Despite the bleak picture, our team remains optimistic about the future. We believe in the ability of society, companies and individuals to turn crisis into opportunity. However, sustainability will need to be at the core of any recovery – regardless of its shape.
Since its start back in 2010, our Responsible Global Emerging Markets Equity Strategy has striven to help mobilise private capital towards companies that operate responsibly and, in most cases, offer products and services contributing to sustainable development. Our experience of recent years leaves us more convinced than ever that it is possible to deliver on our twin ambition of delivering investment performance and achieving positive non-financial impact. In pursuit of this, we will continue our efforts to extend our investment horizon and find innovative, purpose-led companies that are helping tackle inequality, improve access to basic needs and reduce negative impacts on the environment.
In this, our fourth annual report, we continue to explore the impact we can have by investing in listed equities. We have taken the opportunity to refresh our SDG revenue alignment reporting to now include both positive and negative impacts. Furthermore, we are providing more detailed information about our portfolio companies and our interactions with them. We are in an ever-evolving journey towards better transparency that we are glad to be able to share with you.