When analysing companies we reach beyond traditional ESG metrics, which often focus too much on past performance and too little on a company’s future sustainability trajectory.”
Investors today are asking the same questions: what is the carbon risk inherent in my portfolio and how can I manage it? Through our deep in-house carbon expertise, and dedicated methodologies such as our Portfolio Temperature Alignment Framework, we are able to assess the future temperature trajectories of 23,000 companies and 120 countries, and calculate the extent to which a portfolio is exposed. This enables us to minimize carbon risk and capture performance upside in a decarbonizing but increasingly carbon-damaged world.
With an ownership structure that directs over 40% of our profits to fund medical research, we attract employees motivated to make a difference and develop investment teams who make Environmental, Social, and Governance (ESG) criteria a fundamental part of their analysis.
"We believe we can add alpha for our clients while benefiting humankind.”
Many investors are recognising the value of investing in strategies that seek to improve our collective world. But some fear this approach can compromise investment outcomes. At Capitalsave Investment Partners, we are committed to delivering investment performance and making a difference.
We are proud of our history of helping clients achieve financial success while also impacting society in a positive way.
Investors today are asking the same questions: what is the carbon risk inherent in my portfolio and how can I manage it? Through our deep in-house carbon expertise, and dedicated methodologies such as our Portfolio Temperature Alignment Framework, we are able to assess the future temperature trajectories of 23,000 companies and 120 countries, and calculate the extent to which a portfolio is exposed. This enables us to minimize carbon risk and capture performance upside in a decarbonizing but increasingly carbon-damaged world.
USD700Mn
Supporting medical research*
Good begets good. We see the work we do driving progress in the medical community, creating a natural drive to give our all to every Corporate Responsibility initiative we pursue.
7000+
Employee volunteer hours a year*
Our belief is in genuine ESG integration, making significant, ongoing investments in extensive resources, and in-house training and education.
Companies are central in the shift towards suitability At Capitalsave Investment Partners our specialty is in identifying those companies that will provide the sustainability solutions needed within and across sectors, and those that have the vision to adapt to this new CLIC® economy. When analysing companies we reach beyond traditional ESG metrics, which often focus too much on past performance and too little on a company’s future sustainability trajectory.
Using proprietary industry and geospatial data, and academic and public sector research, we analyse a company’s business practices in light of sectoral shifts and changing regulatory frameworks, and measure alignment with the 17 UN sustainability goals and the goals of the Paris Agreement. We further analyse more than 100 data points in order to build a comprehensive sustainability trajectory and to assess exposure to controversies.
But while we look to find companies that have a positive impact on society and have strong environmental, social and governance (ESG) credentials, we never lose sight of the fact that our aim as investors must always be to choose the investments that have the potential to outperform and make strong returns over the long term.
In our view, markets often undervalue companies that can have a positive influence on society and the environment.
Our Sustainable funds aim to exploit this inefficiency. In the years since these funds were launched, we believe that we have shown that what is positive for the environment and society is also better for long-term investing returns.
We look for companies that are innovative and responsible, that have a strong, long-term potential for growth, and aim to positively benefit society. This means companies involved in fields such as healthcare, cloud computing, artificial intelligence and urban regeneration.
Companies that are leading the transition to a low-carbon economy, or driving social and economic development in emerging markets also form part of our holdings. We are constantly on the search for the leaders in their fields, with excellent management teams and strong franchises. At the same time, we won't invest in companies involved with activities such as tobacco, nuclear power generation, animal fur and arms.
Our team is an experienced one with a long-term track record. We’ve been managing sustainable funds since 2010, through varied market, economic and social cycles. The team is supported by Capitalsave Investment Partners Equity and Fixed Income teams and works closely with our Responsible Investment Team.
We manage over $12 billion of assets (source Capitalsave Investment Partners, as of 31 March 2023) in our award-winning Sustainable funds, with these available in a range of options that will suit a number of different risk profiles. We manage five pooled funds, ranging from 100% fixed income to 100% equities, and a number that invest in both.
Capitalsave Investment Partners allocation and diversification can help you strike the right balance between risk and return in your portfolio. Holding a broad range of investments can help lessen the impact that any one economic or market event will have on your portfolio. That’s because different investments gain or lose value at different rates and at different times.
Capitalsave Investment Partners allocation refers to the different weightings of stocks, bonds and cash in your portfolio. Because these three asset classes have tended to have varying rates of return and risk profiles, asset allocation plays a role in helping you achieve your investment goal.
Diversification takes this process one step further by spreading your money across different investments within the same asset class. Rather than trying to figure out which type of stock or bond will perform best, you’ll invest in many types. Over time, the ups of one investment have the potential to balance out the downs of another, with the goal of reducing the risk level in your portfolio.
Investment risks can be expected to materialise amongst laggards in many industries but we believe that a considerable investment upside will be unlocked as opportunities shift towards solution providers and transition leaders.
At Capitalsave Investment Partners, we believe our fiduciary duty calls for us to grasp these opportunities whilst understanding and managing the downside risks related to the environmental transition. We do this via thematic and impact strategies. Our thematic strategies focus on “green alpha” and capture performance upside related to the environmental transition whilst our impact strategies focus on deploying capital in order to accelerate the transition via solutions that have high potential for scale.
We have developed a series of strategies that we believe will enable us to transition to a CLIC® economy:
Co-fund managers Daniel C. Buckley, Desiree J. Mcconkey and James C. Meas are supported by a well-resourced responsible investing team with an average of 10 years in the industry. The team is an integral part of Capitalsave Investment Partners' (CsIP) wider equities and fixed-income capabilities and draws on expertise across the business.
The fund invests in a limited number of companies from developed and emerging markets that the fund manager believes can create wealth for shareholders, but are currently undervalued. Suitable companies are identified by first using in-house screening tools to reduce the investment universe of 3,000+ shares to around 600 that the fund manager believes have the potential to create shareholder wealth. A “deeper-dive” analysis is then performed to identify what they believe to be the very best, attractively priced companies for investment.
The fund focuses on the sustainability of the products and services of the companies it invests in as well as their standards of environmental, social & governance (ESG) management, alongside financial analysis. The co-fund managers avoid investing in tobacco and armament manufacturers, nuclear-power generators, and companies that conduct animal testing (other than for purposes of human or animal health and/or where it is required by law or regulation). This exclusion policy helps to avoid companies the fund manager believes expose investors to unacceptable financial risk resulting from poor management of ESG issues.
The fund will not invest in every company in the benchmark, typically building a concentrated portfolio of approximately 30-50 holdings.
Investments in emerging markets (such as the less developed markets of Asia, Africa, South America, and Eastern Europe) may be more volatile than investments in more developed markets (such as those of Western Europe, the US, and Japan). Some of these markets may have relatively unstable governments, economies based on only a few industries and securities markets that trade only a limited number of securities.
Many emerging markets do not have well developed regulatory systems and disclosure standards may be less stringent than those of developed markets. For more information on the fund or the risks of investing, please refer to the fund factsheet, Prospectus or Key Investor Information Document (KIID).
Investing in a sustainable and responsible manner has rapidly become a much more important consideration for banks, asset managers, their clients, shareholders, and society at large.
At Capitalsave Investment Partners we believe when selecting and managing investments we must take ESG criteria into account. Despite its many challenges we see integration as the most sensible approach to meet the requirements of our investors and the broader aims of the economy, the environment and society. Although this will be an evolving journey, it is our intention to clarify our approach to this significant topic through the selection of the below explanatory pieces.
