Responsible investing seeks to drive better outcomes for investors, our communities and the planet and is an integral part of our process. By embedding environmental, social, and governance (ESG) factors into investment research, due diligence, portfolio construction and ongoing monitoring across all asset classes, we seek to improve clients’ long-term performance and reduce risk.
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2021 – 2022 Annual Stewardship Report: Driving toward new frontiers
Investing involves risk, principal loss is possible.
1 As of 30 Sep 2022; AUM shown one quarter in arrears. Includes all strategies with ESG or Impact as part of the
investment objectives.
2 As of 31 Dec 2022.
3Principles for Responsible Investment (PRI), 2021 Assessment Report for Nuveen, December 2022, average star score across all modules; updated annually.
Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
ESG integration is the consideration of financially material ESG factors in support of portfolio management for actively managed strategies. Financial materiality of ESG factors varies by asset class and investment strategy. Applicability of ESG factors may differ across investment strategies. ESG factors are among many factors considered in evaluating an investment decision, and unless otherwise stated in the relevant offering memorandum or prospectus, do not alter the investment guidelines, strategy or objectives.