Emerging Markets Sustainable Impact

Summary

STRATEGY FACTS

Investment Universe Emerging Markets Equity
Benchmark MSCI Emerging Markets Index
Inception Date 05/01/2019
Total Assets as of 12/31/2019 $5.63 M

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 – 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

  PERFORMANCE IN USD (%)
  QTR 1 YR 3 YR* 5 YR* Since
Incp.*
10 YR*
Emerging Markets Sustainable Impact (gross) (as of 12/31/2019) 13.13% -- -- -- 11.37% --
Emerging Markets Sustainable Impact (net) (as of 12/31/2019) 13.13% -- -- -- 11.37% --
MSCI Emerging Markets (Net) Index (as of 12/31/2019) 11.84% -- -- -- 5.52% --

Emerging Markets Opportunities

Access additional resources and insights from the Emerging Markets team.

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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.