Since 1971, our rich heritage of providing separately managed accounts for specific SRI and ESG mandates informs our rigorous, research-driven investment approach.
Seeks long-term, attractive returns while managing risk by investing in a diversified portfolio of Treasuries, Agencies, mortgage- and asset-backed securities, and investment-grade corporate bonds, including green, social, and sustainability bonds. Securities must meet our socially responsible criteria and primarily mature within 10 years.
Environment: Minimize the negative impact of business activities on the environment
Employment Practices: Have fair and reasonable employment practices
Human Rights: Contribute to the general well-being of host communities and respect human rights
Weapons: Do not manufacture nuclear weapons, other weapons of mass destruction, or derive more than 5% of revenue from non-nuclear weapon production
Tobacco: Do not derive meaningful revenue from tobacco products
All investments involve risk, including risk of loss and there is no guarantee investment objectives will be met.