Sustainable and Impact Product Solutions

from American Century Investments


We are focused on delivering Environmental, Social and Governance (ESG) solutions that meet our clients’ evolving needs. Sustainability: It’s in our Genes….and our portfolios.




Our Current Offerings Extend Across a Broad Range of ESG Approaches*


 
Exclusionary/ Negative Screening

ESG Integration

Positive/Best-in-Class ESG Tilt

Thematic Investing

Impact Investing
CORPORATE
Ownership Structure        
INVESTMENT DISCIPLINE
Global Growth Equity
Global Value Equity    
Global Fixed Income      
Disciplined Equity      
Multi-Asset Strategies      
Avantis Investors®        
ETFs  

We partner with Institutional clients to develop tailored solutions – across all investment capabilities – that achieve their financial and ESG objectives.

Products may not be available in all regions or to all investors. Please contact us for more details.


While more than 80% of our AUM incorporates ESG considerations, the following solutions’ goals tie directly to sustainable and impact objectives.**

Current ESG Strategy Offerings

Emerging Markets Sustainable Impact

Seeking to achieve positive social and environmental impact by investing in companies primarily in emerging markets, and who contribute to one or more of the United Nations Sustainable Development Goals (SDG). 

Health Care Impact

Invests in innovative health care companies positioned for sustainably high growth seeking to create a positive impact on society. 

U.S. Sustainable Large Cap Core

Seeks to deliver long-term financial results by investing in large cap companies while integrating material ESG factors into the investment process. 


**As of 06/30/2021, more than 80% of American Century’s AUM are subject to the incorporation of ESG factors into the investment process employed by each strategy’s portfolio managers. When portfolio managers incorporate Environmental, Social and Governance (ESG) factors into an investment strategy, they consider those issues in conjunction with traditional financial analysis. When selecting investments, portfolio managers incorporate ESG factors into the portfolio’s existing asset class, time horizon, and objectives. Therefore, ESG factors may limit the investment opportunities available, and the portfolio may perform differently than those that do not incorporate ESG factors. Portfolio managers have ultimate discretion in how ESG issues may impact a portfolio’s holdings, and depending on their analysis, investment decisions may not be affected by ESG factors.

This material has been prepared for educational purposes only. It is not intended to provide, and should not be relied upon for, investment, accounting, legal or tax advice.

Diversification does not assure a profit nor does it protect against loss of principal.

*

The vast majority of American Century's investment strategies are subject to the incorporation of ESG factors into the investment process employed by each strategy's portfolio managers. When portfolio managers incorporate Environmental, Social and Governance (ESG) factors into an investment strategy, they consider those issues in conjunction with traditional financial analysis. When selecting investments, portfolio managers incorporate ESG factors into the portfolio's existing asset class, time horizon, and objectives. Therefore, ESG factors may limit the investment opportunities available, and the portfolio may perform differently than those that do not incorporate ESG factors. Portfolio managers have ultimate discretion in how ESG issues may impact a portfolio's holdings, and depending on their analysis, investment decisions may not be affected by ESG factors.

ESG Definitions:

  • ESG Integrated: An investment strategy that integrates Environmental, Social and Governance ("ESG") factors aims to make investment decisions through the analysis of ESG factors alongside other financial variables in an effort to deliver superior, long-term, risk-adjusted returns. The degree to which ESG integration impacts a portfolio's holdings may vary based on the portfolio manager's materiality assessment. Therefore, ESG factors may limit the investment opportunities available, and the portfolio may perform differently than those that do not incorporate ESG factors. Portfolio managers have ultimate discretion in how ESG issues may impact a portfolio's holdings, and depending on their analysis, investment decisions may not be affected by ESG factors.
  • ESG Focused: An investment strategy that focuses on Environmental, Social and Governance factors ("ESG") seeks to invest, under normal market conditions, in securities that meet certain ESG criteria or standards in an effort to promote sustainable characteristics, in addition to seeking superior, long-term, risk-adjusted returns. This investment focus may limit the investment opportunities available to a portfolio. Therefore, the portfolio may underperform or perform differently than other portfolios that do not have an ESG investment focus. ESG-focused investment strategies include but are not limited to impact, best-in-class, positive screening, exclusionary, and thematic approaches.