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Improving Society

Martin Currie’s socially-focused impact strategy aims to positively address the problem of human inequity while delivering long-term capital growth.

Driving positive change

We believe in supporting companies delivering the most meaningful positive impact on society.

Seeking those that narrow the equality gap and make a real, measurable difference.

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Companies that positively 'Improve Society'

We invest on a long-term, global basis in listed companies whose products or services positively contribute to three impact pillars:

This focuses our investment on companies which address human inequity, meaningfully narrow the equality gap, and make a measurable difference in the world.

Making a measurable difference

Each company has specific Key Performance Indicators (KPIs), with its products and services mapped against the seven UN SDGs directly relevant to the strategy.

Engagement with companies allows the team to accelerate positive impact.

Combining impact with financial performance

Our core belief is that impact and financial performance are interrelated. Companies making positive societal impacts have disruptive, innovative products and services.

This creates growth through greater market opportunities from strong competitive advantages.

  • "We believe that by investing in and engaging with society's most impactful companies we can generate positive change as well as provide long-term capital appreciation."

Dedicated Impact Equity investment team

The impact equities investment team members share a common focus on, and passion for, active stewardship and investing for impact.

The team has been drawn together through investment roles which have been marked by an increased focus on sustainability. They share a common desire to contribute to solving the structural increase in inequality and shortfall between the goals and delivery of key societal objectives such as the Sustainable Development Goals (SDGs).

Through our experience and, having observed the positive impact companies can have in relation to social and other sustainability-related issues, we are convinced that Improving Society can make a measurable difference in solving these challenges and can help to accelerate real world change.

The Improving Society strategy is managed by Lauran Halpin and John Gilmore, investors each with over 16 years investment experience. Both are responsible for the idea generation, research, portfolio construction and engagement for the strategy. They are supported by Eoghan McGrath, investment analyst who supports the research program.

Important Information

This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’), authorised and regulated by the Financial Conduct Authority. It does not constitute investment advice. Market and currency movements may cause the capital value of shares, and the income from them, to fall as well as rise and you may get back less than you invested.

The information contained in this document has been compiled with considerable care to ensure its accuracy. However, no representation or warranty, express or implied, is made to its accuracy or completeness. Martin Currie has procured any research or analysis contained in this document for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.

The views expressed are opinions of the portfolio managers as of the date of this document and are subject to change based on market and other conditions and may differ from other portfolio managers or of the firm as a whole. These opinions are not intended to be a forecast of future events, research, a guarantee of future results or investment advice.

The document does not form the basis of, nor should it be relied upon in connection with, any subsequent contract or agreement. It does not constitute, and may not be used for the purpose of, an offer or invitation to subscribe for or otherwise acquire shares in any of the products mentioned.

The distribution of specific products is restricted in certain jurisdictions, investors should be aware of these restrictions before requesting further specific information.

The analysis of Environmental, Social and Governance (ESG) factors forms an important part of the investment process and helps inform investment decisions. The strategy/ies do not necessarily target particular sustainability outcomes.

Past performance is not a guide to future returns.

Risk warnings – Investors should also be aware of the following risk factors which may be applicable to the strategy shown in this document.

  • Investing in foreign markets introduces a risk where adverse movements in currency exchange rates could result in a decrease in the value of your investment.
  • This strategy may hold a limited number of investments. If one of these investments falls in value this can have a greater impact on the strategy’s value than if it held a larger number of investments.
  • Smaller companies may be riskier and their shares may be less liquid than larger companies, meaning that their share price may be more volatile.
  • Emerging markets or less developed countries may face more political, economic or structural challenges than developed countries. Accordingly, investment in emerging markets is generally characterised by higher levels of risk than investment in fully developed markets.

For professional investors in Canada.

This material is intended for residents in, or incorporated in, Canada and are a Permitted Client for the purposes of MI 31-103. The information on this section of the website is not intended for use by any other person, including members of the public.

Martin Currie Inc, incorporated in New York with its registered office at 280 Park Avenue, New York, NY 10017 and having a UK branch registered in Scotland (no SF000300), Head office, 5 Morrison Street, 2nd floor, Edinburgh, EH3 8BH, Tel: +44 (0) 131 229 5252 Fax: +44 (0) 131 222 2532 www.martincurrie.com, operates under the International Adviser Exemption with the Ontario Securities Commission (‘OSC’) and is therefore currently not required to be registered as a portfolio manager for the purposes of MI 31-103. Martin Currie Inc. is also authorised by the UK Financial Conduct Authority.

For the avoidance of doubt, nothing excludes, limits or restricts our obligations to you under the UK Financial Services and Market Act 2000, National Instruments or any other applicable law or regulation.

The opinions and views in this website do not take into account your individual circumstances, objectives, or needs and are not intended to be recommendations of particular financial instruments or strategies to you. This website does not identify all the risks (direct or indirect) or other considerations which might be material to you when entering any financial transaction. You should consult with your professional advisers before undertaking any investment activity. The information provided on this website should not be treated as advice or a recommendation to buy or sell any particular security or other investment. The information on this website has not been reviewed by any competent regulatory authority.

For wholesale investors in Australia:

This material is provided on the basis that you are a wholesale client within the definition of ASIC Class Order 03/1099. MCIM is authorised and regulated by the FCA under UK laws, which differ from Australian laws.

For professional investors.

In Hong Kong:

The contents of this document have not been reviewed by any regulatory authority in Hong Kong.  You are advised to exercise caution in relation to the offer. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice.

In Singapore:

This document is provided by Templeton Asset Management Limited
(Registration Number (UEN): 199205211E) which is licensed by the Monetary Authority of Singapore and whose business address is at 7 Temasek Boulevard, #38-03, Suntec Tower One, Singapore, 038987. Templeton Asset Management Limited is a wholly owned subsidiary of Franklin Resources, Inc. This document is for information only and does not constitute an offer or solicitation to buy or sell any units in any fund. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Martin Currie is not registered with or regulated by any regulatory authorities in Singapore.

This material is provided on the basis that you are a wholesale client within the definition of ASIC Class Order 03/1099. MCIM is authorised and regulated by the FCA under UK laws, which differ from Australian laws.

In Korea:

This document is for information purposes only. It is prepared and presented to provide an introduction to the business of MCIM and its related companies(collectively known as ‘Martin Currie’). This document does not constitute an offer to sell or a solicitation of any offer to invest in any security, fund or other vehicle managed or advised by Martin Currie.

None of the security(ies), fund(s) or vehicle(s) managed by or advised by Martin Currie are registered in South Korea under the Financial Investment Services and Capital Markets Act of Korea and accordingly, none of these instruments nor any interest therein may be offered, sold or delivered, or offered or sold to any person for re-offering or resale, directly or indirectly, in South Korea or to any resident of South Korea except pursuant to applicable laws and regulations of South Korea.  Martin Currie is not registered with or regulated by any regulatory authorities in South Korea.

In China:

This document does not constitute a public offer of the strategy, whether by sale or subscription, in the People’s Republic of China (the “PRC”). These strategies are not being offered or sold directly or indirectly in the PRC to or for the benefit of, legal or natural persons of the PRC.  Further, no legal or natural persons of the PRC may directly or indirectly purchase any of the strategy or any beneficial interest therein without obtaining all prior PRC’s governmental approvals that are required, whether statutorily or otherwise. Persons who come into possession of this document are required by the issuer and its representatives to observe these restrictions.