Investing in companies: providing innovative solutions to sustainable challenges

We are living through an era of incredible change that is defined by large environmental and socioeconomic challenges. As such, EdenTree Investment Management’s global equity team believe there are three transformative and pervasive structural forces that will power innovation, reshape the global economy and in turn, drive global investment markets over the next decade. Global Equity Fund Manager, Thomas Fitzgerald will discuss EdenTree Investment Management’s approach and how they have positioned our global equity portfolio accordingly: ∙ Cleaner, Safer and Circular Planet: Reflects the urgent priority to address core aspects of climate change (both from an adaption & mitigation perspective), specifically facilitating the goal of restricting global warming to a 1.5°C increase. ∙ Healthy Futures: Reflects improving the efficiency, innovation and education within our health care system. Healthcare is one of the biggest costs to governments today. Globally, roughly $8 trillion is spent on healthcare every single year, which is equivalent to 10% of global GDP… and these costs are predicted to outstrip economic growth over the next decade as populations expand and age. ∙ Disruptive Innovation: Reflects the utilisation of technology across every industry to drive innovation, efficiency and economic value in a more sustainable way. In the context of a post-COVID world, this drives to the heart of the notion of “Building Back Better” which has become a strategic imperative for many governments, policymakers and corporations during this pandemic. As these three pillars will impact many areas of life, the environment and the economy, Tom will bring tangible examples of how responsible investment can help bring about change by looking at several examples of where EdenTree have invested in disruptors in these spaces and engaged with others to bring about a more positive impact in their sectors.