- To generate competitive financial returns over the long term and have a positive and measureable impact on society
- To identify high-quality companies considered best-in-class in both ESG practices and financial fundamentals
We believe financial fundamentals and ESG performance as equally important investment criteria. Companies should exhibit high quality and growth characteristics, at an attractive valuation. At the same time, they should demonstrate a clear commitment to maintaining and improving their ESG performance.
Allianz Global Investors U.S. LLC
At Allianz Global Investors, active is the most important word in our vocabulary. Active is how we create and share value with clients. We believe in solving, not selling, and in adding value beyond pure economic gain. We invest for the long term, employing our innovative investment expertise and global resources. Our goal is to ensure a superior experience for our clients, wherever they are based and whatever their investment needs.
Learn more about Allianz Global Investors U.S. LLC
Director of Research and Portfolio Manager, Thematic Equities
Industry start date: 1987
Start date as fund Portfolio Manager:
Gunnar Miller is Global Director of Research, and has served as Global Head of Equity Research, Head of Equity Research Europe, and Sector Team Head/Research Analyst for European Technology at Allianz Global Investors. In his role as Director of Research, Mr. Miller has been instrumental in integrating the analysis of environmental, social, and governance factors across the investment platform. He also co-manages the Allianz Thematica fund.
Prior to joining Allianz Global Investors in 2003, Mr. Miller spent one year as an analyst covering European semiconductors in Frankfurt and four years in New York covering U.S. semiconductor equipment for Goldman Sachs. Prior to that, he spent eight years as an analyst covering U.S. semiconductor equipment and electronics distribution at Paine Webber and Kidder Peabody, and three years as a financial analyst. He was ranked number one in the annual U.S. Institutional Investor poll from 1996 through 2001 after placing second in 1995, and top four in the annual Greenwich Associates buy-side poll from 1994 through 2001.
Mr. Miller served as a member of the board of directors of the DVFA Society of Investment Professionals in Germany; chairman of the Corporate Reporting Users’ Forum (CRUF) Germany; as a board member of XBRL International Inc. (XII); and on the Accounting Council of the UK Financial Reporting Council (FRC). He graduated Phi Beta Kappa with a B.A. (magna cum laude) in economics from Lehigh University. He began his career in the investment industry in 1987.
Robbie Miles, CFA
Vice President, Portfolio Manager, Thematic Equities
Industry start date: 2010
Start date as fund Portfolio Manager:
Robbie Miles is a co-lead portfolio manager and a vice president with Allianz Global Investors. He co-manages the food security strategy and is a member of the Global Thematic team where he researches and develops investment themes globally, with a specific focus on themes aligned to SDGs and other societal goals. Earlier in his career at the firm, Mr. Miles was an ESG analyst for six years in San Francisco and London. Prior to joining Allianz Global Investors in 2014, he qualified as a Chartered Accountant with PwC.
Mr. Miles earned a B.A. in environment & business from the University of Leeds. He is a Chartered Financial Analyst® (CFA®) Charterholder. He began his career in the investment industry in 2010.
Market Volatility: Local, regional, or global events such as war, acts of terrorism, the speed of infectious illness or other public health issues, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the portfolio's assets as intended.
Issuer Risk: The portfolio will be affected by factors specific to the issuers of securities and other instruments in which the portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers.
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk.
Foreign Investing: Investing in foreign securities subjects the portfolio to additional risks such as increased volatility, currency fluctuations, less liquidity, and political, regulatory, economic, and market risk.
Sustainable Investing: Because the portfolio focuses on investments in companies that the Manager believes exhibit strong environmental, social, and corporate governance records, the portfolio's universe of investments may be smaller than that of other portfolios and broad equity benchmark indices.