Sustainable Investing Philosophy
We believe risks and opportunities associated with material ESG factors are inherent to investment decision-making and our clients’ long-term financial success. In service of our fiduciary duty, we believe the best way to consider sustainability is through integration that aims to identify the financial materiality of ESG factors. Integration contributes to our ability to seek value and deliver superior, long-term results.
Our Approach to Integration is Predicated on Four Key Tenets:
Research
We believe a proprietary research framework is the best mechanism for identifying and understanding material ESG considerations. Forward-looking ESG analysis, customized data capabilities, curated ESG information and proprietary technology platforms are all critical tools that aid this understanding.
Valuation
As active managers responsible for enhancing returns and mitigating risks, we believe that integrating financially material ESG factors is necessary to fully value securities and understand opportunities and risks. Disciplined portfolio construction requires constant assessment of these considerations at the security and portfolio levels.
Engagement
Engagement is an essential component of our proprietary analysis across all asset classes. Financially material ESG factors are an inextricable part of our engagement. We believe direct engagement promotes transparency, raises awareness of risks and opportunities, and can unlock investment value. Active engagement enhances our ability to analyze risk and reward potential and informs our forward-looking views. Exercising our proxy voting responsibility is an important component of engagement for our equity strategies.
Client Focus
We believe it is important to meet clients where they are and to offer ideas and tools to help them realize their unique sustainability objectives. As client sustainability preferences evolve, we will continue to be nimble and flexible in providing customized solutions that reflect client-specified goals and values. Our goal is to be a trusted, rational advisor to our clients.
Meet the Sustainability Team
Colleen Denzler, CFA
Chief Sustainability Officer
View Colleen’s Bio
Justin Dutcher
Associate Director of Sustainability
View Justin’s Bio
Justine Gearin
Sustainability Analyst
View Justine’s Bio
Alex Schober
Sustainability Analyst
View Alex’s Bio
Stephanie Mittaz
Sustainability Associate
View Stephanie’s Bio
Recent Thought Leadership
Climate Week Insights
Tomorrow's Sustainability Opportunities from Metropolis – Insights from NYC Climate Week 2025.
Future US Power Supply Redefined by Elements of US Budget and an Executive Order
Projections for the utility and power sectors were upended by the recently passed 2025 government budget and an executive order directed at[…]
Analyzing Biodiversity in Global Fixed Income Portfolios
The Loomis Sayles Global Fixed Income Team believes antimicrobial resistance (AMR) is a critical issue with the potential for material financial implications.
Resources
Additional Content and Affiliations
*Includes accounts that may also be counted as part of other strategies.