Our Investment Approach

Client-Led, Solutions-Oriented Approach to ESG

We partner with our clients to find the ESG and sustainability solutions that help fit their needs and support their overall preferences on related topics and practices.

ESG In Investments

We integrate material ESG topics into our fundamental, bottom-up analysis of investments, engagement efforts, and voting practices—helping us pursue superior risk-adjusted returns while addressing our clients’ preferences.

Integration

Seeking Superior Risk-Adjusted Returns for our Clients

In pursuit of superior risk-adjusted returns, our ESG analysis aims to incorporate those risks and opportunities that can give us better insight into the investments we make. We believe it is critical to consider the most financially-material risks and opportunities to meet our clients' needs.

Our proprietary scoring framework is applied by investment teams, thus enabling comparability of assets across sectors, geographies, and teams.

ESG risks and opportunities are assessed across all asset classes, enabling the management of multi-strategy portfolios.

Stewardship

Partnering with our clients and investees to drive long-term value, together


We evaluate, and seek to address, financially material risks and opportunities, as well as understand our clients' unique preferences. We believe this approach supports us in our goal to achieve superior risk-adjusted returns.

OUR LATEST STEWARDSHIP REPORT


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We look to engage with issuers on topics where we believe we can influence the minimization of financial risk and where feasible identify opportunities across our portfolios. We recognize that this approach can contribute to positive environmental and social outcomes.

We partner with clients, investees and industry initiatives to encourage improved transparency and sustainable practices in pursuit of minimizing risks, maximizing returns for our clients. We have a general preference for engagement over exclusion which allows us to consider a fuller investment universe.

We record our stewardship activity to provide insight on our rationale, approach and next steps for engagements across a number of our investment teams. We value the importance of engagement quality over quantity, with a focus on monitoring progress towards objectives over time.

Our Engagement Activity

We believe that partnership and engagement, over exclusion, remain central to good stewardship, as it allows us to consider a fuller investment universe. Engagements are based on meaningful dialogue to improve disclosure or change behavior related to material ESG risk and opportunity. In 2022, we initiated or updated 760 engagements with 477 entities. Over 540 of these engagements were new. Engagements below were recorded by our public equities and public fixed income platform.
Engagement Interactions & Topic
Engagements Initiated
2022 Engagement: Current Status
Engagement Objective

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