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
1 As of 31 Mar 2023; AUM shown two quarters in arrears. Includes all strategies with ESG or Impact as part of the investment objectives.
2 As of 30 Jun 2023.
3 Principles 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 within the investment decision making process. Financial materiality and applicability of ESG factors varies by asset class and investment strategy. ESG factors may be 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. Select investment strategies do not integrate such ESG factors in the investment decision making process.
All investments carry a certain degree of risk, including the loss of principal. Investment objectives may not be met.