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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
New Amsterdam Partners Large Cap Socially Responsible Active Equity Download as PDF for Printing PDF Download

Jump to: About This Strategy | About The Company | Specific Screening Information by Category


About This Strategy - [Return to Top]

Assets Under Management (AUM): $35.6M (in US$ millions)

Required Minimum: $10 million

Benchmark used: S&P 500 Composite Total Return

Strategy type: Equity Large Cap

Strategy description: New Amsterdam Partners’ Large Cap Socially Responsible portfolios have 35 to 45 stocks diversified across 10 economic sectors, with a market capitalization above $5 billion at purchase. We consider ESG factors for every company as it passes through the fundamental phase of our investment process. We define environmental, social, and sustainability factors as ones which relate to alcohol, tobacco, gambling, military contracting, and nuclear activities. We also consider issues surrounding community, diversity, employees, environmental performance, or US operations/products. In our investment process, when building our Socially Responsible portfolios, we screen each security for the aforementioned factors after it passes through the fundamental phase. We take a balanced approach to ESG investing. Very simply put, we rarely, if ever, view companies as being all “bad” or all “good.” We assess the trade-off between the strengths and concerns, establishing whether or not we believe the company is an appropriate investment option.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
New Amsterdam Partners

Approach to Sustainable & Responsible Investment: We are committed to the idea that ESG factors have a bearing on a company’s long-term investment viability. As such, these factors come into play in our investment process for all of our products. We believe that companies characterized by responsible ESG policies and practices are better positioned to contribute to investment success. We consider ESG factors for every company as it passes through the fundamental phase of our investment process. We define environmental, social, and sustainability factors as ones which relate to alcohol, tobacco, gambling, military contracting, and nuclear activities. We also consider issues surrounding community, diversity, employees, environmental performance, or US operations/products. In our investment process, when building our Socially Responsible portfolios, we screen each security for the aforementioned factors after it passes through the fundamental phase. We take a balanced approach to ESG investing. Very simply put, we rarely, if ever, view companies as being all “bad” or all “good.” Our research explores a wide range of issues, such as community impacts, corporate governance, diversity, employee relations, environment, human rights, product impacts, and related strengths and concerns. We assess the trade-off between the strengths and concerns, establishing whether or not we believe the company is an appropriate investment option. We closely examine each company's regulatory filings for overlooked pieces of information that may potentially add value. When applicable, we look at environmental databases, such as the Carbon Disclosure Project report and the Global Reporting Initiatives register, to supplement this data. Among environmental issues, we focus in on any current practices that are damaging or might damage the environment as well as how the company has addressed pollution or environmental issues in the past. In the latter case, we like to see proactive steps on the part of companies in remedying violations. We also look for companies' involvement in sustainability initiatives (e.g. non-carbon based energy, green architecture, innovative research).

Total AUM in SRI: $923.6M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: our Investment Group

Contact info:
475 Park Aveue South, 20th Floor
New York, NY 10016
USA
Phone: 212.689.1500
Fax: 212.689.1500
Email: clientservice@napllc.com
Web: http://www.napllc.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment
  • Pollution / Toxics: Combination of Positive and Restricted/Exclusionary Strategies

Social

  • Community Development: Positive Investment
  • Diversity & Equal Employment Opportunity: Positive Investment
  • Human Rights: Positive Investment
  • Labor Relations: Positive Investment
  • Sudan: Restricted/Exclusionary Investment

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies

Products

  • Alcohol: Restricted/Exclusionary Investment
  • Animal Welfare: Restricted/Exclusionary Investment
  • Defense/Weapons: Restricted/Exclusionary Investment
  • Gambling: Restricted/Exclusionary Investment
  • Tobacco: Restricted/Exclusionary Investment

Other

  • Other/Qualitative: Our research explores a wide range of issues, such as community impacts, corporate governance, diversity, employee relations, environment, human rights, product impacts, and related strengths and concerns. We assess the trade-off between the strengths and concerns, establishing whether or not we believe the company is an appropriate investment option.
  • Proxy Voting: Actively voted by my institution for this investment strategy in support of environmental, social or governance issues in accordance with formal guidelines

 

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