This is a marketing communication. Please refer to the prospectus of the UCITS and to the KID before making any final investment decisions.
BEYOND ESG
We frame our approach as “Beyond ESG” because ESG is an acronym that references environmental, social, and governance issues but does not include an “F” for financial returns. By putting financial returns at the centre of our model, we reflect the fullest sense of our fiduciary duty to manage investment risks.
Each of our investment teams has the autonomy to evaluate sustainability factors from multiple angles, varied by asset class, sub-asset class, regional focus, or individual mandates.
We harness a range and depth of investment expertise and insights across asset classes and supplement it with data, regulatory, training, and stewardship resources.
We offer a full range of investment solutions to suit diverse client needs and preferences for various sustainability factors.
While our strength lies in the autonomous investment processes of our individual investment teams, we deploy our global scale and resources to work together on universal sustainability issues to create value for our clients. Learn more about collaboration among our investment teams and within the industry.
Our key themes align with three of the United Nations Sustainable Development Goals and Targets for 2030: People, Planet, and Prosperity.
Human Capital is the knowledge, skills, and other characteristics embodied in people, communities, and countries — a critical ingredient in productivity and economic growth. As investors, we consider the opportunities afforded by diversity, equity and inclusion, health and safety, product safety and quality. We also consider how pandemic-related disruptions have had a dramatic effect on issues such as supply chain labour and access to healthcare.
We believe sustainability of Natural Capital — our resources and our climate — is vital to economies, markets, and therefore, our clients’ portfolios. Rising temperatures and sea levels, along with increased incidence of extreme weather events, pose a threat to the global economy. Biodiversity, public food supply, water scarcity, and surging demand for energy are just a few of the Natural Capital themes affecting investors today.
Financial Capital is the investment that companies need to grow and is considered to be the management of traditional investment risks, but in order to create long-term value, we believe that the risks to Human Capital and Natural Capital go hand in hand with Financial Capital. Data privacy and security, corporate governance, and business ethics are some of the Financial Capital themes affecting investors today.
Interested in sustainable investing? Browse this selection of products managed by our investment teams.
Seeks to identify investment opportunities where an impact return is achieved together with a financial return at market level.
The strategy seeks capital appreciation by investing in equity securities of companies that provide solutions for the mitigation and/or adaptation of climate change risk or which are in the process of making their business models more resilient to long-term risks presented by climate change and resource depletion.
The strategy seeks long-term capital growth through investing in the equity securities of companies that meet the managers’ ESG criteria, or that the managers believe are making substantial progress toward becoming a leader in sustainability and ESG policies.
This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. The views expressed are those of the investment manager and the comments, opinions and analyses are rendered as at publication date and may change without notice. Franklin Templeton has certain environmental, social and governance (ESG) goals or capabilities; however, not all strategies are managed to “ESG” oriented objectives. Integrating ESG considerations into the investment process is not a guarantee that better performance will be achieved. All investments involve risks, including possible loss of principal. Data from third party sources may have been used in the preparation of this material and Franklin Templeton has not independently verified, validated or audited such data. Franklin Templeton accepts no liability whatsoever for any loss arising from use of this information and reliance upon the comments, opinions and analyses in the material is at the sole discretion of the user.
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If you would like information on Franklin Templeton’s retail mutual funds, please visit www.franklinresources.com to be directed to your local Franklin Templeton website.
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INFORMATION RELATING TO PORTFOLIO HOLDINGS
Portfolio Holdings for Non-U.S. Funds/Non-U.S.Advisers - From time to time Franklin Templeton Resources Inc (FRI) and its subsidiaries, partnerships, joint ventures and related and affiliated business entities (“FTI”) may provide you with a partial listing of portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more non-US domiciled funds that are registered or passported with local regulatory authorities and are sponsored by FTI (each a “Fund” and together “Funds”) and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is subject to the following terms and conditions below and is herein referred to as “Holdings Information”. IF YOU ARE NOT AUTHORISED TO ACCESS HOLDINGS INFORMATION OR YOU DO NOT WANT TO BE BOUND BY THE TERMS OF THIS AGREEMENT YOU SHOULD NOT ACCEPT HOLDINGS INFORMATION.
FRANKLIN TEMPLETON INVESTMENTS TERMS AND CONDITIONS RELATING TO THE USE AND NON-DISCLOSURE OF PORTFOLIO HOLDINGS FOR NON-U.S. FUNDS/NON-U.S. ADVISERS
By clicking on “Accept” or otherwise accessing the Holdings Information, you are deemed to have read, understood, accepted and agreed to be bound by this Agreement.
You may find on this Website, a partial listing of all portfolio securities including but not limited to top contributors and detractors to portfolio performance owned by one or more Funds and any such additional information relating to the Fund(s) that may not otherwise be publicly disseminated. Such listing of portfolio securities and any other non-public information is herein referred to as “Holdings Information”.
You undertake to keep the Holdings Information strictly confidential, regardless of the Holdings Information form or whether the Holdings Information is marked or identified as proprietary or confidential. You also agree not to disclose or disseminate the Holdings Information to any third party and to treat the Holdings Information as nonpublic and proprietary, and you further acknowledge that the Holdings Information constitutes a valuable asset of FTI, the Funds and Fund shareholders. You recognize that adverse consequences may result for Fund shareholders if the Holdings Information is used for inappropriate trading purposes. In addition, FTI may reasonably request that you make available to FTI all research produced on the Funds.
You will not :
Purchase or sell any portfolio securities listed in the Holdings Information on the basis of any information contained in Holdings Information;
Trade against the Funds or knowingly engage in any trading practices that are adverse to FTI or the Funds on the basis of the Holdings Information; and
Trade in shares of any U.S. registered investment company sponsored by FTI that is substantially similar to the Fund.
You will use your best efforts to take all appropriate action and otherwise satisfy your obligations under this Agreement and to prevent the misuse of the Holdings Information. You will immediately notify FTI if you learn of any use of the Holdings Information by any employees, agents or clients that would otherwise violate this Agreement. You acknowledges that damages alone would not be an adequate remedy for any breach of the provisions of this Agreement and, accordingly, without prejudice to any and all other rights or remedies, you acknowledges that FTI or any Fund or F-T Fund to which the Holdings Information pertains shall be entitled to the remedies of injunction, specific performance and other equitable relief for any threatened or actual breach of the provisions of this Agreement.
You shall not be bound by the provisions of confidentiality contained in this Agreement if such Holdings Information i) is or becomes publicly known through no act or omission of the Financial Institution, its employees, agents or subcontractors; ii) is lawfully disclosed to you by a third party without restriction and without any obligation of confidentiality; iii) is required to be disclosed by any Governmental body, regulatory body (including without limitation any relevant securities exchange) or court of competent jurisdiction or otherwise pursuant to any statutory or regulatory obligation.
The Agreement shall remain in effect for so long as you access the Holdings Information from FTI. FT may terminate this Agreement upon 30 days prior notice to you or immediately if this Agreement conflicts with any laws, rules or relevant regulatory interpretations. Upon termination, you shall continue to take reasonable measures to prevent the disclosure or dissemination of the Holdings Information. You acknowledge that the Holdings Information may be utilized for damaging purposes, such as duplicating FTI’s proprietary investment and trading strategies, techniques and methodologies. As a result, your nondisclosure obligations and the prohibition on your dissemination of the Holdings Information to any third party shall survive this Agreement’s termination. To the extent of any conflict between this Agreement and any other agreement between you and FTI, then this Agreement shall be deemed to constitute an amendment to such other agreement.
Unless otherwise agreed in writing signed by both parties authorized representatives, you will not be paid for your receipt and maintenance of the confidentiality of the Holdings Information, or for your effort in providing any proposals, reports, analyses or bids, whether in response to Franklin’s request(s) for proposal or otherwise.
This Agreement may not be assigned by you, and you may not delegate its duties hereunder, without the prior written consent of FTI. All of the terms and provisions contained herein shall inure to the benefit of and shall be binding upon the parties hereto and their respective heirs, successors and assigns. Nothing contained in this Agreement shall be construed as creating any obligation or any expectation on the part of either party to enter into a business relationship with the other party, or an obligation to refrain from entering into a business relationship with any third party.
Nothing contained in this Agreement shall be construed as creating any obligation or expectation on the part of either party to enter into a business relationship with the other party, or an obligation to refrain from entering into a business relationship with any third party.
Nothing contained in this Agreement shall be construed as creating a joint venture, partnership or employment relationship between the parties, it being understood that the parties are independent contractors vis-à-vis one another. Except as specified herein, no party shall have the right, power or implied authority to create any obligation or duty, express or implied, on behalf of any other party hereto.
YOU SHALL INDEMNIFY AND HOLD ANY AND ALL FTI, ITS DIRECTORS, OFFICERS, EMPLOYEES AND AGENTS HARMLESS AGAINST ANY AND ALL COSTS, EXPENSES, LOSSES, LIABILITIES, OBLIGATIONS, DAMAGES, PENALTIES TO WHICH ANY SUCH PARTY MAY BECOME SUBJECT INCLUDING REASONABLE LEGAL AND OTHER SUCH PROFESSIONAL FEES INCURRED IN INVESTIGATING AND DEFENDING OR APPEALING PENDING OR THREATENNED CLAIMS, ACTIONS, SUITS, PROCEEDINGS, ARBITRATIONS, AMOUNTS PAID IN SETTLEMENT THEREOF (COLLECTIVELY “EXPENSES”) DIRECTLY OR INDIRECTLY ARISING OUT OF OR RELATING TO ANY BREACH OF THIS AGREEMENT SAVE WHERE SUCH EXPENSES RESULTED DIRECTLY FROM OUR GROSS NEGLIGENCE, FRAUD OR WILFUL MISCONDUCT.
