”We look for companies with a long-standing focus on corporate governance. We hold them to high standards of governance and goals of operating in the best interests of investors, employees and society.”
—ROBERT W. LOVELACE,
PORTFOLIO MANAGER AND VICE CHAIRMAN
We incorporate environmental, social and governance (ESG) issues into our investment process in four key ways.
We engage with the stakeholders who may affect investment outcomes. We visit company managers, suppliers, regulators, customers and government officials to develop a holistic, long-term perspective.
Insights gained during face-to-face meetings are combined with in-house research. Together, they help us understand how ESG concerns may affect an investment.
As a firm with a long-term focus, we believe a company’s ESG profile can play a key role in our investment decisions.
We continue to engage with companies through ongoing meetings as well as voting on key issues through the proxy process.
Annual reports and ESG scores take you only so far.
Our investment professionals are on the road year-round, visiting companies and their suppliers to assess their business and impact on communities.
Corporate engagements a year.
Annual and general meetings a year where we vote as shareholders based on our assessment of key issues.
In-house governance associates worldwide.
Making a difference.
We believe ongoing engagement is the best way for shareholders to positively impact the companies they invest in. Our analysts identify investment opportunities that reflect a commitment to responsible behavior.
ESG as a reflection of management quality and strategic vision
Fifteen years ago, a European utility company had a vision: Leverage expertise operating offshore oil and gas installations to locate giant wind turbines on floating devices. The result was a reduction in cost, heightened scalability and a competitive advantage.
Vantil Charles Corporate credit analyst
Assuring data security for customers
Corporate investments in cybersecurity are critical, and we support those companies that continually search for the best ways to protect consumers.
Carlos Schonfeld Equity analyst
Download our brochure for more information about our philosophy and other case studies.
A signatory to the United Nations–sponsored Principles for Responsible Investment (PRI) since 2010. PRI is the largest voluntary global organization of asset owners and asset managers supporting responsible investment practices.
A member of the Sustainability Accounting Standards Board (SASB) and its Investor Advisory Group (IAG), which comprises leading asset owners and asset managers.
An investor-led organization, ICGN‘s mission is to promote effective standards of corporate governance and investor stewardship to advance efficient markets and sustainable economies worldwide.
This U.S.-based nonprofit association of pension funds, other employee benefit funds, endowments and foundations has combined assets of more than $3 trillion. The Council advocates effective corporate governance and strong shareholder rights.
An independent, nonprofit membership organization dedicated to working with investors, companies and regulators in the implementation of effective corporate governance practices throughout Asia.