investment STRATEGIES

global sustainable investing

 


Objectives

Global Sustainable Investing for equities

Global Sustainable Investing for equities

  • Generate returns in excess of the MSCI ACWI (All Country World Index)

  • Provide a diversified global equity strategy with exposure to U.S. large-cap, U.S. small-cap, developed and emerging markets

  • Consider environmental, social and governance factors alongside traditional financial analysis

Process

  • Overlay a screening tool to narrow the investment universe to a subset of companies that score well on environmental, social and governance (ESG) factors relative to peers

  • Evaluating the companies with attractive ESG characteristics, analysts take a relative value approach to identify stocks and bonds that are attractively ranked by our proprietary, multifactor valuation model

  • Sector managers only purchase companies that are believed to be strategically positioned to outperform their sector peers

  • Investment process applies to both equity and fixed-income securities

Characteristics

  • Composition: 90 percent individual securities

  • Positions: 50-to-70 stocks, 20-to-30 bonds

  • Turnover: 40 to 60 percent

  • Benchmark: MSCI ACWI for equities, Bloomberg Barclays Capital Aggregate for fixed income

  • Tobacco, coal and civilian firearms manufacturers excluded

Team
Peter Jones, CFA
Jason Norris, CFA
Tara Kinateder

 

Updated annually. Data as of January 1, 2019.