Introducing Portfolio Explorer

Introducing Portfolio Explorer

We have developed Portfolio Explorer to tell the stories of the companies we invest in across our strategies

Porfolio Explorer

How companies are contributing to sustainable development

Sustainable development is the achievement of high levels of human development within global ecological limits. As investors, we focus on understanding the contributions individual companies make to sustainable development from the bottom-up. To do this well, we believe that qualitative assessments are as important as quantitative measures. 

It is for this reason that we have developed our Portfolio Explorer tool to tell the stories of the companies we invest in across our regional and global strategies. These stories have been written by our own team so that our clients and other stakeholders can see why we believe that the companies we invest in are making the world a better place. 

Portfolio Explorer

Our Portfolio Explorer tool allows you to explore strategies, companies, countries and sustainability issues of interest in four views – map, human development pillars, climate...

Four views of sustainable development 

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      We have provided four views of our strategies.

      Map: Use this global view to find detailed company information including our investment rationales, risks and areas to improve.

      Sustainable Development Goals (SDGs): The 17 SDGs are globally agreed goals that countries have committed to achieving by 2030. The SDGs offer a vision for the future towards which sustainable investment efforts can be directed. 

      Climate solutions: We map companies to Project Drawdown’s c.90 climate change solutions.* Project Drawdown is a non-profit organisation that has modelled over 90 different climate solutions that it believes will contribute to reaching  ‘drawdown’ – i.e. the future point in time when levels of greenhouse gases in the atmosphere stop climbing and start to steadily decline. The solutions are diverse and cross-cutting, and show the systemic change needed to avoid catastrophic warming.

      Human development pillars: We have developed our own human development pillars, by reference to, amongst other things, the UN Human Development Index that we believe encapsulate the essence of human development. 

       


       

      Questions about Portfolio Explorer

      * Any reference to Project Drawdown is to describe the publicly available materials utilised by Stewart Investors in formulating its sustainability analysis. It is not intended to be, and should not be, read as constituting or implying that Project Drawdown has reviewed or otherwise endorsed the Stewart Investors sustainability assessment framework.

      **A direct link would arise where the goods an entity produces or the services it provides are the primary means through which the positive social or environmental outcome can be achieved (e.g. solar panel manufacturers or installers).

      An enabling link would arise if the goods a company produces or services it provides enable other companies to contribute towards the achievement of the positive social or environmental outcome (e.g. manufacturers of critical components that are used as inputs in the manufacture of solar panels).