The fund seeks capital appreciation by investing in U.S. companies that meet environment, social and governance criteria.
The sub-adviser’s investment process begins with several economic themes that are designed to construct a broader framework based on social, financial and political, and environmental factors and issues. The framework helps in understanding trends, events, and competitive dynamics at play worldwide.
Next, the investment team with the help of quantitative and qualitative research identifies companies that meet growth and valuation criteria with sustainable business models and financial strength.
The team then applies a rigorous audit of ESG policies and practices before selecting companies for the portfolio.