The problem
A global ETF provider needed an Article 9 fund that would appeal to a wide range of clients — not the expensive, concentrated active strategies that dominated the Article 9 landscape, and not the broad passive Paris Aligned benchmarks that were too blunt an instrument. They needed something systematic, cost-efficient, and genuinely sustainable.
The challenges
Building a robust Sustainable Investment Framework from scratch.
Designing an SDG-based investment pillar that could allocate capital across social and environmental objectives simultaneously.
Implementing constraints to target desired outcomes without creating unwanted capacity limitations.
What we built
A fully systematic, passively managed Article 9 strategy built around the UN SDG framework, investing in approximately 100 companies with products or services that tackle climate change, social inequality, and natural capital protection.
A Sustainable Pillar framework that promotes style diversification across sustainable themes.
Factor controls to ensure the portfolio stays within tight active exposure bounds while targeting financial return alongside impact.
The outcome
A strategy that sits in genuinely uncrowded territory, between expensive active and blunt passive, with full SFDR Article 9 classification, systematic implementation, and a construction methodology the client could explain clearly to their own distribution network.