Sustainable investing is smart investing.
Investors all over the world are realizing how the intersection of financial, social and environmental ideas can lead to better investment results. In the past, many investors believed that they needed to make a tradeoff between returns and values, but over many years we have found that our sustainable research has contributed positively to returns.
A thoughtful sustainable investment strategy can go beyond financial results, and help investors achieve a broader set of goals through their investment decisions. We have decades of experience working with clients to develop strategies that reflect their values, and help them deploy their capital in a manner that positively impacts society.
From our wide variety of equity and fixed income managed portfolios, to our work with nonprofits and families to develop bespoke long-term investment plans, we have the experience and capabilities to help clients pursue the specific sustainable investment goals that are most important to them.
Our roster of sustainable investment strategies continues to grow as we develop solutions for clients across various asset classes. The end of 2019 marks the 10-year anniversary of our Large-Cap Sustainable Growth (LCSG) strategy and it has been one of our firm’s best-performing strategies relative to its benchmark and category peers since its inception. Other equity strategies embrace sustainable research as a key driver of their investment processes. This includes our Global Leaders strategy, which recently launched a Global Leaders Sustainable UCITS Fund that delivers exclusions, above and beyond the existing ESG integration in the Global Leaders strategy. In addition, we also provide specifically desired outcomes to clients in an efficient structure. These include a number of Active ESG strategies. Finally, our sustainable fixed income strategies—Sustainable Core and Tax-Exempt Sustainable—have rapidly gained traction with clients and performed well.
We also provide a comprehensive solution for families, nonprofits and other clients with balanced portfolios, including an in-depth process for specifying priorities and developing investment policies, as well as sustainable asset allocation models and a robust platform of third-party managers. For a discussion on how we have helped nonprofits build mission-aligned investment programs, read our article The Other 95%.