Our goal is to help investors achieve theirs. And in a world where environmental, social, and governance (ESG) factors have a growing influence on markets, we think sustainable investing can help build better financial futures.
When it comes to sustainable investing, we believe in...
To us, sustainable investing is about one thing—investing.
Our sustainable funds seek to benefit financially by investing in companies or issuers that are on a path towards positive social and/or environment change.
We measure results by comparing our sustainable funds to major market indices, not ESG-specific ones.
Our world-class sub-advisers are recognized industry leaders for their commitment to ESG research.
*PRI provides each of its 5,090 signatories (as of 7/22) with an annual process report that provides feedback on their self-reported responsible investing activities. Answers are compared to the median and scored within one of six performance bands (from E to A+). For more information, please visit www.unpir.org.
A sustainable fund and a fund that uses ESG integration are different. A sustainable fund has a sustainability focus while ESG integration is a component of a fund’s research process. There is not a uniform definition of sustainable or ESG integration. With respect to a sustainable fund, using a sustainable investing approach may result in foregoing certain investments and may result in different performance results as compared to funds that do not have similar focuses. The sub-adviser’s analysis, including any evaluation of ESG characteristics, may not achieve the intended results or enhance Fund performance. With respect to a fund that uses ESG integration, ESG characteristics are not the only factors considered and as a result, the companies (or issuers) in which a Fund invests may not be companies (or issuers) with favorable ESG characteristics or high ESG ratings.