332. Investing in change: balancing profit with purpose

FundCalibre - Investing on the go

We discuss sustainable investing with two key figures from CCLA: James Corah, head of sustainability, and Charlotte Ryland, head of investments and manager of Elite Radar CCLA Better World Global Equity. They explain their unique approach, which balances achieving robust financial returns with driving significant societal change. We explore their engagement strategies with large corporations (including Amazon), including those not typically associated with sustainability, to push for improvements in areas like better labour standards and mental health. The discussion also touches on how innovation, particularly in technology and healthcare, plays a role in their investment decisions.

What’s covered in this episode:

• The investment philosophy at CCLA
• What sets the CCLA Better World Global Equity fund apart from its peers?
• The firms engagement with Amazon on labour standards
• Why investors need to understand companies aren’t perfect
• Sustainable investing beyond climate change
• Looking at underserved topics such as mental health
• How engagement is the driving force
• Why you need to accept the bad to drive improvements
• Opportunities in healthcare
• Is artificial intelligence a theme in the fund?
• How companies can use AI to expand their offerings
• Will mega-cap stocks continue to drive performance?
• Technology businesses beyond the Magnificent Seven
• A “good” portfolio driving change

More about the fund:

This fund’s benchmark-agnostic, responsible approach of investing in quality businesses, at attractive prices, has proven to be a very successful one since its launch in 2022, with the CCLA Better World Global Equity providing strong returns with lower volatility than its peers. This fund should be a strong consideration for anyone looking for a global fund with an ethical focus.

Learn more on fundcalibre.com
Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.