What is responsible (ESG) investing?

The four main applications of Responsible Investing we consider.

Integration

Screening & Exclusion

Thematic Investing

Impact Investing

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Integration

Systematically incorporating material ESG factors into investment decision making to identify potential risks and opportunities and help improve long-term, risk-adjusted returns.

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Screening & Exclusion

Applying positive or negative screens to include or exclude assets from the investment universe.

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Thematic Investing

Investing in assets involved in a particular ESG-related theme or seeking to address a specific social or environmental issue.

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Impact Investing

Investing in assets that intend to generate a measurable positive social or environmental impact.

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A comprehensive handbook for responsible investors.

A workbook for applying ESG data to your investing portfolio.

Read Insights
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A comprehensive handbook for responsible investors.

A workbook for applying ESG data to your investing portfolio.


Read Insights

Our latest report on  responsible investing.

Responsible investing is more than a trend, it’s a way of aligning your values with your financial goals. Learn how we can help you invest with purpose and impact.

Read Insights
Image

Our latest report on responsible investing.

Responsible investing is more than a trend, it’s a way of aligning your values with your financial goals. Learn how we can help you invest with purpose and impact.


Read Insights

Stay In The Loop

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S&P 500 rally: When a rising tide lifts some boats more than others

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The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

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After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

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Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

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