ESG Investing

IR+M is deeply committed to the responsible management of our clients’ assets.

As part of our commitment, we consider ESG metrics alongside traditional financial metrics to mitigate downside risk and identify investment opportunities influencing long-term sustainability and creditworthiness.

While we formally acknowledged our integration of ESG factors when we became a PRI Signatory in 2013, our bottom-up security selection process has incorporated some of these considerations since the inception of the firm.

See our Commitment Statement.

See our Primer on Sustainable Investing.

Our Process

We believe that careful security selection, active portfolio risk management, and ESG analysis will lead to superior returns over the long-term.

ESG analysis is an integral part of risk assessment when evaluating securities. Our Analysts consider sector specific ESG factors as a mandatory component of the credit research due diligence process. Material ESG factors are part of the overall analysis and discussion that lead to portfolio construction decisions.

This integrated approach is applied across Credit, Municipal and Securitized assets, such that ESG and traditional credit factors are incorporated into a holistic risk assessment that guides our investment decisions.

 

Capabilities

IR+M has been managing Socially Responsible Investment (“SRI”) portfolios for over 25 years, where we incorporate negative screens based on over 100 different clients’ specified mandates.

Learn more about our SRI capabilities:

SRI Screening

We also employ ESG integration and offer positively tilted ESG strategies, as well as thematic strategies to cater to all clients’ needs.

Learn more about our ESG Capabilities:

 

Reporting & Policies

Since becoming a PRI Signatory in 2013, we have continued to formally demonstrate our commitment to ESG. We are pleased to share our latest Reports and Policies:

 
 

As of April 2022. The views contained in this report are those of IR+M and are based on information obtained by IR+M from sources that are believed to be reliable but IR+M makes no guarantee as to the accuracy or completeness of the underlying third-party data used to form IR+M’s views and opinions. This report is for informational purposes only and is not intended to provide specific advice, recommendations for, or projected returns of any particular IR+M product. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from Income Research & Management.