ESG Analytics Targeted to Each Client’s Unique Objectives
``It’s about understanding what you own, and using that knowledge to manage risk and create value”
Senior Managing Director, Investments
Our ESG Principles
Start With Transparency:
Regardless of the priority an institution may place on ESG, fully understanding the nature of investment holdings is a fundamental element of risk management for all institutional stakeholders
Measure from the Bottom-Up:
While assessment of managers and funds is important, effective ESG investing prioritizes analysis of the underlying portfolio companies – where the real-world impact occurs
Conduct Independent Analysis:
Aligning the investment portfolio with client values cannot be achieved with “one-size-fits-all” ESG products or approaches – it takes client-specific analysis and decision-making
Data Quality is Paramount:
The value of analysis is driven by the quality and objectivity of the data
ESG Analysis is Continuous:
Investing institutions and portfolio companies all evolve, so ESG analysis must be equally dynamic and continuous
Start With Transparency:
Regardless of the priority an institution may place on ESG, fully understanding the nature of investment holdings is a fundamental element of risk management for all institutional stakeholders
Measure from the Bottom-Up:
While assessment of managers and funds is important, effective ESG investing prioritizes analysis of the underlying portfolio companies – where the real-world impact occurs
Conduct Independent Analysis:
Aligning the investment portfolio with client values cannot be achieved with “one-size-fits-all” ESG products or approaches – it takes client-specific analysis and decision-making
Data Quality is Paramount:
The value of analysis is driven by the quality and objectivity of the data
ESG Analysis is Continuous:
Investing institutions and portfolio companies all evolve, so ESG analysis must be equally dynamic and continuous
Our Approach:
Our Approach:
