GS SUSTAIN

“The world is changing more rapidly and profoundly than ever before. GS SUSTAIN seeks to understand and get ahead of that change by identifying the best managed companies around the globe that will succeed on a sustainable basis."

-Anthony Ling 

Change is coming: A framework for climate change – a defining issue of the 21st century

An emerging investment theme
Population growth and economic development are resulting in increasing pressure on the environment and climate. We are approaching a tipping point at which the issue’s importance to business performance and investors will escalate. The equity market is only just beginning to reflect the magnitude of change that lies ahead.

Read the Research [PDF, 246 KB]

View the GS SUSTAIN interactive presentation

  GS SUSTAIN presentation

About GS SUSTAIN

GS SUSTAIN is a unique global equity strategy that brings together ESG (environmental, social and governance) criteria, broad industry analysis and return on capital to identify long-term investment opportunities.

Our analysis of mature industries includes sectors such as energy, consumer products and banks. In looking at companies within these sectors, we analyze the way they manage their social and corporate obligations, their return on capital, and their strategic positioning relative to sector competitors. The emerging industries we focus on include alternative energy technology and biotechnology. Here, we look for differentiated business models and positive exposure to fast-moving structural trends.

We believe the key drivers of the world economy – the shift of economic growth to the BRICs countries, a rapidly expanding global population, mass urbanization and the pace of development in emerging economies – will become increasingly pronounced, and will reward the world’s most forward-thinking companies.