Sustainable Investing.

We may consider material sustainability factors within our investment process, which we believe can result 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

$16.8 bn
in Sustainable Investment 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, client service, and compliance professionals.
  • Proprietary key issues map helps identify potentially critical credit risks.
  • Integration of material sustainability factors into research process.
  • Continued issuer engagement to further understand potential risks.

Read about our SRI screening capabilities.

As of 12/31/25 unless otherwise stated. Personnel as of 1/2/26.
@ 2026 Income Research + Management. All Rights Reserved.
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