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Overview
We believe that advancing fairness of social opportunity and narrowing the equality gap can help empower individuals and deliver greater levels of human equity. However, over recent years, we have observed a structural increase in inequality and a widening gap between the goals and delivery of key societal development objectives.
In addressing these issues, we believe the private sector will have a large part to play both as involved corporate citizens and in providing products and to facilitate improvements in equality of opportunity and equality of outcome. Companies with products that truly make a difference in people’s lives have the opportunity to exploit long-term profit pools generated by true, ongoing societal need. Those that take their responsibility to society seriously and endeavor to treat employees, customers, and the community with respect and dignity may also find they have a competitive advantage over those who do not.
The Martin Currie Improving Society Strategy aims to take advantage of opportunities presented by investing in companies whose products and services positively impact fundamental human needs and create the conditions for advancements in equity. Active ownership is a fundamental tenet of the strategy with structured engagement on company-specific impact goals, sustainability issues and business topics at the heart of the investment process. The strategy leverages Martin Currie’s strong track record within Sustainability thought leadership and business integration and is well-aligned with our corporate purpose of ‘Investing to Improve Lives’.
Key Information
To invest in companies that contribute to human equity and improving lives.
Portfolio characteristics | UK Equity Income |
---|---|
Objective | Social Impact |
Asset Class | Listed Equities |
Style | Impact |
Investable Universe | Global |
Market capitalisation | All-cap |
Sector/country allocations |
As a result of stock selection-managed within factor risk analysis
Maximum sector allocation of 30% |
Security limit | Maximum 10% absolute stock weight |
Number of stocks | 20-35 |
Portfolio turnover | Low- expected turnover |
Inception | 2023 |
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"The investment process leverages the experience, research, creativity, and passion of the strategy's portfolio management team to identify areas of the market which have the greatest opportunity to generate positive impact."
Why Invest in Improving Society Strategy
Impact-led approach
Supporting those companies delivering impact at scale and actively engaging with companies to accelerate delivery of these ambitions.
Positive Impact
Contribution to the UN SDGs across three key pillars of Improving Wellbeing, Improving Inclusion, and Supporting a Just Transition.
The three impact pillars consist of SDG targets mapped using Martin Currie’s proprietary SDG Target Taxonomy.
Underappreciated opportunities:
Companies with products generating true positive social impact could potentially generate more attractive returns due to stronger competitive positions or greater demand.
Investment Strategy
The strategy aims to deliver an attractive and growing income stream through:
- Impact Focussed - Investing in the world’s most socially impactful companies.
- Innovative Research Process - Three long-term impact pillars inform our fundamental research.
- Performance Measurement - Measuring company-specific impact through KPIs.
- Engagement - Engagement is central to driving pace of impact and changes in behaviour.
- Differentiated portfolio construction - Blend of impact conviction and investment opportunity.

Investment Team

Lauran Halpin
- Job title
- Portfolio Manager, Head of Impact Equities
- Experience
- 16 years

John Gilmore
- Job title
- Stewardship, Sustainability and Impact Specialist / Portfolio Manager, Impact Equity
- Experience
- 18 years

Eoghan McGrath
- Job title
- Investment Analyst, Stewardship, Sustainability and Impact
- Experience
- 1 year
Our Capabilities
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Tim Baker, CFA®
Associate Client Portfolio Manager
M: +44 (0) 7795238754
E: tbaker@martincurrie.com
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Tim Baker, CFA®
Associate Client Portfolio Manager
M: +44 (0) 7795238754
E: tbaker@martincurrie.com
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Tim Baker, CFA®
Associate Client Portfolio Manager
M: +44 (0) 7795238754
E: tbaker@martincurrie.com
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mel Bucher
Head of Global Distribution
T: +44 (0) 131 479 4748
M: +44 (0) 758 414 7720
E: mbucher@martincurrie.com
Danni Yang, CFA®
Investment Client Portfolio Manger, Global Long-Term Unconstrained
M: +44 (0) 7826548065
E: dyang@martincurrie.com
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Mark Cho, CFA®
Head of Americas Distribution
Intermediary Sales/Wealth Management
T: +1 212 632 3292
E: mcho@martincurrie.com
Breanna Ellsworth, CFA®
Client Portfolio Manager, Distribution - US
T: +1 212 632 3293
E: bellsworth@martincurrie.com
Drew Comatos
Client Portfolio Manager, North America
Intermediary Sales/Wealth Management
T: +1 203 703 6472
E: dcomatos@martincurrie.com
Contact Us
We offer access to the strategy via segregated accounts and separately managed accounts.
Please visit our contact page or speak to a member of our sales team, to discuss the most appropriate investment to meet your requirements and for more information on our investment capabilities.
Felicity Walsh
Managing Director, Australia and New Zealand
M: +61 (0) 429 209 566
E: Felicity.Walsh@franklintempleton.com
Ross Kent
Investment Client Portfolio Manager
T: +61 (0)3 9017 8629
M: +61 (0)455 253 384
E: rkent@martincurrie.com.au
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Regulatory information and risk warnings
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). 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 provided should not be considered a recommendation to purchase or sell any particular security.
The views expressed are opinions of the named manager 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.
Regulatory information and risk warnings
Past performance is not a guide to future returns
This information is issued and approved by Martin Currie Investment Management Limited (‘MCIM’). 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 analysis of Environmental, Social and Governance (ESG) factors form an important part of the investment process and helps inform investment decisions. The strategy does not necessarily target particular sustainability outcomes.
The information provided should not be considered a recommendation to purchase or sell any particular security. It should not be assumed that any of the security transactions discussed here were, or will prove to be, profitable.
The views expressed are opinions of the named manager 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 information contained has been complied 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 recording for its own use. It is provided to you only incidentally and any opinions expressed are subject to change without notice.
Regulatory information and risk warnings
Investors resident in Canada: By clicking "accept and enter" on the previous link, you agree and represent to Martin Currie that you have read and understood the "Important information and risk factors", which apply to any investment in our products referred to in this website, and that you are resident in, or incorporated in, Canada and are a Permitted Client for the purposes of NI 31-103. The information on this section of the website is not intended for use by any other person, including members of the public.
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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), Saltire Court, 20 Castle Terrace, Edinburgh EH1 2ES Tel: (44) 131 229 5252 Fax: (44) 131 222 2532 www.martincurrie.com, is registered with the Securities Exchange Commission as an investment adviser for the purposes of the Investment Advisers Act 1940 and is also authorised and regulated by the UK Financial Conduct Authority. Martin Currie Inc. 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.
For the avoidance of doubt, nothing excludes, limits or restricts our obligations to you under the UK Financial Services and Market Act 2000, the Investment Advisers Act 1940, 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.