Emerging Markets Blend Equities
Focus on the strategy
This strategy is built around a high‑quality Large and Mid Cap equity universe, combining a core ESG approach with a strong focus on long‑term value creation. Performance is driven by in‑depth fundamental analysis, the identification of companies with robust or improving ESG profiles, and targeted active engagement, including exposure to solution‑oriented businesses.
The strategy is managed with high conviction and low portfolio turnover, targeting a high level of active share (typically 75% to 90%). The portfolio is concentrated with carefully selected stocks, offering diversified economic exposure while maintaining a concentrated investment approach. Sustainability is fully embedded in the process, and the portfolio excludes fossil fuel companies, supporting its responsible investment positioning.
This strategy is available on our platform through a unique UCITS fund registered in the following countries: Austria, Denmark, France, Germany, Italy, Luxembourg, Netherlands, Spain, Sweden and Switzerland.
At a glance
Art. 8 - ESG Investment Product (under SFDR)
Emerging Markets Equities
The strategy applies a fundamental bottom-up process integrating financial and ESG analysis and seeks quality companies operating successfully in economic sectors with improving industry competitive dynamics
Unique exclusive strategy available in Europe through a UCITS Fund
“At Boston Common, sustainability research has been a critical input in our process for over 20 years. It is in our DNA, informing how we analyze companies and build conviction from day one. Each investment decision combines our rigorous fundamental research, proprietary ESG analysis, and proactive shareholder engagement.”
Liz Su, CFA, Lead Portfolio Manager at Boston Common Asset Management
Why invest in this strategy?
- This strategy invests in high-quality companies addressing global sustainability challenges and opportunities. It is a fossil-fuel-free portfolio.
- A high‑conviction, quality‑ and sustainability‑focused portfolio, managed with disciplined, alpha‑driven investment and a benchmark‑aware approach where country exposures result from bottom‑up stock selection.
- Emerging Markets are being reshaped by long‑term structural trends, where disciplined, insight‑driven investing, integrated sustainability analysis, and active ownership enable the capture of mispriced opportunities while supporting downside protection.
Meet with Boston Common: a chat with Liz Su, CFA
Liz Su, CFA, Lead Portfolio Manager at Boston Common Asset Management, and Martin Stolker, Product Strategist at ABN AMRO Investment Solutions, discuss Boston Common’s ESG approach and the key characteristics that differentiate its Emerging Markets fund.
Please refer to the information on the countries of registration provided above.
Boston Common Asset Management
Boston Common Asset Management is an active equity manager based in Boston, founded in 2003 by Geeta Aiyer, a recognized leader in the ESG and socially responsible investment community since 1994. BCAM applies rigorous risk analysis and sustainability-informed research to identify durable companies positioned to navigate changing global market conditions. The firm offers strategies and customizable solutions designed to serve a diverse range of client mandates.
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