Sustainable Equity

Impact

Definition: We define Impact investing as that which is done with the goal of generating measurable, positive impact across the ESG spectrum, while also providing a solid financial return.

Strategy and Description: PanAgora’s Global Sustainable Equity strategy combines unique and fundamental Economic, Social, and Governance, as well as investment insights with the latest quantitative, statistical and machine learning techniques to create portfolios with a dual focus that seeks to both generate above-benchmark alpha and make an impact from a sustainability perspective.

Differentiators

• Systematic, optimal and customizable
• Differentiated approach to materiality
• Utilizes machine learning and alternative data to generate alpha
• Rigorous approach to sustainable factor evaluation and model additivity

Integration

Definition: We classify a number of our flagship Active Equity strategies as being ESG-integrated, as they incorporate Environmental, Social and Governance factors into the investment models in order to compile a holistic view of portfolio holdings, with the goal of generating alpha for our clients.

Strategies: Both our Stock Selector and Dynamic Equity suite of Active Equity strategies integrate sustainability considerations for the purpose of alpha generation, in addition to more standard non-ESG factors.

Differentiators

• Rigorous approach to sustainable factor evaluation and alpha additivity