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Sustainable Equities SDG Opportunities

Adopted by world leaders in a global call for action, the Sustainable Development Goals (SDGs) represent strategic priorities that need to be reached by 2030, aiming at ending poverty, protecting the planet, and ensuring peace and prosperity for all. To achieve these goals, it is estimated that an incremental USD 2.5 trillion of annual investments are needed compared to current levels.
"There can be no Plan B, because there is no Planet B.” Former United Nations Secretary-General Ban Ki-moon

Our Strategy

Our distinctive strategy aims to generate attractive long-term returns while participating in the achievement of the SDGs by selecting companies whose products and services contribute to net positive outcomes for our society and the environment.
To this end, we seek investment opportunities globally and across market capitalizations, by targeting businesses that turn sustainability challenges such as preserving natural capital, achieving the energy transition, fulfilling basic needs, and empowering people, into market solutions.
SDGs that represent an investment opportunity grouped into four categories
jss sdg

Investment Approach

Our investment approach is underpinned by a specialized research-driven investment approach, which results in a high conviction portfolio, with well-established mid- & large-caps and promising smaller focused providers.
Our sustainable investing expertise and proprietary SDG engine are further elements of our differentiated approach. Integrating Environment, Social, and Governance factors as well as analyzing the revenue exposure to SDG-related solutions strengthens our analysis. It enables us to identify companies that are well-positioned to gain from long-term transformational trends and helps us gain confidence in our investment cases.
J. Safra Sarasin's proprietary SDG Engine

Our Team

The portfolio is managed by Jean-Charles Belvo, CFA, and Kaisa Paavilainen, CFA, two experienced investment professionals who have in-depth understanding of global trends, and sustainability challenges and opportunities. Jean-Charles has over 12 years of experience in the industry and brings extensive knowledge from his prior roles as equity analyst and portfolio manager. Kaisa brings over 20 years of longstanding expertise in company financial analysis, of which half are in fundamental equity research/portfolio management with a focus on the consumer sector.
The fund is an Article 9 fund under SFDR. Find out more.
For information about investment products please visit our Fund Finder.