We consider material sustainability factors within our investment process, which we believe results in a more extensive credit assessment. These factors are one aspect of the analysis; unless specifically directed by clients, our portfolios do not limit or emphasize issuers based on these factors or otherwise implement negative screening or values-based criteria. IR+M provides a spectrum of Sustainable Investing solution for our clients, including Socially Responsible portfolios that implement negative screens and positively-tilted Sustainable Investing strategies, which typically utilize IR+M’s proprietary research and rankings.
BY THE NUMBERS
IR+M Sustainable Investing Solutions
$1.7 bn
in Custom Strategies
10+
Years PRI Signatory
35
Material Key Issues Within Our Research Process
Sustainable Investing Highlights
25+ years of experience managing Socially Responsible Investment portfolios using negative screens for client-specific mandates and objectives.
PRI Signatory since 2013.
Cross-functional teams leverage the insight of our investment, product, client service, and compliance professionals.
Integration of material sustainability factors into research process.
Continued issuer engagement to further understand potential risks.
Integration.
We believe that our analysis of material sustainability factors in tandem with traditional credit metrics mitigates downside risk and highlights potential credit issues. We implement negative screening only when directly explicitly by a client.
SRI Strategies.
We partner with third-party vendors to monitor client-directed social restrictions. We offer customized portfolios, as well as our IR+M Socially Responsible Core Bond Fund.
Positively-Tilted Sustainability Strategies.
Depending on our clients’ needs, we offer positively-tilted sustainability strategies that can emphasize leaders, minimize laggards, incorporate negative screens, and reflect distinct thematic principles.
