At Hightower Westchester, we design portfolios with an emphasis on quality investments that help position you for strong financial performance and long-term success.
SRI focuses on the nature or type of business a company conducts, such as avoiding investment in companies that produce or sell addictive substances (like alcohol, gambling, and tobacco) and seeking out companies engaged in social justice, environmental sustainability, and alternative energy/clean technology efforts. While we have been managing SRI mandates for over two decades, the industry has expanded to incorporate what we now call ESG principles.
ESG incorporates the analysis of a company’s financial, environmental, social and governance practices as a means of determining the company’s ability to manage risk and produce strong, long-term investment performance.
Environmental
Looks at a how a company performs as a steward of the natural environment.
Environmental Issues:
• Climate change
• Carbon emissions
• Air and water pollution
• Energy efficiency
• Water scarcity
• Waste management
• Raw material sourcing
• Biodiversity
Social
Examines how a company manages relationships with its employees, suppliers, customers and the communities where it operates.
Social Issues:
• Labor standard
• Supply chain management
• Health and safety
• Human rights
• Data protection/privacy
• Gender diversity
• Employee engagement
• Local community impact
Governance
Deals with a company’s leadership, executive pay, audits and internal controls, and shareholder rights.
Governance Issues:
• Alignment of interests
• Board composition
• Executive compensation
• Lobbying
• Political contributions
• Bribery and corruption
• Business ethics
• Shareholder rights
ESG investing provides a platform for customers to align their personal values with their investment objectives and choose investment products that are meaningful to them. The growing trend of ESG investing could increase flows into companies/funds that score well on ESG metrics, which in turn has the potential to drive stronger performance.
Strong growth history and trajectory
Financial performance (including revenue and risk-adjusted returns)
Sustainable, scalable, future-oriented business models
Positioning for emerging opportunities
Productivity and efficiency
Management/corporate governance
Risk profile (including regulatory compliance)
Environmental performance
Community Engagement
Corporate culture, workplace policies, and ethical practices
Safety, quality, and societal or environmental benefits of products and services
We view ESG standards as integral inputs and value our roles as advocates for ESG standards. Not only do these initiatives promote best practices in the world of publicly traded companies, but they can also deliver tangible benefits to our clients.
Whether you’re an institutional or a private client, we leverage the analysis of both qualitative and quantitative criteria to identify quality companies and investments to enhance your portfolio and help better position you to realize your personal and civic goals.
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