ESG & RESPONSIBLE INVESTING

WELL-INFORMED AND WELL-ALIGNED

 

 

Disciplined Equity
We systematically incorporate ESG concerns into our quantitative investment process for the following strategies:

  • SMidCap ESG
  • SMidCap Animal Welfare
  • LargeCap ESG
  • LargeCap Catholic Values
  • LargeCap Clean Energy (Fossil Fuel Free)
  • Customized Religious, Values-Based, and Environmental Solutions

 

Fundamental Equity
We integrate material ESG factors into our fundamental research process through our ESG scorecard for the following strategies:

  • Small Cap
  • Large Cap Value
  • Customized Religious, Values-Based, and Environmental Solutions

 

Fixed Income
Customized Religious, Values-Based, and Environmental Solutions.

 

Great Lakes Advisors believes that incorporating environmental, social, and governance (ESG) information into the investment process has a positive impact on portfolios over time. By identifying relevant ESG factors and evaluating a company’s performance on those, we are able to make better, more well-informed investment decisions with the aim of improving risk-adjusted returns.

 

POSITIVE AND NEGATIVE INVESTMENT SCREENS
 

Targeted Environmental

  • Fossil Fuel Free
  • Clean Energy
  • Clean Water

Values

  • Gender Equality
  • LGBTQ Community Rights
  • Labor-Friendliness
  • Children & Family
  • Animal Welfare
  • Healthcare
  • Racial Diversity
  • Human Rights

Religious

  • Catholic
  • Christian Values
  • Baptist
  • Methodist
  • UCC
  • Jewish/Pro-Israel
  • Muslim/Shariah
  • Buddhist

 

 


 

FOR MORE INFORMATION

For more information on ESG and Responsible Investing at Great Lakes Advisors, please contact: Dan Nielsen, Managing Director and Head of ESG and Responsible Investing, at 312.517.7130 or dnielsen@greatlakesadvisors.com.

 

 
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WELL-INFORMED AND WELL-ALIGNED