ESG & SRI Investing
1Source: US SIF Foundation 2016 Report on Sustainable and Responsible Investing Trends
Since our inception, our firm's goal has been to help our clients meet their investment objectives by delivering the highest level of return for a given level of risk. We believe that the inclusion of environmental, social, and corporate governance (ESG) factors in our traditional research process can have a meaningful impact on the risk/return profile of investment portfolios. We employ an integrated, or "Best-in-Class3" investment process which goes beyond the purely exclusionary style of traditional SRI investment mandates. The results of this process are stand-alone Mid Cap Growth and Large Cap Growth ESG portfolios.
In addition, for investors or institutions seeking to align their investments with their values or mission we have offered exclusion-based portfolios for over twenty years. We categorize this approach as Socially Responsible Investing (SRI). SRI clients consult with our investment management team to impose restrictions to exclude specific companies or industries from portfolios as their respective business practices conflict with our client's social, ethical, or moral mission statement.
We offer customized equity and fixed income portfolios that avoid exposures to companies or sectors that conflict with your social objectives. Common examples of exclusions include manufacturers of fossil fuels, weapons/firearms, alcohol, and gambling. In addition, we have a long history of working with faith-based organizations to meet their specific requirements. In particular, we offer screening based upon the United States Conference of Catholic Bishops directives.
3"Best-in-Class Selection" is one of the six methods for considering ESG issues used by investment managers according to the CFA Institute, it involves preferentially investing in companies with better ESG performance relative to their peer group. Source: CFA Institute Environmental, Social, and Governance Issues in Investing A Guide for Investment Professionals 2015
4Congress has partnered with Sustainalytics for ESG research and analytics