Sustainable investing

What do you believe in?

What does it mean?

Commonly referred to as ESG investing, it is a growing theme that focuses on operational risks and management choices that can impact the sustainability of a company’s long-term potential.  Sustainability reaches beyond the Environmental (E), Social (S), and Governance (G) pillars of the acronym.  We see the ultimate goal as balancing the long-term interests of stakeholders around a business.  Stakeholders include; shareholders, employees, customers, local societies in which the company operates, and risks to the environment stemming from the activities of the business.

There is no "one size fits all"

We believe there is no “one size fits all” ESG approach for investors. There are simply too many investor objectives, investment styles, and asset classes. As an active asset manager, we look to thoughtfully implement ESG factors into our investment process to best fit the needs of our clients and the long-term value of the holdings within the portfolios. We are convinced this approach can help lead to better results than standardized products, such as passive ESG exchange traded funds (ETFs).

To find out more, please have a look at our firm-wide engagement policy or click on your boutique of interest:

Insights

Quality Growth Boutique
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Turning Stones Blog
Sustainable Investing

ESG: Why purpose drives returns - not the opposite

What is the purpose of your company? Not what it does, but its purpose. Its goals. Its compass. A meaningful answer is usually pretty short, understood by a layman, and can provide a light to follow through tough decisions. The pressure for companies to rethink their purpose, and the sharing of rewards across a company’s stakeholders, has risen sharply.

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Quality Growth Boutique
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Turning Stones Blog
Emerging Markets Sustainable Investing

ESG: Can social and short-term investors co-exist?

Get Social, ‘S’ from ESG, wrong and a company stands to lose customers and employee loyalty, and damage value of the business. The priority of owners in how socially responsible investments are made, and the expected returns, are key. Liquid markets can deliver rapid change in ownership. Can the two coexist? Owners are as much part of the solution as part of the problem.

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Quality Growth Boutique
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Turning Stones Blog
Sustainable Investing

Controlling the Darkside of Network Effects

Dominant technology companies protected by awesome ‘network effects’ can benefit society and investors. But monopoly control of communications or private information can have unexpected consequences for users. How bad it can get depends on who’s running the company and who runs the regulators. What is ‘network effect’ and how can it be controlled?

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Asset Management
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Viewpoint
Sustainable Investing

Active approach meets ESG challenges head-on

Should investors looking for “sustainable stocks” go active or passive? Some market participants suggest the latter, proclaiming exchange-traded funds (ETFs) to be the future drivers of growth in sustainability investing. The problem with these passive, index-based vehicles is that they too often fail to distinguish between companies with the best ESG credentials and those that are just scraping by. Therefore, we believe an active approach is warranted.

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