ESG and Investment Stewardship

Genuine ESG integration



Environmental, Social, and Governance (ESG) issues are increasingly important to the long-term financial success of a company.  As skilled, experienced, and active investment managers we believe it is our duty to our clients to evaluate and integrate material ESG factors into the overall investment process. We believe doing so can contribute to better investment outcomes. 

Genuine ESG Integration means our investment teams:

Invest

in extensive in-house ESG resources, training and education
 

Integrate

ESG across strategies within an overarching research framework
 

Incorporate

ESG considerations consistent with each portfolio’s distinct philosophy
 


Exercise

active ownership responsibilities

 

Develop

custom solutions that meet each client’s ESG objectives
 

Strive

to achieve 100% integration





Focused on delivering ESG solutions that meet our clients' evolving needs



Institutional Investors

Explore our ESG Process and Policy in more detail.

This information is for educational purposes only and is not intended as investment advice.

Diversification does not assure a profit nor does it protect against loss of principal.

A strategy or emphasis on environmental, social and governance factors ("ESG") may limit the investment opportunities available to a portfolio. Therefore, the portfolio may underperform or perform differently than other portfolios that do not have an ESG investment focus. A portfolio's ESG investment focus may also result in the portfolio investing in securities or industry sectors that perform differently or maintain a different risk profile than the market generally or compared to underlying holdings that are not screened for ESG standards.