Limited of any product or service of its affiliates to any person.

This website is purely for informational purposes only with no consideration given to the specific investment objective, financial situation and particular needs of any specific person. It should not be relied upon as financial advice. The mention of individual securities, sectors, regions or countries within this website are for illustration purposes only and does not imply a recommendation to buy or sell. You should seek advice from a financial adviser before making any investment. In the event that you choose not to do so, you should consider whether the investment selected is suitable for you. Investments in funds are not deposits in, obligations of, or guaranteed or insured by Amova Asset Management UK Limited.

Past performance or any prediction, projection or forecast is not indicative of future performance. The Funds or any underlying funds may use or invest in financial derivative instruments. The value of units and income from them may fall or rise. Investments in the Funds are subject to investment risks, including the possible loss of principal amount invested. You should read the relevant prospectus (including the risk warnings) and product highlights sheet of the Funds, which are available and may be obtained from appointed distributors of Amova Asset Management UK Limited or our website www.emea.amova-am.com before deciding whether to invest in the Funds.

The information contained herein may not be copied, reproduced or redistributed without the express consent of Amova Asset Management UK Limited While reasonable care has been taken to ensure the accuracy of the information as at the date of publication, Amova Asset Management UK Limited does not give any warranty or representation, either express or implied, and expressly disclaims liability for any errors or omissions. Information may be subject to change without notice. Amova Asset Management UK Limited accepts no liability for any loss, indirect or consequential damages, arising from any use of or reliance on this website.