Cadwell & Schultz to launch Impact investment Fund

Top Quote Cadwell & Schultz will launch the fund in the first quarter of 2017 giving its investors the chance to incorporate both social and financial goals. End Quote
  • (1888PressRelease) August 10, 2016 - The funds main principles are to invest in perceptible social and environmental outcomes while continually aiming to accomplish competitive financial returns for investors.

    Cadwell & Schultz are launching the Fund during a time when there is a growing demand for sustainable and impact investing strategies from its clients and investors in general. The Global Sustainable Investment Alliance (GSIA), point out that sustainable investment assets grew significantly between 2012 and 2014, stating that there was a 61% growth.

    The Fund
    The Fund will be based around a portfolio of equity securities of companies focusing around ambitious returns on investment and collective societal impact outcomes, as established by Cadwell & Schultz, in conjunction with its benchmark. The Fund will be administered by Cadwell & Schultz's sustainable and impact investing team, which brings together over 60 years' experience of building highly individualized equity portfolios. The Fund, will utilize a finely tuned research process that will score around 3,000 companies on a daily basis. The core areas of interest will be: health, the environment, and corporate citizenship. The team will exclude any companies or industries that do not fit the environmental profile required to be included in the fund, these would include weapons manufacturers and companies that produce alcohol or tobacco.

    "Bringing impact investing to the fore will show investors that Cadwell & Schultz are continuing to break new ground, bringing together a fund that will combine innovative investment strategies with targeted investments aimed at solving social or environmental issues" said Managing Partner Brian Probert.

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