A Quality Approach to Sustainable Investing
The Quality ESG strategy adds a proprietary quality factor to Environmental, Social and Governance (ESG) investing, providing exposure to both high-quality and highly ESG-rated companies.
The Quality ESG (QESG) strategy implements a unique Environmental, Social and Governance (ESG) integration strategy, alongside a proprietary quality factor screen, to quantitatively target companies with both financial and non-financial sustainability.
By incorporating ESG metrics, eliminating exposure to companies involved in objectionable business lines, and avoiding exposure to the least financially sustainable companies, the QESG strategy invests at the intersection of high quality and highly rated ESG companies.
STRATEGY HIGHLIGHTS
Integrates a proprietary Quality and ESG factors to improve risk adjusted returns
Targets companies with above-peer group ESG ratings
Seeks to reduce carbon footprint by greater than 50% in both emissions and reserves
A Complete View of ESG Sustainability
The QESG strategy evaluates company sustainability from multiple perspectives
ESG SUSTAINABILITY
ESG RATINGS
Identify better performers with regards
to material ESG risks and opportunities.
How well do companies manage
their ESG exposures?
BUSINESS INVOLVEMENT SCREENING
Insights into sources of company revenue
tied to business involvement.
Is the company involved in objectionable business lines such as tobacco and civilian firearms?
ESG CONTROVERSIES
Identify companies involved in ESG controversies.
Exclude the worst ESG performers
and companies involved in the most
egregious controversies.
CARBON METRICS
Identify company carbon risks
and exposures.
Reduce carbon footprint.