The Impact Core Fixed Income strategy is an investment grade, intermediate duration bond portfolio designed to deliver attractive risk-adjusted returns while investing in bonds whose proceeds are expected to support positive societal outcomes. The strategy aims to preserve capital and generate current income while incorporating impact criteria centered on the use of bond proceeds.
The strategy’s impact criteria primarily focus on the use of bond proceeds and documentation of their expected positive societal outcomes. An additional offering is customization whereby clients meeting minimum requirements can tailor their capital to support specific geographies, impact themes, or impact initiatives, a benefit accompanied by customized impact reporting. The strategy invests in securities that we consider to be fossil fuel free. If we invest in a bond whose use of proceeds will be used to finance activities or projects in clean and renewable energy, or other activities that may contribute to the transition to a more sustainable economy, we may invest in those bonds even if the issuer’s revenue or profits are partially derived from the fossil fuel sector.
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