“세계는 그 어느 때 보다도 빠른 속도로 진행되는 광범위한 변화를 겪고 있습니다. GS SUSTAIN은 탁월한 경영으로 지속가능한 성공을 이룰 기업들을 세계 곳곳에서 발굴하여 변화를 이해하고 이에 앞서가고자 합니다."
-Anthony Ling
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Introduction
Key Themes
Industry Sectors Part 1
Industry Sectors Part 2
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.