Single Manager Solutions:
Longevity & Social Change
Secular tailwinds presenting compelling investment opportunities
The Pacific Longevity and Social Change Fund utilises an unconstrained multi cap approach, investing thematically in the Longevity economy, driven by fundamental stock selection across developed and emerging markets.
The Fund identifies companies with above-average growth prospects, focusing on secular multi-year Longevity and Social Change themes with proven commercial viability, with the S in ‘ESG’ at its core. As an Article 8 fund the portfolio team are committed to promoting ESG characteristics.
ESG Integration
As an Article 8 fund the portfolio team are committed to promoting ESG characteristics. Championing companies with quality management and good governance, which promote longer living and positive changes for society. They utilise top-down ESG scoring, exclusion and filtering whilst using proprietary bottom-up research, voting and engagement.
ESG INTEGRATION
The fund champions companies with quality management and good governance, which promote longer living and positive changes for society now and in the future
Using top-down, industry leading ESG scoring from TruValue Labs to filter investable universe and assess ESG characteristics of all holdings
The fund does not invest in businesses involved in activities contrary to the development of a sustainable economy ie Fossil fuels, Iron & Steel production and armament
LONGEVITY AND DEMOGRAPHIC CHANGE A KEY ISSUE FACING SOCIETY TODAY
Global populations are ageing as life expectancies rise and fertility rates fall, this global transition is happening much faster than people think. Companies, governments and individuals must adapt to the evolving needs and preferences of this rapidly expanding pool of consumers.
Economically, ageing is usually perceived as overwhelmingly negative, however a positive focus on healthy, ‘whole of life’ wellbeing and the 65+ cohort accounting for most of the wealth in many nations has resulted in compelling long-term opportunities for multiple market sectors.
The Pacific Longevity and Social Change Fund seeks to capitalise on these structural growth trends and shifting demographics by identifying themes, sub-themes and companies which are already investable, with proven commercial viability who are set to benefit from this secular long-term investment opportunity.
Selecting themes with proven commercial viability
EDUCATION & WELLBEING
- Life-long learning
- Modifying unhealthy behaviours with more active and healthier lifestyles
- Preventing disease through vaccinations digital diagnostics, screening and monitoring
LONGEVITY CONSUMER
- Growing population with high spending capacity
- Focuses on multiple sectors such as; leisure activities, travel, beauty, financial planning and companionship
HEALTHCARE
- Treatment of age-related chronic disease: i.e. heart attack/stroke, cancer, diabetes, dementia, arthritis
- Regenerative medicine and replacement of body parts due to wear and tear
LATER-LIVING
- Improve supply of doctors and nurses plus care facilities
- Growing need for health insurance and funeral
planning services
Hear from the team
What is the importance of active management when it comes to interpreting data?
With life expectancy evolving to over 100 years, what trends are we witnessing in terms of longevity?
Matt Linsey, managing partner & portfolio manager
What is the importance of the ‘S’ in ESG in the Longevity and Social Change Strategy?
What makes the Longevity and Social Change strategy different to other thematic funds?
Kamil Dimmich, partner & portfolio manager
Matt Linsey, managing partner & portfolio manager
Kamil Dimmich, partner & portfolio manager
Why Invest?
Fully ESG integrated Article 8 strategy elevating the S in ‘ESG’
Championing companies with quality management and good governance, which promote longer living and positive changes for society
Proactive voting, engagement & equality framework driven by bottom-up stock selection
100% more female executive representation in invested companies compared with the Fortune 100 list of companies*
*www.20-first.com
Focusing on Longevity & Social change secular multi-year themes with proven commercial viability
Portfolio team
Christian Cole
Co-Portfolio Manager
Aurimas Martinkevicius
Research Analyst
Julia Varesko
Co-Portfolio Manager
James Pavey, CFA
Equity Research Analyst
Lucian de Bonville
Investment Analyst
DOCUMENTS
See below for the latest Longevity and Social Change documents:
find out more:
Contact us
Speak to a member of the client team to find out more:
