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 by Sudhir Roc-Sennett
COVID-19 Emerging Markets Sustainable Investing

Beating Frustration in the Emerging Markets

Emerging markets can be frustrating for investors – epidemics, scandals, inflation, deficits, and natural disasters. There is huge potential and risk in the EM. Investors need to guard compounding from trouble with a focus on governance. The challenge is putting up with the volatility. But low volatility is not the same as low risk for long-term investors.

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Quality Growth Boutique
2019-09-09_ts_qg_esg-why-purpose-drives-returns-not-the-opposite_teaser
Turning Stones Blog by Sudhir Roc-Sennett
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
2019-08-12_TS_QG_esg-can-social-and-short-term-investors-co-exist_teaser
Turning Stones Blog by Sudhir Roc-Sennett
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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