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The Cadmos Engagement Fund family of funds – A winning strategy combining superior performance, risk management and social impact

Since 2006, Cadmos has succeeded in delivering strong risk-adjusted financial performance combined with tangible impacts. As the first Cadmos fund we launched 14 years ago, the Cadmos European Engagement Fund (B) is up +10.4% on 31 December 2020 and beats its benchmark index by +16.7%. The Cadmos Swiss Engagement Fund (B) is up +12.2% and outperforms its benchmark index by +5.6%. The Cadmos Peace Investment Fund, a global equity fund that invests in the strongest international companies, rose by 9.10% year-to-date, 2.4% above the MSCI World AC NR Index. These three funds and the underlying “Buy & Care®” strategy also outperformed their respective benchmarks since inception by even greater margins.

The “Buy & Care®” strategy has also been designed to generate tangible positive societal impacts. We are convinced that long-term asset management must integrate a third dimension into traditional performance and risk models: that of impact.
As early as 2006, we identified that, in the case of listed equities, engagement would be the most powerful means to encourage intentional and additional impact. By engaging directly with our companies, we systematically encourage the strategic integration of key sustainability themes and strive to generate tangible social impacts linked to the Sustainable Development Goals (SDGs). In 2020, the portfolio managers of the Cadmos European Engagement Fund, together with our team of ESG and impact specialists, had an engagement meeting with 44 companies, representing 100% of the companies we have owned over the last three years. 25 firms, representing 93% of the current portfolio, have implemented our recommendations at least once in the last 5 years.

Since 2006 and for all Cadmos engagement funds, we have held more than 600 engagement meetings with the aim of making companies more transparent and proactive on ESG issues. These meetings with management teams allow us to broaden our understanding of the companies we invest in and to approach them from another perspective than a purely financial one, while generating tangible progress.

The year 2020 has clearly established the legitimacy of sustainable finance. The pandemic has had a positive side effect by triggering a new attitude among investors. We are convinced that this awareness of governments, businesses, consumers and investors is not a fad. It will increase significantly and we have been preparing for it for more than 15 years.