ESG Integration

We evaluate environmental, social, and governance factors as part of our research process to help us assess the long-term sustainability and durability of equity strategies, corporate bonds, municipal debt and structured products in which we invest.

Our Philosophy

We believe that integrating ESG factors as part of our investment approach helps us to better manage risk and enhance returns. In-depth, fundamental analysis is at the core of what we do, and ESG analysis is embedded within our equity strategies, corporate bonds, municipal debt structured products. We consider an ESG factor to be material if it has the potential to impact the enterprise value of a company or credit quality of an issuer. Our view is that well-managed, durable businesses are more likely to manage resources efficiently, create value for shareholders and protect creditors over the long-term, in addition to maintaining access to the credit markets.

ESG: integrated within our bottom-up approach

Our team of approximately 50 equity and fixed income investment professionals are responsible for incorporating key ESG criteria into our investment analysis and decision-making process. Each of our investment teams employ a tailored approach that is best suited to their specific fund, while remaining consistent with our overall investment philosophy and process. We commit ourselves to the careful study of factors that could cause impairment of capital, understanding that if ESG risks are not adequately addressed and mitigated, they may lead us to pass on the investment.

Engagement with companies and issuers is also an important component of our bottom-up, research-driven investment approach. We communicate directly with companies and issuers to gain insight into strategy, competitive positioning and durability, as well as the risks and opportunities associated with an investment, which often include ESG considerations.

In addition to integrating ESG factors, we also offer the capability to customize investment solutions aligned to client-specific ESG goals or screening preferences.