About Us
Our History, Philosophy, and Values
We believe that traditional investing strategies are shifting to integrate material environmental, social, and governance (ESG) criteria which influence a company's financial performance for the long-term. The growth of sustainability is shaping the way businesses operate and thus impacting the way we invest. There is an increasing demand from investors to integrate ESG factors into their investment decisions to maximize their potential returns. Our purpose is to capitalize on this new approach to investing and drive ESG in all aspects of our investment process.
​
​
​
ESG integration allows for better long term investment decisions and enhances risk-adjusted returns while also minimizing volatility. The integration process varies based on the sector and business model but the bottom line is about identifying the most material risks and opportunities which have a direct or indirect impact on the company valuation. We incorporate ESG into all stages of the investment process from industry analysis, company analysis, financial forecasts, valuation, asset selection, portfolio formation, and performance management.
​
As a long-only equity and ETF's portfolio, our team of analysts and Executive Board are dedicated to making high performing financial investments across opportunities that drive measurable social and environmental impact.
​
We invest across six sector groups. Our sector teams focus on specific ESG themes to align their interest in delivering a positive impact with material ESG issues in their respective sectors. Our themes include, but are not limited to, the following: access to healthcare, renewable energy, water quality, and more.