Delivering positive social outcomes
Social inequality – such as through income, race and gender – poses a systemic risk to society and the wider economy. COVID-19 has put a spotlight on social inequality, which will lead to an acceleration of regulatory action and increased awareness from consumers. However, we believe companies that are changing their business models and practices to deal with social and regulatory change should see beneficial performance.
Our Sustainable Transition Fund range targets opportunities linked to the United Nations Sustainable Development Goals that support and accelerate the transition to a sustainable future. Through the Social Transition Global Equity Fund, we invest in and engage with companies that are driving fundamental changes toward a more socially just and equitable society and economy. We take a unique and innovative approach to address the needs of investors seeking two objectives:
Social inequality requires systemic change. We go beyond a simple solutions approach and aim to maximise our potential to deliver capital growth and impact objectives. We try to avoid significant harm by excluding companies that do not meet minimum social principles, invest in companies that meet key social needs, and invest in and engage with transition-oriented companies managing their impact on society to drive further positive change.
The social transition
Recognising that being a good corporate citizen is the right thing to do and pays off is something investors and the financial community need to think harder about, argue Vaidehee Sachdev and Matt Kirby.
Social Transition Global Equity strategy
Aviva Investors Social Transition Global Equity Fund
This strategy aims to deliver long-term capital growth by investing in companies globally that either provide solutions to social inequality or transitioning their business models to manage their social impact, while avoiding those that do not meet minimum social criteria.
For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.
Social Transition Global Equity team
Read more about the funds
Explore our equities range
A diverse range of UK equity investment solutions backed by a highly experienced team of portfolio managers and a dynamic, forward-looking investment process.
Our range of strategies is underpinned by a robust process designed to meet clients' objectives across capital growth and income.
Global emerging market equities
A range of strategies that offer investors specialist exposure to a rapidly growing asset class, with portfolios targeting income and smaller companies.
Covering both continental and pan-European regions, our range of equity funds focus on identifying companies with improving fundamentals.
Climate Transition Equities
A range of strategies investing in companies that can play a major role in the transition to a low-carbon world.
Climate change views
Nature shock: Grappling with nature-based risk
19 Jan 2022
Could nature degradation prove a significant threat to corporate and financial stability? As climate change accelerates, oceans acidify, deforestation and soil erosion continue and species are lost, this important question is weighing on investors and financial regulators around the world.
Investing for climate action: Easy as SBTs?
11 Jan 2022
With governments struggling to turn words into action on climate change, investors can ensure the private sector plays its part by pushing firms to adopt science-based targets, argues Rick Stathers.
Restoring and caring for the natural world: An interview with John Willis
9 Dec 2021
Scientists around the world have highlighted the need to tread more lightly on the planet, halting then reversing the decline of the natural world. But the financial community, including investors, has been slow to respond.
The cost of climate change: A big threat to sovereign debt?
3 Dec 2021
Governments around the world are struggling to avert a climate catastrophe. Regardless of whether they succeed, climate change threatens adverse consequences for government bonds, although market impacts are likely to vary.
Beyond borders: Reflections on a historic COP meeting
19 Nov 2021
COP26 was billed as ‘the most important meeting in history’. Steve Waygood had a front row seat and shares his thoughts on the climate conference.
What does the data say? All eyes on Glasgow
29 Oct 2021
In this month’s instalment of our visual series on topical data themes, we focus on climate change as the world turns its attention to the COP26 summit in Glasgow.
The AIQ Podcast: Counting emissions and accounting omissions
27 Oct 2021
Increasing numbers of governments and companies are committed to reaching net zero. But how sound is the carbon data on which these commitments are made?
A fair COP: Why social justice is vital to climate action
22 Oct 2021
For too long, issues of justice and equality have been left out of the climate conversation. But policymakers, companies and investors are slowly beginning to acknowledge the social dimensions of climate action.
We need to talk about waste: Tackling renewable energy’s dirty secret
21 Oct 2021
Renewable energy has a vital role to play if the world is to combat climate change. But its widespread adoption comes with a price. As older installations come to the end of their useful life, countries urgently need to work out what to do with the waste.
The age of climate extremes: Crises, cascades and comfort zones
20 Oct 2021
The latest assessments from climate scientists suggest some geographical zones that have been lived in for thousands of years are becoming uncomfortably hot and fire-prone or wet and vulnerable to flooding. How will humanity adapt to new extremes? Rick Stathers assesses the evidence.
Cleaning up: Transforming finance for a net zero-world
20 Oct 2021
To align with net-zero emissions targets, the financial system needs a radical transformation. Can it get there and, if it does, what should it look like in 2050?
Counting emissions and accounting omissions: The struggle to measure, monitor and manage corporate net-zero efforts
19 Oct 2021
Internalise the climate externality. That is the major task facing policymakers and corporate executives. However, this requires accurate measurement and incorporation into financial accounts and neither are straightforward.
50 shades of green
18 Oct 2021
With the noise and interest in ESG investing reaching levels that would have been unthinkable a few short years ago, much of the analysis surrounding it is becoming polarised. A more sophisticated conversation and debate is required, argues Mark Versey.
Without a global finance plan, the climate moonshot will fail
13 Oct 2021
If the world is to achieve the goals of the Paris Agreement, the international financial architecture needs far stronger coordination under a re-tooled OECD, writes Steve Waygood.
From outside-in to inside-out: Transforming finance for impact
8 Oct 2021
To meet the goals of the Paris Agreement, finance must embrace a holistic approach to managing its impact on the environment. Eric Usher, head of UNEP FI, talks to AIQ about this shift in focus and the importance of public and private sector collaboration.
Actions and words: An interview with Dale Vince
6 Oct 2021
The prominent climate change campaigner and founder of green energy supplier Ecotricity discusses biogas, the energy crisis and the need for a shake-up in government policy to achieve net zero in a wide-ranging interview with AIQ. Words by Miles Costello.