Portfolios that aim to harness the long-term return potential of companies that capture the opportunities created by global sustainability challenges
The market environment for sustainable portfolios has been tough over the last year. But sustainability challenges haven’t gone away. Climate change, healthcare and various social crises are among leading environmental, social and governance (ESG) issues that require solutions from the private sector.
This is creating long-term opportunities for both companies and investors, who can find an array of sustainable investing portfolios to suit diverse financial goals.
Sustainable Themes Provide Compelling Corporate Investment Opportunities
Themes Expected to Persist, Irrespective of Changing Geological or Economic Factors
For informational purposes only. As of 31 December 2023
Source: UN and AllianceBernstein (AB)
The Challenge
From escalating climate threats to growing social challenges, the impetus for creating a more sustainable world has become impossible to ignore. In fact, the United Nations’ Sustainable Development Goals (UN SDGs) are a powerful and important initiative that aims to address these challenges and change the world substantively.
But we can’t rely on governments and philanthropy alone to solve the problems. Investors have an important role to play by supporting private sector efforts to address the issues that will redefine life on earth for decades to come. The UN SDGs can be a helpful guide for investors to identify companies that produce products and services which can help address some of the most critical areas of importance to humanity.
Investment Solutions
In AB’s sustainable equity, fixed-income and multi-asset portfolios, companies that qualify for inclusion must derive a high proportion of revenue from SDG-aligned products or services that support three core themes: Climate, Health and Empowerment. Each portfolio integrates ESG research with disciplined security selection to identify companies that meet clear sustainability criteria with quality businesses to support long-term return potential.
Our diverse offering across asset classes provides options suitable for different investors’ risk tolerance levels and return appetites.
The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk.
The Portfolio/Fund is meant as a vehicle for diversification and does not represent a complete investment programme. Prospective investors should read the Prospectus, which includes Sustainability-Related Disclosures, and discuss risks and the Portfolio's/Fund’s fees and charges with their financial advisor to determine if the investment is appropriate for them. The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams and are subject to revision over time.
AB offers open-ended Luxembourg-based funds under AB FCP I, a mutual investment fund (fonds commun de placement) organized under the laws of the Grand Duchy of Luxembourg and AB SICAV I, an open-ended investment company with variable capital (société d’investissement à capital variable) incorporated under the laws of the Grand Duchy of Luxembourg.
Not all of the strategies and products we offer are available and/or registered for distribution in all jurisdictions. The sale of funds may be restricted or subject to adverse tax consequences in certain jurisdictions.
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