We screen publicly traded securities using a combination of financial criteria and environmental, social and governance (ESG) factors, based on independent research and ratings, to make investments in line with your priorities and your risk-return profile.
Integrating ESG into the investment process
ESG is more than a filter applied at the end of the investment process. Positive screening enables you to actively integrate ESG factors into investment decision-making.
Investments can be screened based on the strength of different factors relative to their industry peers. This enables us to work with you to identify opportunities that can have a positive impact on ESG issues while supporting your overall investment strategy.
ESG investing: our key approaches
The following four types of investing represent the main ways in which we integrate ESG factors into investment decisions. We work continuously to develop and enhance our ESG capabilities, so please get in touch for the latest information on how we can help you to achieve your individual goals.
- Exclusionary screening: Avoiding investing in companies or sectors that do not align with your values or that do not meet other norms or standards.
- Positive Screening: Actively seeking out companies deemed well-performing on certain ESG measures.
- Thematic: Focusing on investments according to your interest in specific ESG themes such as clean energy, water, education or healthcare.
- Impact investing: Investing in companies or funds with the intention of generating positive, measurable social and/or environmental impact alongside a financial return.
Your preferred ESG philosophy and approach can be applied using a diverse range of solutions, from ESG-minded portfolios and funds to bespoke investment opportunities.