Environmental, Social, and Governance


Environmental, Social, and Governance (ESG) Investing refers to an investment approach that augments traditional financial analysis with the consideration of non-financial factors related to environmental sustainability, societal impact, and corporate governance. We believe that companies that engage stakeholders around Environmental, Social and Governance (ESG) best practices are better managers of risk, make a positive impact on their communities, and generate superior long-term reward for investors.

Our discovery, selection, and monitoring of a security includes the assessment of Environmental, Social and Governance (ESG) risk factors. We believe that viewing a company through an ESG lens increases our understanding of the investment opportunity and the set of risks that are not as easily identified through traditional fundamental analysis. Further, assessing the ESG risk exposures that may be present within an aggregate portfolio of stocks and/or bonds provides an opportunity to mitigate event risk associated with key issue pillars that are difficult to illuminate with common portfolio measurement tools.

While closely related, ESG Investing and Values-Based Investing are two distinct disciplines. ESG Investing comprises identifying and evaluating long-term opportunities and risk factors presented by a company’s interactions with society and the environment, as well as a company’s practices governing those interactions. Values-Based Investing involves incorporating an individual investor’s unique value system into an investment strategy. In working with our families, we can incorporate Values-Based considerations into investment portfolios as part of the Investment Policy Statement (IPS) process.

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