Promethos International Equity

Strategy Characteristics:

InceptionFeb, 2015
BenchmarkMSCI ACWI ex-U.S.
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 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 ex U.S. 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 Boards29%19%51%
Women Executives18%14%29%
Women in C Suite21%9%131%
ESG Disclosure50.339.029%
ISS Quality3.35.034%
CDP6.05.020%
S&P Global Env Rank72.850.046%
Sustainalytics76.654.042%
Scope 1 GHG/Sales35.3514.093%
Scope 2 GHG/Sales30.074.560%
% Unionized44%48%-9%

Source: Bloomberg

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

Contact Phone

(617) 535-9240

Promethos Capital

BOSTON/NEW YORK