About ImpactAlpha Portfolio: Investing with purpose
The ImpactAlpha Portfolio is a large cap U.S. Equities portfolio. It offers a unique opportunity to channel capital towards meaningful causes while targeting high returns in rapidly growing sectors.
Our investments are structured to be both low-cost and transparent, embodying our commitment to responsible investing practices.
Our unique approach
Focus on Sustainable Investing
- SRI Exclusions: We consciously avoid investment in industries such as Tobacco, Alcohol, Gambling, Adult Entertainment, Weapons, and Fossil Fuels. This is to ensure that our investments align with our values of promoting health, peace, and sustainability.
- ESG Integration: Each investment decision is informed by Environmental, Social, and Governance (ESG) factors, reinforcing our dedication to making investments that are responsible and sustainable.
- Impact Investing: Our portfolio focuses on four critical areas derived from the United Nations Sustainable Development Goals (SDGs): Food & Agriculture, Energy & Materials, Cities & Urban Infrastructure, and Health & Wellbeing. These themes guide our investment choices and impact objectives.
Investment Themes
The underlying philosophy of the ImpactAlpha Portfolio is shaped by the UN Sustainable Development Goals, established in 2015 to address global challenges like poverty, inequality, and climate change by 2030.
Our investments are carefully selected to advance these goals through targeted thematic areas.
Investment Process
Our investment process is rigorous and future-focused, combining big data analytics and quantitative techniques with traditional fundamental analysis.
This approach allows us to identify and invest in high-quality companies with strong competitive advantages and sustainable business models—those we classify as having 'Quality.'
Our selected companies typically exhibit robust return on invested capital, strong cash flow, financial flexibility, and resilience during economic and market fluctuations.
We are vigilant about valuation, investing in undervalued stocks with potential for appreciation and steering clear of overvalued stocks to minimize downside risk.
Measuring Impact
We measure the impact of our portfolio through exposure to the SDGs. Every portfolio company plays a role in delivering the SDGs and thus generating positive environmental and social impact. We also measure the ESG profile of the portfolio.