Are you using ESG criteria in portfolio construction?

Chris Poole
“When building portfolios, we offer a client-centric investment experience; as we learn about their experiences and existing social responsibilities, we also listen for prompts that might help us introduce ESG criteria into their portfolio construction.

In recent years, we have kept a close eye on a number of funds in the ESG space and continue to vet these funds and stay in tune with the fund managers and their strategies. For those clients we have helped walk down the ESG portfolio construction path, they have been able to align their money with socially responsible investment decisions while still enjoying solid returns.”

Darius Muica
“When building portfolios, we offer a client-centric investment experience; as we learn about their experiences and existing social responsibilities, we also listen for prompts that might help us introduce ESG criteria into their portfolio construction.

In recent years, we have kept a close eye on a number of funds in the ESG space and continue to vet these funds and stay in tune with the fund managers and their strategies. For those clients we have helped walk down the ESG portfolio construction path, they have been able to align their money with socially responsible investment decisions while still enjoying solid returns.”

Chris Wain-Lowe
“The United Nations Sustainable Development Goals are the UN’s universal call to action to end poverty, protect the planet and ensure that all people enjoy peace and prosperity. At Portland, we are embracing SDGs within our ESG criteria in certain portfolio constructs.

As investment managers, we believe that doing good is an important element of the social contract that we have with each other as members of society. We invest in and continue to look for opportunities aimed at solving social and environmental problems, where capital is directed to underserved individuals and communities.”