U.S. Sustainable Large Cap Core

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Summary

TARGET

Tracking Error 2% - 4% over a standard market cycle
Excess Return 1.5% - 2% over a standard market cycle

INVESTMENT TEAM

Justin Brown, CFA

Joe Reiland, CFA

Rob Bove, CPA

3 Investment Analysts

1 Client Portfolio Manager

 

The U.S. Sustainable Large Cap Core strategy seeks to deliver long-term financial results while integrating material environmental, social and governance (ESG) factors into the investment process.

We believe:

  • Companies with both improving business fundamentals and risk management1 of material ESG issues will outperform over time
  • ESG analysis complements traditional financial analysis resulting in a more comprehensive understanding of risk
  • ESG integration rather than exclusionary screening leads to better diversification and a more robust opportunity set

1 Risk management does not imply low risk.

Availability

Investment capabilities are available to institutional clients through separate accounts, sub-advised portfolios and commingled vehicles. Please contact us for availability in your region.

Performance

*Annualized

Data reflects past performance. Past performance does not guarantee future results. The value of investments may fluctuate. Data assumes reinvestment of dividends and capital gains.

Sources: Standard & Poor's, FactSet

Portfolio managers are not licensed by the Hong Kong Securities and Futures Commission to perform any regulated function in or from Hong Kong. Furthermore, none of the portfolio managers are located in or operate in or from Hong Kong.

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