Investment Approach

• Our dual mandate simultaneously seeks both benchmark outperformance and positive environmental or social impact by investing in durable, growing businesses with measurable impact criteria.
• Each company selected for inclusion in the portfolio has current or future business activities that are expected to generate a material and measurable positive impact under at least one of the two impact pillars listed:
  
      o   Climate and resource impact;   
      o   Social equity and quality of life 
      
  
• Impact pillars are aligned to the UN Sustainable Development Goals (UNSDGs), a globally recognized framework designed to end poverty, protect the planet, and ensure prosperity.
• The strategy identifies impact investments through: proprietary inclusion and exclusion screening, verifying the investments’ alignment to the UNSDGs, and evaluating the credibility of the ESG-labelled bonds.
• Our investment process is not limited to green bonds as we look to a broad opportunity set spanning across the corporate and credit universe.
• The strategy will also invest in use of proceeds bonds, including social and sustainability bonds where proceeds are dedicated to financing environmental or social projects aligned with our impact pillars.