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Multi-asset

Carefully screening portfolios 

 

Multi-asset investing, by definition, involves a wide range of assets, including equities, fixed income securities, and real estate investment trusts (REITs). The multi-asset team manages a broad range of portfolios using a variety of investment approaches, and our ability to integrate ESG considerations varies across our diverse client portfolios.  

In situations where we use our active equity and credit funds, we undertake ESG integration and company engagement on material issues. But where we invest using passive funds, such as exchange traded funds, our ability and opportunity to integrate ESG can be limited.  

As we draw on our proprietary research of the return potential for different asset classes, our experience with portfolio construction, and the expertise of our Global Sustainable Investment team, we can support clients with additional ESG requirements.  

Firm-wide exclusions on cluster munitions apply across all our strategies where we have discretion. Together with an ESG specialist, we screen portfolios to identify companies that breach social safeguards such as those listed in the Ten Principles of the United Nations Global Compact and the Organisation for Economic Co-operation and Development (OECD) Guidelines for Multinational Enterprises on Responsible Business Conduct. Companies that have been flagged as being in breach of social safeguards will be further assessed, which might entail engagement to clarify areas of concern, before we divest as a last resort.  

We always aim to invest in the best interests of our clients, so we are always transparent in our communications and discussions of how we integrate ESG considerations in our investment process. 

As ESG regulations and disclosure requirements evolve, we are committed to exploring further opportunities with our Global Sustainable Investment team to further embed ESG considerations into our investment process.  

Important Information

The information on this website is for informational purposes only and is not intended to be an offer, or a solicitation of an offer, to buy or sell any product or service to any person in any jurisdiction where such offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction.

Moreover, the information in this website will not affect Amova Asset Management America, Inc.’s (“Amova AM”) investment strategy in any way. The information and opinions in this website have been derived from or reached from sources believed in good faith to be reliable but have not been independently verified. Amova AM makes no guarantee, representation or warranty, express or implied, and accepts no responsibility or liability for the accuracy or completeness of this document. No reliance should be placed on any assumptions, forecasts, projections, estimates or prospects contained within this document. This website should not be regarded by recipients as a substitute for the exercise of their own judgment. Opinions stated on this website may change without notice.

In any investment, past performance is neither an indication nor guarantee of future performance and a loss of capital may occur. Estimates of future performance are based on assumptions that may not be realized. Investors should be able to withstand the loss of any principal investment. The mention of individual securities, sectors, regions or countries within this document does not imply a recommendation to buy or sell. All information contained in this website is solely for the attention and use of the intended recipients. Any use beyond that intended by Amova AM is strictly prohibited.

This website may contain links to the website of certain overseas affiliates of Amova Asset Management Americas, Inc. (“Amova AM”). However, providing such links should not be considered as offering or solicitation by Amova AM of any product or service of its affiliates to any person.

Additional information can be found under the Disclaimers [https:us.amova-am.com/institutional/legal-privacy-policy/disclaimer] section of this website.

US
This website is for information purposes only and is not intended to be an offer, or a solicitation of an offer, to buy or sell any investments or participate in any trading strategy. An offering of any investments, securities or investment advisory services with respect to securities may only be made by receipt of relevant and complete offering documentation and agreements, as applicable. Any offering or distribution of a Fund in the United States may only be conducted via a licensed and registered broker-dealer or a duly qualified entity. Amova Asset Management Americas, Inc. is a United States Registered Investment Adviser. 

Canada
The information on this website should not be considered a solicitation to buy or an offer to sell a security in Canada. The information provided herein does not constitute any form of financial opinion or investment advice on the part of Amova AM and it should not be relied on as such. It does not constitute a prospectus, offering memorandum or private placement memorandum in Canada, and may not be used in making any investment decision. Additional information can be found under the Disclaimers section of this website.