Promethos Global Equity

Strategy Characteristics:

InceptionJanuary 31, 2020
BenchmarkMSCI ACWI
Position Size5% Maximum
Holdings45 to 65
Active Share>90%
Sector+/-5%
Region+/-5%
Top 10 Holdings20%-30%
Market CapMulti (Large & Mid)
Tracking Error3%–5%
Beta~1.0
StyleCore

Portfolio Management

Ivka Kalus

Ivka Kalus - Founder, CIO, Portfolio Manager

Diversified international investing with strong ESG characteristics

Investment Strategy

The Global strategy utilizes a sector and region neutral risk-controlled framework that seeks to provide long-term capital appreciation and excess returns relative to the MSCI ACWI Index. The portfolio invests in companies that exhibit attractive risk/return profiles and favorable ESG characteristics.

Intentionality Incorporated in the Portfolio

Diversity & InclusionEnvironmental CareHuman Rights Protection
Gender and inclusion policies
Women in leadership
GHG emissions mitigation
Renewable energy
Water conservation
Value & preservation of human life
Protect community health
Diversity & InclusionEvnironmental CareHuman Rights Protection
Impact ResultsPortfolioBenchmark% Better
Women on Boards31%21%49%
Women Executives24%18%31%
Women in C Suite23%9%157%
ESG Disclosure493063%
ISS Quality3.25.035%
CDP6.45.028%
S&P Global Env Rank754085%
Sustainalytics735242%
Scope 1 GHG/Sales5144688%
Scope 2 GHG/Sales387851%
% Unionized25%25%3%

Source: Bloomberg

All data as of March 31, 2021 unless otherwise noted.

Contact Phone

(617) 535-9240

Promethos Capital

BOSTON/NEW YORK