The TAM Net Zero Commitment is part of our wider sustainability mission, which demonstrates our promise to reduce our environmental impact and inspire others to do the same. We are a proud certified Carbon Neutral and Carbon Reduced Organisation, achieved by offsetting our annual carbon footprint which we are reducing every year, working towards the ultimate goal of net zero emissions.
We build portfolios to drive positive environmental and social outcomes that you can be proud of, within a framework that works for you. We aim to unlock these opportunities for all, empowering everyone to make a difference, in a way that is:
In a world where everything costs more, we work hard to keep the cost of your investments as low as we can without giving up the high-quality hallmark which we are known.
Keeping you up to date on our latest thinking is so important, that’s why TAM aim to bring these fantastic investments to life through our sustainability blog as well as a full breakdown of all your investments.
We know everyone prefers a smooth journey and one which doesn’t forget that your financial returns are critical in everything we do. Given that, we invest from right across the global stock and bond market to deliver a portfolio blended to account for the short-, medium- and long-term life of your cash.
TAM offer five portfolios, all taking on different levels of risk, in our bid to make sustainable investing fit for all.
Most importantly, we build our portfolios to align with our investors’ financial goals.
Take a look under the hood! Below we list the funds within the TAM Sustainable World Portfolios, and how each is aligned to the Sustainable Development Goals.
What are the Sustainable Development Goals?
The Sustainable Development Goals (SDGs), also known as the Global Goals, were adopted by the United Nations in 2015 as a universal call to action to end poverty, protect the planet, and ensure that by 2030 all people enjoy peace and prosperity.
What is the SDG Intentionality Score?
The SDG intentionality score is TAM's own assessment of the materiality of the funds' alignment with the SDGs. It illustrates whether the SDGs are implicitly a target of the fund or a bi-product of the investment.
What is the WACI?
The Weighted Average Carbon Intensity (WACI) demonstrates the tonnes of CO2 emitted per $1 million of underlying company sales.
Investing in high quality businesses leading in ESG factors, which operate within sustainable trends and sectors exclusively within the United States.
WACI: 13.86 | SDG Intentionality Score: Low
Columbia Threadneedle Global Social Bond Fund
Financing investments which provide measurable impact towards supporting more inclusive and sustainable development, through the use of labelled bonds.
WACI: 83.32 | SDG Intentionality Score: High
Edentree Green Infrastructure Fund
Investing in impactful companies through real assets and projects that enable the systems and services that a society needs to work effectively, with an emphasis on renewable energy infrastructure.
WACI: 387.62 | SDG Intentionality Score: Medium
EdenTree Sustainable Short Dated Bond Fund
Their 'profit with principles' approach seeks a high-quality fund of short-dated bonds, from companies making a positive contribution to society across nine key attributes.
WACI: 19.28 | SDG Intentionality Score: Medium
LOIM Natural Capital Fund
Investing in long term winners from the transition to a circular bio-economy and from the transition to a leaner form of industry.
WACI: 186.72 | SDG Intentionality Score: Medium
Nomura Global Sustainable Equity Fund
Providing exposure to and driving positive change within high quality, undervalued companies providing demonstrable impact across six SDG aligned impact goals.
WACI: 37.21 | SDG Intentionality Score: High
Pictet Climate Government Bond Fund
Investing in government debt of countries with demonstrable carbon emissions reductions and targets, looking to track the FTSE World Government Bond Index.
WACI: 0.74 | SDG Intentionality Score: N/A
Pictet Global Environmental Opportunities Fund
A diversified portfolio of resilient companies providing solutions to the world's biggest environmental challenges, utilising the Stockholm Resilience Centre's planetary boundaries framework.
WACI: 173.08 | SDG Intentionality Score: Medium
Rathbone Global Sustainable Bond Fund
A fund which invests in bonds which align with eight sustainable development themes, promoting positive outcomes across both our environment and society.
WACI: 0 | SDG Intentionality Score: High
Regnan Global Equity Impact Solutions
Investing in mission driven companies providing solutions to environmental and social challenges, those companies identified as delivering real, systematic change for the better.
WACI: 43.48 | SDG Intentionality Score: High
Regnan Sustainable Water and Waste Fund
Investing in innovative companies driving two themes critical to a sustainable economy: a more efficient use of water resources and sustainable waste management solutions.
WACI: 178.45 | SDG Intentionality Score: Medium
Schroder Global Energy Transition Fund
Investing in the long-term winners, across the whole supply chain, in the unprecedented structural shift to a fossil fuel and nuclear-free society.
WACI: 118.56 | SDG Intentionality Score: Medium
Schroder Global Sustainable Value Fund
Investing in and engaging positively with companies undervalued by the market with a positive environmental and/or societal benefit and a leading ESG profile.
WACI: 13.18 | SDG Intentionality Score: Low
T. Rowe Price Global Impact Credit Fund
A dual mandate of financial returns and positive impact through SDG aligned company bond issuances, driving a just transition to a sustainable economy.
WACI: 94.17 | SDG Intentionality Score: High
Vontobel Mtx Sustainable Emerging Leaders Fund
Identifying high quality, ESG leaders and avoiding companies with material sustainability risks within the emerging markets.
WACI: 85.49 | SDG Intentionality Score: Low
Vontobel TwentyFour Sustainable Short Term Bond Income Fund
Finding sustainable, high quality issuers across environmental, social and governance factors and engaging for improvements and improved ESG momentum.
WACI: 164.83 | SDG Intentionality Score: Medium
Wellington Management Global Impact Bond Fund
Investing for material improvement in life essentials, human empowerment, and the environment as well as financial returns across a broad range of bond issuances.
WACI: 56.01 | SDG Intentionality Score: High
The Fund Selector
Daniel Babington Portfolio Manager at TAM Asset Management
Daniel joined our investment team in 2020 and has since brought his passion for responsible investing into the TAM Sustainable World portfolios. In particular, his interests lie within the social aspects of sustainability with a keen focus on the future of food systems, wider nutrition and mental health. He has been the driving force of key improvements in these areas, which have seen the standards of billion pound strategies improve.
“I see it as a privilege to be the custodian of our clients’ assets. I firmly believe they have the right to have their voice heard, and it is my job to uphold the high environmental and social standards that our investors have. Both by doing good through investment choices and holding funds’ responsible in avoiding harm through continued engagement.”
We are pleased to partner with Clarity AI - the award-winning state-of-the-art sustainability assessment tool that aims to quantify ESG characteristics from negative exclusions to impact, using seven providers to peel back what each fund is investing in at a constituent stock level. This innovation arms us with our own raw data to make sure the funds in our industry are accurately presenting their sustainability credentials, and offers us a platform to engage with the funds in which we invest for our clients.
TAM is a proud member of the United Kingdom Sustainable Investment and Finance Association (UKSIF), who inform, influence and connect UK finance, policymakers and the public achieve a vision of a fair, inclusive and sustainable financial system that works for the benefit of society and the environment. Their annual Good Money Week campaign is the leading event promoting sustainability in retail finance.
We are pleased to collaborate with Carbon Footprint Ltd, the Quality Assurance Standard (QAS) approved provider of internationally recognised carbon footprint calculators and offset projects, dedicated to guiding organisations on their journey towards achieving Net Zero, offering a comprehensive six-step approach to seamlessly reduce emissions and pave the way for a sustainable future.
WE VALUE YOUR PRIVACY
By clicking on “Accept All Cookies” you agree to the storing of cookies on your device for these purposes. Accept All Cookies.