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At a glance
A global emerging markets (EM) equity strategy that targets companies who exhibit strong or improving Environmental, Social and Governance (ESG) qualities as well as sustain and accelerate high-quality and profitable growth.
23 September 2020
MSCI Emerging Markets Index
Reasons to invest
1. Strong EM heritage:
Our experienced EM team has a proven track record of consistently generating strong alpha through bottom-up research and stock selection.
2. ESG benefit:
We systematically apply ESG factors to identify investment opportunities, screen for material risks, and optimize the portfolio. The investment process incorporates Columbia Threadneedle’s evidence based, data-driven proprietary Responsible Investment (RI) model, taking advantage of its forward-looking investment signals to support fundamental research.
3. Core innovators:
We believe companies with innovation at their core, creating and embracing new ideas, processes and technology, can gain a competitive advantage, win market share and drive long-term growth.
Why now for ESG investing in emerging markets
Do EM policymakers and companies care about sustainability? And why are investors still under allocated? Do you still hesitate to invest in emerging markets? Watch this video to see what Krishan Selva has to say.
The market often underestimates the ability of highly innovative businesses to sustain high returns on capital and strong growth over the long run. Many such highly innovative companies also lead their peers in ESG best practices.
We seek to identify and invest in high-quality innovators through a combination of a detailed fundamental analysis and Columbia Threadneedle’s proprietary ESG research.
We utilise a ‘stewards-of-capital’ and competitive advantage framework to identify companies that can sustain and accelerate profitable growth over the long term, with a focus on return on invested capital. We work closely with our RI team to build a high conviction, best ideas portfolio of emerging markets innovative, ESG-friendly companies.
As we take a ‘go anywhere’ approach, stock selection drives sector and country weightings, and we believe our focus on long-term sustainable practices will drive outperformance across a range of market conditions.
Dara White is the global head of emerging market equities at Columbia Threadneedle Investments and has acted as lead portfolio manager of emerging market equity strategies since 2008. He joined the company in 2006 as co-manager of the strategic investor team and is based in Portland. Prior to this, Dara was a portfolio manager and analyst with RCM Global Investors. Dara received a degree in finance and marketing from Boston College. He is a member of the CFA Institute and the Security Analysts of San Francisco. In addition, he holds the Chartered Financial Analyst designation.