We believe these United Nations Sustainable Development Goals are useful to provide a starting point of discussion to determine your ESG values, with each goal being connected to a subsection of environmental, social, and governance investing.  

With ESG data and corporate practices becoming more common, more sophisticated research models are needed to identify differentiated opportunities and risks.

Our ESG investing strategies depend upon our dedication to active management through research capabilities, for which we leverage our global experience in both fundamental analysis and corporate engagement.

Our ESG analysis involves fundamental assessment matching an investor’s personal values to what we see as financially material securities most likely to positively impact the financial performance of the portfolio.

Engagement Highlights:

Proxy voting

Climate & energy