Linking Science with Systematic Investing
- The © DW Resource Efficiency Portfolio reflects secular growth sectors covering societal needs while saving resources
- This Portfolio is calculated daily since June 2013 (Bloomberg code DWREUTR Index)
Investing in the future, today ► Building a Resilient Society (PDF), Smart Cities (PDF)
The technology, demographic, climate shifts and finite resources profoundly impact our society and offer attractive investment options.
Greater resource competition
The theme «Resource Efficiency» stems from an unsustainable demand for natural resources, driven by the growing population (to 8.5 billion in 2030), urbanisation, digitization and demand for a higher life quality on the demand side, as well as by a limited and declining supply of resources on the supply side.
Superior market growth with positive impact on society
Presently, 2 billion people live without access to electricity or clean water. The combination of IT and industrial technology enable to increase the productivity up to tenfold, reduce pollution and to build smart cities and agriculture. The material and energy savings of 20% to 30% compared to 2015 levels, savings of 25 billion barrels of oil and 330 trillion liters of water can be gained by 2030 (Source: WRI, UNO).
The ecoefficient technologies markets grow over 8% -12% annually i.e. over four times above the expected annual global economic growth rates, and are set to reach the mark of over USD 7 Tr by 2025 (source: OECD, IEA, McKinsey).
Strategy & Execution
The strategy is based on a dynamic and equity index portfolio method that best addresses the rapidly changing landscape for ecoefficient technologies. This method consists of a systematic screening of listed firms worldwide that fulfil the eligibility criteria including technology involvement.
The DW Global Resource Efficiency Portfolio is a UCITS-V compliant global equity index portfolio of 30 listed holdings serving as the underlying instrument for investing in Tracker Certificates