Asset Management

The Social Choice Equity investment strategy seeks favorable long-term total return while investing in stocks that meet certain environmental, social, and governance (ESG) criteria.

Through a proprietary quantitative model that closely tracks the returns of the Russell 3000 Index, the investment strategy gives special consideration to certain environmental, social, and governance (ESG) criteria and provides broad U.S. equity market exposure while minimizing relative risk versus the benchmark.

More specifically, the strategy uses a detailed optimization process to approximate the overall risk/return characteristics of the Russell 3000. The ESG evaluation process favors companies that are strong stewards of the environment, devoted to serving local communities and society in general, committed to high labor standards for their own employees and those in the supply chain, dedicated to producing high quality and safe products, and managing their companies in an exemplary and ethical manner.

Related Professionals

Anne Sapp

Anne Sapp

CFA, Managing Director,
Equity Investments

Jim Campagna

Jim Campagna

Senior Director,
Equity Investments

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