European Sustainable Equity

Strategy description

The European Sustainable Equity strategy was launched in December 2013, leveraging on the success of an institutional mandate with a strong track record that the team has managed since 2005. It invests in a diversified portfolio of European stocks. The strategy combines risks and opportunities linked to Environmental, Social and Governance (ESG) factors with a thorough financial analysis of companies. In this way we take into account factors that are often outside the scope of traditional financial analysis but can have a significant impact on long-term performance.

Objective

We aim to outperform the mainstream MSCI Europe (Net) Index by 2% gross on a three year annualised basis. The emphasis of our investment and research process is on identifying attractively valued quality companies that outperform over the long term while offering some downside protection in declining markets.

Key information

Investment objective Benchmark +2% gross on a 3 year annualised basis
Benchmark MSCI DM Europe Index (Net)
Investment universe European equities
Target Ex AnteTracking Error 2 – 6%
Investment style Core
Maximum Cash Position 10%
Number of Holdings Typically between 40 - 90


Robert Williams

Robert Williams

Head of Business Development

+352 2463 3741

robert.williams@nnip.com
Randy Jonathans

Randy Jonathans

Senior Business Development Manager

+352 2463 5732

randy.jonathans@nnip.com
Amel Marzoug

Amel Marzoug

Senior Marketing Manager

+352 2463 9886

amel.marzoug@nnip.com

Key elements

  • Proven strategy with successful track record
  • Experienced and stable investment team
  • Distinct sustainable investment process with a tilt toward quality companies

Documents

Latest insights

The stock selection process relies on the combination of financial and ESG screenings. The latter is composed of both positive (best-in-class screening) and negative screening where companies are excluded based on their activity and level and nature of controversies. The investment team also uses quantitative and fundamental research which it gets from our Global Equity Research team of equity analysts. On the back of this, we determine which stocks to include in the portfolio.

Robert Williams

Robert Williams

Head of Business Development

+352 2463 3741

robert.williams@nnip.com
Amel Marzoug

Amel Marzoug

Senior Marketing Manager

+352 2463 9886

amel.marzoug@nnip.com
Randy Jonathans

Randy Jonathans

Senior Business Development Manager

+352 2463 5732

randy.jonathans@nnip.com

Key elements

  • Proven strategy with successful track record
  • Experienced and stable investment team
  • Distinct sustainable investment process with a tilt toward quality companies

Documents

Latest insights

Hendrik-Jan Boer

Hendrik-Jan Boer

Head of Sustainable Investments and Senior Portfolio Manager, Sustainable Equity

Experience since 1990

 Alex Zuiderwijk

Alex Zuiderwijk

Senior Portfolio Manager, Sustainable Equity

Experience since 1999

Jeroen Brand

Jeroen Brand

Senior Portfolio Manager, Sustainable Equity

Experience since 2001

Robert Williams

Robert Williams

Head of Business Development

+352 2463 3741

robert.williams@nnip.com
Amel Marzoug

Amel Marzoug

Senior Marketing Manager

+352 2463 9886

amel.marzoug@nnip.com
Randy Jonathans

Randy Jonathans

Senior Business Development Manager

+352 2463 5732

randy.jonathans@nnip.com

Key elements

  • Proven strategy with successful track record
  • Experienced and stable investment team
  • Distinct sustainable investment process with a tilt toward quality companies

Documents

Latest insights