Global Emerging Markets Impact

Investment Objective

To generate a positive impact in terms of societal contribution as well as an attractive financial return.

Description

The Global Emerging Markets Impact strategy invests in public companies that intentionally and materially contribute to having a positive impact to society in line with the United Nations Sustainable Development Goals (“SDG”), including in five key areas: Environment, Health and Wellness, Responsible Consumption, Sustainable Infrastructure and Inclusion.

The strategy is driven by fundamental bottom-up stock analysis conducted by fund managers and analysts globally.  Each company in the strategy must offer a positive societal return, be managed in a sustainable way, and be an attractive investment from a financial perspective.  For a company to be eligible for investment the positive societal return and sustainability are independently assessed by our Impact Assessment Group, consisting of senior members of Schroders Sustainable Investment and Global Emerging Markets Equity teams.

Investment Options*

  • Separate Accounts

Learn More

To find out more about this strategy, email our team at canada@schroders.com.

Investment Disclosures

*The strategies listed include those which may be subject to the ability to meet investment minimums and other specific criteria, and may not be directly available to U.S. investors.

There can be no guarantee these strategies will be successful or that the investment objective can be achieved.

Investment risks: All investments involve risks including the risk of possible loss of principal. The strategy will be affected by the investment decisions, techniques, and risk analyses of the investment team, and there is no guarantee that the strategy will achieve its investment objective. The values of the investments held by the portfolio may fluctuate in response to actual or perceived issuer, political, market, and economic factors influencing the financial markets generally, or relevant industries or sectors within them. Fluctuations may be more pronounced if the strategy invests substantially in one country or group of countries or in companies with smaller market capitalization. The market value of the portfolio may decline as a result of a number of other factors, including interest rate risk, credit risk, inflation/deflation risk, mortgage and asset-backed securities risk, US Government securities risk, foreign investment risk, currency risk, derivatives risk, leverage risk and liquidity risk. Frequent trading of the portfolio may result in relatively high transaction costs and may result in taxable capital gains. Investing overseas involves special risks including among others, risks related to political or economic instability, foreign currency (such as exchange, valuation and fluctuation) risk, market entry or exit restrictions, illiquidity and taxation. Emerging markets pose greater risks than investment in developed markets.

Schroder Investment Management North America Inc. (“SIMNA”) is an SEC registered investment adviser providing asset management products and services to clients in the US and in Canada, NRD Number 12130. Registered as a Portfolio Manager in Canada with the securities regulatory authorities in Alberta, British Columbia, Manitoba, Nova Scotia, Ontario, Quebec and Saskatchewan.  Schroder Fund Advisors LLC (“SFA”) is a wholly-owned subsidiary of SIMNA Inc. and is registered as a limited purpose broker-dealer with FINRA and as an Exempt Market Dealer with the securities regulatory authorities in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan.SFA markets certain investment vehicles for which other Schroders entities are investment advisers. 

For illustrative purposes only and does not constitute a recommendation to invest in the above-mentioned security / sector / country.

Schroders Capital is the private markets investment division of Schroders plc.Schroders Capital Management (US) Inc. (‘Schroders Capital US’) is registered as an investment adviser with the US Securities and Exchange Commission (SEC).It provides asset management products and services to clients in the United States and Canada.For more information, visit www.schroderscapital.com

SIMNA, SFA and Schroders Capital are wholly owned subsidiaries of Schroders plc.

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