Environmental, Social & Governance

Sustainable Income Opportunities®—ESG

Our firm launched its first ESG (environmental, social, and governance) portfolio over 30 years ago, and many of our investment portfolios today incorporate ESG principles. With the goal of income growth and sustainable, long-term returns, we use an integrated approach that combines robust financial analysis with research into a company's ESG policies and practices. Depending on the product, our shareholder advocacy efforts may include screening, direct engagement with companies, filing shareholder resolutions, proxy voting, coalition building, and public policy involvement.

ESG-integrated investments:

Protect shareholder value. ESG mitigates risk and encourages companies to adopt best practices and be accountable to investors.
Identify risks and opportunities. Looking through an ESG lens helps us assess material issues that may not start on the balance sheet, but could ultimately end up there.
Invite active ownership. Our shareholder advocacy and engagement efforts often influence company policies and make management aware of what matters to investors.

Learn more

View Our ESG Materials

Learn About ESG Investing

Luan Jenifer
President and CEO

“What are our goals when we engage a company? Risk mitigation and promotion of shareholder value. Each engagement represents an issue we've identified as material to the company, and a sign of either opportunity or risk—and sometimes both. We want to see the company takes actions to adequately address—or begin to address—these concerns.”

Nicole Lee
Director of ESG Research

“A company’s management of human, financial, and natural resources will always contain the seeds of possible success or failure. As such, it will always be relevant to an investor’s best interests...Miller/Howard has been a longtime ESG manager, and our experience has given us the benefit of seeing many of these shifts—and nimbly responding to them on behalf of our clients.”

Gregory Powell, PhD
Chief Investment Officer

“Today's ESG managers employ an integrated approach that combines rigorous financial analysis with research into a company's ESG policies and practices...We believe that ESG is no longer a niche consideration. Advisors would be well served by understanding and providing the new generation ESG solutions.”

Patricia Karr Seabrook
Shareholder Advocacy Coordinator

“We evaluate issues according to relative materiality, always asking ourselves: Is it important to this company, and to our investors?”

Daniel Lee
ESG Research Associate / Data RFP Associate

“ESG investing is all about environmental returns, social returns, and financial returns.”

DISCLOSURE

INVESTMENT PRODUCTS: ARE NOT FDIC INSURED - MAY LOSE VALUE - ARE NOT BANK GUARANTEED

Opinions and estimates offered constitute Miller/Howard Investments' judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. Nothing stated herein, including the mention of specific company names, should be construed as a recommendation to buy, hold, or sell any security, sector, or MLPs in general. To receive a list of all recommendations for the previous year, please email compliance@mhinvest.com. All investments carry a certain degree of risk, including possible loss of principal. It is important to note that there are risks inherent in any investment and there can be no assurance that any asset class will provide positive performance over any period of time. The material may also contain forward-looking statements that involve risk and uncertainty, and there is no guarantee they will come to pass.

Common stocks do not assure dividend payments. Dividends are paid only when declared by an issuer’s board of directors, and the amount of any dividend may vary over time. Dividend yield is one component of performance and should not be the only consideration for investment.

The information above is from sources deemed to be reliable and is provided strictly for the convenience of our investors and their advisors. These materials are solely informational. Legal, accounting and tax restrictions, transaction costs, and changes to any assumptions may significantly affect the economics of any transaction.

The information and analyses contained herein are not intended as tax, legal, or investment advice and may not be appropriate for your specific circumstances; accordingly, you should consult your own tax, legal, investment, or other advisors, at both the outset of any transaction and on an ongoing basis, to determine such appropriateness. Any investment returns — past, hypothetical, or otherwise — are not indicative of future performance.

Investment Decisions: Do not use this report as the sole basis for investment decisions. Do not select an allocation, investment discipline, or investment manager based on performance alone. Consider, in addition to performance results, other relevant information about each investment manager, as well as matters such as your investment objectives, risk tolerance, and investment time horizon.

The returns on a portfolio that utilizes environmental, social, or governance (ESG) criteria for stock selection may be lower or higher than portfolios where ESG factors are not considered, and the investment opportunities available to such portfolios may differ.

Past performance does not guarantee future results.

DISCLOSURE

INVESTMENT PRODUCTS: ARE NOT FDIC INSURED - MAY LOSE VALUE - ARE NOT BANK GUARANTEED

Past performance does not guarantee future results.

Disclosures