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.