While some sustainable investment strategies emphasize what not to invest in, we take a positive approach—proactively seeking out large- and mid-cap companies that align with our clients’ values and sustainable investing goals. We monitor the companies we invest in and reassess our investment in cases of a major ESG-related event or change in direction.
We structure portfolios around broad sustainability themes with the greatest potential for sustainable growth into the future. We focus on high-quality growth companies, performing both thematic and bottom-up analyses, paying careful attention to ESG factors that are often not captured on balance sheets.
We emphasize long-term holding periods for a select portfolio of stocks. This is not only more tax-efficient, but also enhances our ability to influence corporate ESG strategies through our shareholder engagement activities.