Global Growth Equity  >  Emerging Markets Sustainable Impact

Emerging Markets Sustainable Impact

Investment Led, Impact Driven

Learn why we believe impact can be accomplished without compromising investment returns or ESG-related risk mitigation.

VIEW THE BROCHURE
decorative image of agricultural field in China

Summary

TARGET

Tracking Error 2% - 6% over a standard market cycle
Excess Return 2% - 3% over a standard market cycle

INVESTMENT TEAM

Patricia Ribeiro

Sherwin Soo, CFA

5 Investment Analysts

4 Client Portfolio Managers

Documents & Resources

 

Our Emerging Markets Sustainable Impact strategy seeks to invest in companies that are located primarily in emerging markets and demonstrating accelerating growth. In addition, the strategy seeks to achieve positive social and environmental impact by investing in companies who contribute to one or more of the United Nations Sustainable Development Goals (SDG).

Distinctive strategy features include:

  • Differentiated Growth Philosophy – Invests in companies we believe are exhibiting accelerating and sustainable growth. 
  • Alpha with Impact – We believe fundamental research with robust ESG integration results in alpha that also contributes to the SDGs. 
  • Experienced and Collaborative Team – A shared growth philosophy across our Global & Non-U.S. Equity teams is the starting point of collaboration.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Emerging Markets Opportunities

Access additional resources and insights from the Emerging Markets team.

Explore Now

Sources: MSCI Inc., FactSet

Source: MSCI. Morgan Stanley Capital International (MSCI) makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

A strategy or emphasis on environmental, social and governance factors ("ESG") may limit the investment opportunities available to a portfolio. Therefore, the portfolio may underperform or perform differently than other portfolios that do not have an ESG investment focus. A portfolio's ESG investment focus may also result in the portfolio investing in securities or industry sectors that perform differently or maintain a different risk profile than the market generally or compared to underlying holdings that are not screened for ESG standards.

Sustainable Development Goals (SDGs) are a collection of 17 global goals set by the United Nations General Assembly. They were developed by a global team of industry and government leaders and adopted by all 193 member states, the SDGs include 17 goals and 169 attendant targets aimed at solving some of the world’s most pressing problems by 2030. The goals include eradicating poverty, providing environmental resources, and achieving gender and income equality.