The United Nations’ Sustainable Development Goals (SDGs) is a globally recognized framework that supports systems thinking. There are 17 goals and 169 targets within those goals. The SDGs are a shared blueprint for all sectors of society to use to end poverty, protect the planet and ensure prosperity for all. They help investors identify areas where capital is needed to address the world’s biggest problems. SDG contribution come out of our evidence-based fundamental impact thesis on holdings.
SDG contribution comes out of our evidence-based fundamental impact thesis on holdings. Having developed an investment thesis, we tie the thesis to the SDGs. If an investment product contributes to more than one SDG, we assign a primary SDG and non-primary SDGs, based on fundamental research and analysis around the significance of activities – such as different revenue streams in a public company or the portfolio investment decisions for a private fund. For primary SDGs we also determine the underlying SDG targets.
As the charts below show, for 2023:
- Holdings in Rally Funds were contributing to all SDGs, a key portfolio goal – although only slightly to SDG 4: Quality Education
- There are variations between Rally Funds in specific SDGs – for example, RGEIF contributed more to SDG 6: Clean Water and Sanitation and SDG 9: Industry, Innovation and Infrastructure, while RTIF contributed more to SDG 1: No Poverty and SDG 7: Affordable and Clean Energy – but most of these variations are small
RGEIF SDG Contribution 2023
In 2023 RGEIF contributed to all SDGs, a key portfolio goal.
Percentages are based on allocation of investments, not including cash.
RGEIF Primary and Non-Primary SDGs 2023
Holdings often have multifaceted impacts, contributing to several SDGs. Separating out the primary SDG contribution of a holding deepens our understanding of impact.
Percentages are based on allocation of investments, not including cash.
RGEIF Top 5 Primary SDG Targets 2023
| SDG Target | Number of Holdings |
|---|---|
| 12.5: By 2030, substantially reduce waste generation through prevention, reduction, recycling and reuse | 3 |
| 10.2: By 2030, empower and promote the social, economic and political inclusion of all, irrespective of age, sex, disability, race, ethnicity, origin, religion or economic or other status | 3 |
| 6.4: By 2030, substantially increase water-use efficiency across all sectors and ensure sustainable withdrawals and supply of freshwater to address water scarcity and substantially reduce the number of people suffering from water scarcity | 3 |
| 3.8: Achieve universal health coverage, including financial risk protection, access to quality essential health-care services and access to safe, effective, quality and affordable essential medicines and vaccines for all | 3 |
| 7.2: By 2030, increase substantially the share of renewable energy in the global energy mix | 3 |
Tables and charts in this section represent a snapshot of RGEIF investments as of December 31, 2023; investments may change over time. This document is for informational purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of securities. The information contained herein is in summary form for convenience of presentation. Read more important information about this report here.
RTIF SDG Contribution 2023
In 2023, RTIF contributed to all SDGs, a key portfolio goal.
Percentages are based on allocation of investments, not including cash.
RTIF Primary and Non-Primary SDGs, 2023
Holdings often have multifaceted impacts, contributing to several SDGs. Separating out the primary SDG contribution of a holding deepens our understanding of impact.
Percentages are based on allocation of investments, not including cash.
RTIF Top 5 Primary SDG Targets 2023
| Goal | Number of Holdings |
|---|---|
| 10.2: By 2030, empower and promote the social, economic and political inclusion of all, irrespective of age, sex, disability, race, ethnicity, origin, religion or economic or other status | 5 |
| 7.2: By 2030, increase substantially the share of renewable energy in the global energy mix | 4 |
| 12.5: By 2030, substantially reduce waste generation through prevention, reduction, recycling and reuse | 4 |
| 6.4: By 2030, substantially increase water-use efficiency across all sectors and ensure sustainable withdrawals and supply of freshwater to address water scarcity and substantially reduce the number of people suffering from water scarcity | 3 |
| 3.8: Achieve universal health coverage, including financial risk protection, access to quality essential health-care services and access to safe, effective, quality and affordable essential medicines and vaccines for all | 3 |
Tables and charts in this section represent a snapshot of RTIF investments as of December 31, 2023; investments may change over time. This document is for informational purposes only and is not intended as a recommendation or an offer or solicitation for the purchase or sale of securities. The information contained herein is in summary form for convenience of presentation. Read more important information about this report here.