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Stock impact report

Why this fund skipped the magnificent seven, but still seeks innovators [Wealth Professional (Canada)]

Intuitive Surgical, Inc. (ISRG) 
Last intuitive surgical, inc. earnings: 4/16 04:05 pm Check Earnings Report
The Franklin Martin Currie Improving Society Fund does not own any of the magnificent seven. The fund has a dual objective: generate real world change and deliver long-term investment returns. The magnificent seven — Amazon, Tesla, Microsoft, Meta, Nvidia, Alphabet, and Apple — could all be argued to meet both objectives. They have changed our world through technology and they have certainly delivered significant investment returns. Lauran Halpin explains, though, that none of those companies are close enough to their eventual impact to qualify for this fund. Halpin is head of impact equities at Martin Currie, a Franklin Templeton company. She explained the idea of an impact chain, meaning her fund looks for companies whose positive impacts on society are immediately measurable, rather than open to interpretation. She highlighted how her fund determines what a company's positive impact is and how they achieve that stated dual objective. She argued, too, for an understanding of impa Show less Read more
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