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TAM Sustainable World

TAM's Sustainable World Portfolios
In 2023, the Financial Conduct Authority found that 81% of consumers want their money to do good, as well as deliver a return. We are proud to have been offering tried and tested solution to these valued customers since as early as 2013. Our Sustainable World portfolios have been warmly welcomed by old and new investors and has a strong track record of providing our customers access to solutions that are aligned with both their financial goals and their sustainability preferences.

Why invest sustainably?
If you find yourself in the 81% you probably care about the sustainability of the planet, or perhaps you want your investments to do some social or environmental good. Or perhaps you may just want to limit exposure to the nasties. TAM's approach aims to work for you by investing in a way that contributes positively towards a sustainable world. A sustainable world is one that is resilient and provides a good quality of life for everyone.

What is a sustainable world?
One within the environmental limits of the planet and helps keep global warming within the ‘well below 2°C threshold’, outlined in the landmark 2016 Paris Climate Accord. The accord was built as our planet is experiencing worrying environmental and social pressures. Many argue that the future of humankind hangs in precarious balance. Our next steps and decisions will determine which way the scales tilt and that is pushing many people to think carefully about their choices, including how they invest.

Is it just about the planet?
As important as the fight against climate change is, we all observe issues within our society which equally warrant our attention. The rise in obesity, infertility, mental health issues and other avoidable concerns is also front of our minds as sustainable investors. We work within the portfolios to raise awareness of these issues and invest in a way to fund solutions and avoid the worst actors in the space.

The Funds

Take a look under the hood! Below we list the funds within the TAM Sustainable World Portfolios, and how each is aligned to the Sustainable Development Goals.

What are the Sustainable Development Goals?
The Sustainable Development Goals (SDGs), also known as the Global Goals, were adopted by the United Nations in 2015 as a universal call to action to end poverty, protect the planet, and ensure that by 2030 all people enjoy peace and prosperity. These alignments are wholly determined on an underlying revenue attribution basis, with any negative alignment deducted to create a net assessment, by third party sustainability screener Clarity AI.

What is the SDG Intentionality Score?
The SDG intentionality score is TAM's own qualitative assessment of how material and intentional we believe the funds' alignment is to the SDGs. It illustrates whether the SDG alignment is implicitly a target of the fund, which is adjudged by TAM to be embedded into the processes of the fund, or purely a bi-product of the fund targeting other sustainability outcomes. The assessments are ranked as:

High - embedded into the fund’s process

Medium - SDGs are referenced within literature and process but not adjudged as fundamental to asset allocation decisions

Low - minimal to no reference to SDGs within processes, thus SDG alignment is adjudged as a byproduct of alternative sustainability frameworks

What is the WACI?
The Weighted Average Carbon Intensity (WACI) demonstrates the tonnes of CO2 emitted per $1 million of underlying company sales.

Select a fund

Brown Advisory US Sustainable Growth Fund

Investing in high quality businesses leading in ESG factors, which operate within sustainable trends and sectors exclusively within the United States.

WACI: 19.86 | SDG Intentionality Score: Low

CT Global Social Bond Fund

WACI: 73.13 | SDG Intentionality Score: High

Edentree Green Infrastructure Fund

Investing in impactful companies through real assets and projects that enable the systems and services that a society needs to work effectively, with an emphasis on renewable energy infrastructure.

WACI: 396.8 | SDG Intentionality Score: Medium

Janus Henderson US Sustainable Equity Fund

The team at Janus Henderson have built on their 30 years’ experience in the successful global equity strategy with this US focused portfolio. Their thesis remains that there is a strong link between sustainable development, innovation and long-term compounding growth. Through this lens, they invest in ten sustainable development themes to provide core, US equity exposure with positive environmental and social outcomes.

WACI: 15.3 | SDG Intentionality Score: High

Nomura Global Sustainable Equity Fund

Providing exposure to and driving positive change within high quality, undervalued companies providing demonstrable impact across six SDG aligned impact goals.

WACI: 72.1 | SDG Intentionality Score: High

Pictet Climate Government Bond Fund

Investing in government debt of countries with demonstrable carbon emissions reductions and targets, looking to track the FTSE World Government Bond Index.

WACI: 0.82 | SDG Intentionality Score: N/A

Pictet Global Environmental Opportunities Fund

A diversified portfolio of resilient companies providing solutions to the world's biggest environmental challenges, utilising the Stockholm Resilience Centre's planetary boundaries framework.

WACI: 137.2 | SDG Intentionality Score: Medium

Premier Miton Emerging Markets Sustainable

The fund invests in a high conviction portfolio of emerging market companies endeavouring to identify long term sustainable growth. Critically they must provide a positive influence on society and the environment as identified through a material alignment to the UN Sustainable Development Goals.

WACI: 55.4 | SDG Intentionality Score: High

Rathbone Global Sustainable Bond Fund

A fund which invests in bonds which align with eight sustainable development themes, promoting positive outcomes across both our environment and society.

WACI: 66.33 | SDG Intentionality Score: High

Regnan Global Equity Impact Solutions

Investing in mission driven companies providing solutions to environmental and social challenges, those companies identified as delivering real, systematic change for the better.

WACI: 45.63 | SDG Intentionality Score: High

Regnan Sustainable Water and Waste Fund

Investing in innovative companies driving two themes critical to a sustainable economy: a more efficient use of water resources and sustainable waste management solutions.

WACI: 248.37 | SDG Intentionality Score: Medium

Royal Mint Responsibly Sourced Physical Gold ETC

WACI: N/A | SDG Intentionality Score: N/A

Schroder Global Energy Transition Fund

Investing in the long-term winners, across the whole supply chain, in the unprecedented structural shift to a fossil fuel and nuclear-free society.

WACI: 115.18 | SDG Intentionality Score: Medium

Schroder Global Sustainable Value Fund

Investing in and engaging positively with companies undervalued by the market with a positive environmental and/or societal benefit and a leading ESG profile.

WACI: 12.81 | SDG Intentionality Score: Low

T Rowe Price Global Impact Credit Fund

A dual mandate of financial returns and positive impact through SDG aligned company bond issuances, driving a just transition to a sustainable economy.

WACI: 94.17 | SDG Intentionality Score: High

TwentyFour Sustainable Short Term Bond Income

WACI: 90.63 | SDG Intentionality Score: High

Wellington Management Global Impact Bond Fund

Investing for material improvement in life essentials, human empowerment, and the environment as well as financial returns across a broad range of bond issuances.

WACI: 69.66 | SDG Intentionality Score: High

WisdomTree Physical Silver

WACI: N/A | SDG Intentionality Score: N/A

The Fund Selector

Daniel Babington
Portfolio Manager at TAM Asset Management

Daniel joined our investment team in 2020 and has since brought his passion for responsible investing into the TAM Sustainable World portfolios. In particular, his interests lie within the social aspects of sustainability with a keen focus on the future of food systems, wider nutrition and mental health. He has been the driving force of key improvements in these areas, which have seen the standards of billion pound strategies improve.

“I see it as a privilege to be the custodian of our clients’ assets. I firmly believe they have the right to have their voice heard, and it is my job to uphold the high environmental and social standards that our investors have. Both by doing good through investment choices and holding funds’ responsible in avoiding harm through continued engagement.”

Partnerships & Associations

We are pleased to partner with Clarity AI - the award-winning state-of-the-art sustainability assessment tool that aims to quantify ESG characteristics from negative exclusions to impact, using seven providers to peel back what each fund is investing in at a constituent stock level. This innovation arms us with our own raw data to make sure the funds in our industry are accurately presenting their sustainability credentials, and offers us a platform to engage with the funds in which we invest for our clients.
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TAM is a proud member of the United Kingdom Sustainable Investment and Finance Association (UKSIF), who inform, influence and connect UK finance, policymakers and the public achieve a vision of a fair, inclusive and sustainable financial system that works for the benefit of society and the environment. Their annual Good Money Week campaign is the leading event promoting sustainability in retail finance.
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We are pleased to collaborate with Carbon Footprint Ltd, the Quality Assurance Standard (QAS) approved provider of internationally recognised carbon footprint calculators and offset projects, dedicated to guiding organisations on their journey towards achieving Net Zero, offering a comprehensive six-step approach to seamlessly reduce emissions and pave the way for a sustainable future.
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We are a proud signatory of the internationally recognised Principles for Responsible Investment (PRI), who are working to achieve an economically efficient, sustainable global financial system, by encouraging adoption of the Principles and collaboration on their implementation. By signing the principles, TAM can publicly demonstrate our commitment to incorporating environmental, social and governance factors into our investment decision making and ownership practices, benefitting from a global collaborative network, cutting-edge research and resources, and transparent reporting.
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We are a proud member of the innovative AdviserAction initiative - a first-of-its-kind membership organisation facilitated by sustainable investment pioneer CCLA, which will focus on engagement with listed companies to drive sustainable outcomes. We strongly believe that engagement is a key tool in driving real-world outcomes for our industry, and AdviserAction will bring our clients even closer to what good can come from investing.
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