ESG & Sustainable Investing for Institutional Portfolios
We integrate environmental, social, and governance factors with rigorous financial analysis to create sustainable portfolios that align with your institution's mission and values.
The Institutional Case for ESG Integration
What is ESG Integration?
ESG integration is the systematic inclusion of environmental, social, and governance factors into traditional financial analysis and investment decision-making. For institutional investors, this means going beyond simple screening to actively assess how ESG issues affect risk-adjusted returns across asset classes and time horizons.
Our approach combines proprietary research with third-party data to identify material ESG factors that drive long-term value creation while aligning with fiduciary responsibilities.
Why Institutions Choose ESG
Leading endowments, pensions, and foundations incorporate ESG factors because they:
- Mitigate long-term risks: Identify operational, regulatory, and reputational risks before they materialize in financial performance
- Enhance returns: Allocate capital to companies better positioned for the transition to a sustainable economy
- Meet stakeholder expectations: Address growing demands from beneficiaries, boards, and regulators for responsible investment practices
- Future-proof portfolios: Anticipate regulatory changes and market shifts driven by climate transition and social transformation
Client Benefits
Fiduciary Protection
Our process documents how ESG analysis informs investment decisions, demonstrating prudent consideration of material factors in line with fiduciary duty.
Strategic Alignment
We align investments with your institution's mission, whether that's supporting climate goals, social equity, or governance reform.
Risk-Adjusted Performance
Portfolios constructed with ESG insights have shown lower volatility and more resilient performance during market disruptions.
Stakeholder Confidence
Comprehensive reporting provides transparency to investment committees, boards, and beneficiaries about how sustainability factors are managed.
The Institutional Difference
Unlike retail ESG products, our institutional approach focuses on:
- Custom integration rather than off-the-shelf solutions
- Materiality-based analysis over generic scoring
- Active ownership through engagement and voting
- Fiduciary-grade documentation and reporting
Measurable Sustainable Impact
Our ESG integration process delivers tangible results across three dimensions of institutional portfolio management.
- Reduced carbon intensity by sector
- Enhanced board governance scores
- Improved workforce diversity metrics
Our ESG Integration Framework
A dynamic approach to sustainable investing
Environmental Stewardship
- Carbon footprint analysis
- Renewable energy allocation
- Climate transition strategy
Social Responsibility
- Diversity & inclusion metrics
- Labor standards assessment
- Community impact measurement
Governance Excellence
- Board independence scoring
- Executive compensation alignment
- Anti-corruption policies
ESG in Action
Real-world implementation examples
University Endowment Transformation
Partnered with a major university to transition their $700 million endowment to a fossil-free portfolio while maintaining target returns through strategic allocations to green infrastructure and clean technology.
Municipal Pension Climate Strategy
Developed and implemented a climate transition roadmap for a $850M public pension fund, achieving Paris-aligned emissions targets without compromising actuarial return requirements.
Our Engagement Process
Structured approach to ESG integration
Discovery & Scoping
In-depth analysis of your institution's ESG priorities, constraints, and regulatory requirements
Materiality Assessment
Identification of sector-specific ESG factors most relevant to your portfolio
Portfolio Analysis
Comprehensive review of current holdings against sustainability benchmarks
Strategy Development
Creation of customized implementation roadmap with measurable targets
Ongoing Stewardship
Active ownership through engagement, voting, and continuous monitoring
Align Your Portfolio With Your Values
Our ESG specialists work with institutional investors to develop sustainable investment strategies that meet both financial and impact objectives.
Contact Us