Our Sustainable Investing strategy focuses on themes that deliver desired investment outcomes and align with your personal values. By combining environmental, social, and governance (ESG) analysis with our traditional financial due diligence process, we are able to identify best in class opportunities, create a broader perspective on long term earnings viability, and help foster a healthier and just world.
Investible themes include:
- Environmental Stewardship
- Product safety
- Strong labor practices
- Health and well-being
- Social equality
- Economic and community development
- Strong governance
Our approach adds an additional layer to our fundamental analysis:
- Proprietary in-house ESG research process
- Pursuit of positive impact; not just negative screening
- Active management to avoid increased ESG risk
- Consistent evaluation to account for evolving environmental and social risk factors
- Active shareholder engagement to collaborate with companies on strategy, financials, and ESG factors