A more sustainable economy, less resource depletion, with a side of growth

Clean water, energy efficiency are among NEI Environmental Leaders manager's favoured themes.

Jade Hemeon 18 October, 2018 | 5:00PM
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When it comes to assessing the exposure of NEI Environmental Leaders' portfolio to various industries, the fund's allocation to traditional stock market sectors such as industrials, technology or healthcare fails to provide a true blueprint.

A clearer picture emerges by viewing how holdings are divided among various companies offering solutions for resource optimization and sustainability in four crucial areas: energy, water, food/agriculture and waste management.

People will soon be demanding more resources to power the global economy than the planet can supply, says David Richardson, New York-based executive director of Impax Investment Management, the London-based subadvisor to the fund. In addition to the limited supply of resources essential to life, climate change and pollution are key challenges.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Accor SA ADR7.49 USD5.49
Aptiv PLC153.89 USD-0.20Rating
Assicurazioni Generali ADR10.83 USD-0.46
BAE Systems PLC ADR30.95 USD-0.86Rating
BorgWarner Inc44.55 USD0.60Rating
Danaher Corp305.51 USD-3.32Rating
Ecolab Inc215.45 USD-1.30Rating
Glanbia PLC ADR88.00 USD-2.82
ICICI Bank Ltd ADR19.25 USD-3.02
Lloyds Banking Group PLC ADR2.42 USD-2.41Rating
Sealed Air Corp56.39 USD-1.73
Siemens AG ADR83.54 USD-3.31Rating
Tate & Lyle PLC ADR37.15 USD-2.70
TE Connectivity Ltd143.53 USD-0.95Rating
Tesla Inc779.08 USD-1.55Rating
Trimble Inc84.73 USD-2.19
Xylem Inc131.95 USD-1.75Rating

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Jade Hemeon

Jade Hemeon  

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