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%22%38%
Women Executives24%19%26%
Women in C Suite22%9%144%
ESG Disclosure493254%
ISS Quality3533%
CDP73109%
S&P Global Env Rank764280%
Sustainalytics205059%
Scope 1 GHG/Sales2729891%
Scope 2 GHG/Sales275148%
% Unionized35%25%42%

Source: Bloomberg

All data as of September 30, 2021 unless otherwise noted.

Contact Phone

(617) 535-9240

Promethos Capital

BOSTON/NEW YORK