|
In
our experience over the last sixteen years, we have found that
all companies, through their business activities, can be analyzed
with ESG criteria, resulting in a profile that can be compared
to others with regard to their corporate citizenship. The three
pillars of SRI are widely known as screening, community investing
and shareholder activism. With this in mind, our social research
involves a comprehensive process that uses exclusion and inclusion
screens, case-by-case analysis, and assertion of basic principles
of fairness and environmental stewardship. A company must pass
our social evaluation and/or be considered best-in-class by our
team in order to be eligible for investment. We view this extra
layer of due diligence as a risk control measure. We also participate
in shareholder activism through the proxy voting process, regularly
publish a shareholder advocacy newsletter, and support organizations
or managers leading shareholder resolutions whenever pertinent
to our portfolio holdings and policies.
Our
clients include major religious organizations, endowments, foundations,
unions, public funds and individuals.
|