Sustainable bond funds are now available for purchase on Alliance Bernstein's website.
The asset manager has launched a new fund, the Sustainable Income Portfolio, focused on sustainable investment strategies aligned with the United Nations' Sustainable Development Goals (SDGs). This fund provides investors access to a diverse range of opportunities in key sustainability themes such as climate, health, empowerment, and institutions.
Tiffanie Wong, Co-Portfolio Manager of the Sustainable Income Portfolio, comments on the strategy's potential to thematically benefit from societal and economic trends. She sees an opportunity for investors to future-proof their investments.
The fund invests in 125 to 250 issuers from developed and emerging markets in the global corporate and government bond markets, as well as in securitized bonds. The focus of the fund is on positive social and environmental outcomes.
The Sustainable Income Portfolio strategy is designed to potentially future-proof investments for investors. It aims to benefit thematically from major societal and economic trends in the future. Wong highlights the thematic benefits of the strategy for investors.
The fund's management invests in issuers that contribute positively to the achievement of the SDGs. For instance, it targets ending poverty and reducing inequalities by investing in companies contributing to social inclusion and economic empowerment of vulnerable groups. It also supports environmental protection and climate action, investing in companies that promote sustainable natural resource management and resilience to climate-related shocks.
The strategy is positioned to potentially provide thematic benefits to investors from future societal and economic trends. It focuses on fast-growing sectors within the global bond markets, including green and social bonds, as well as sustainability-linked bonds.
The Sustainable Income Portfolio strategy is expected to offer thematic benefits to investors from future societal and economic trends. It has been classified as an Article 9 product under the EU regulation on the disclosure of sustainable financial products.
In recent impact investing efforts, such as the Rockefeller Foundation’s Zero Gap Fund, catalytic capital targets innovative, scalable solutions addressing climate change, poverty, and social inequities aligned with the SDGs, reflecting a growing emphasis on private capital mobilization to these sectors.
Overall, these sustainable bond portfolios seek to combine income generation with investments in sectors and companies whose activities advance the SDGs across economic, social, and environmental dimensions.
Investors looking for a future-proof investment opportunity that aligns with their values and contributes to a sustainable future should consider the Sustainable Income Portfolio.
[1] Internal Sustainability Assessment Framework [3] Rockefeller Foundation’s Zero Gap Fund [4] Private Capital Mobilization to SDGs Sectors [5] Combining Income Generation with SDG Advancement
- Tiffanie Wong, Co-Portfolio Manager of the Sustainable Income Portfolio, believes the strategy offers a future-proof investment opportunity due to its thematic alignment with major societal and economic trends, aiming to benefit from growth sectors within the global bond markets like green, social, and sustainability-linked bonds.
- The Sustainable Income Portfolio positions itself as a vehicle for investors who wish to align their investments with their values and a sustainable future, as it focuses on positive social and environmental outcomes and has been classified as an Article 9 product under the EU regulation on sustainable financial products.
