Our goal is to help investors achieve theirs. And in a world where environmental, social, and governance (ESG) factors can have an influence on markets, we think sustainable investing can help build better financial futures.
When it comes to sustainable investing, we believe in...
Sustainable Funds
Our sustainable funds seek to benefit financially by investing in companies/issuers that are on a path towards positive social and/or environmental 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.
A sustainable fund and a fund that uses ESG integration ( “ESG Integration”) are different. Sustainable funds apply sustainable criteria to the investment universe to identify investments for inclusion in such fund. However, ESG Integration is when a fund’s portfolio manager(s) may consider financially material, social and/or governance (ESG) characteristics alongside other factors There is not a uniform definition of sustainable investing 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. With respect to a fund that uses ESG Integration, financially material ESG characteristics are one of several factors that may be considered and as a result, the investment process may not work as intended. A Fund may perform differently from funds that do not integrate ESG into their analysis.