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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Jantz Management Fossil Free Value 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): $1M (in US$ millions)

Required Minimum: $100,000

Benchmark used: S&P 1500

Strategy type: All Cap

Strategy description: The Jantz 350 Fossil Free Value folio seeks high return by investing in a broad capitalization range of socially and environmentally responsible equites determined to be undervalued using Jantz proprietary models. About 70 underpriced stocks meeting broad social and ESG criteria, and excluding all fossil fuel stocks in the GICS Energy and Utility sector, are drawn from a universe of S&P 1500 index constituents.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Jantz Management LLC

Approach to Sustainable & Responsible Investment: Jantz Management uses proprietary quantitative value stock selection models, while incorporating ESG data and broad social concerns. The Jantz 350 and Fossil Free portfolios are designed to meet or exceed the performance of an analogous non-ESG portfolio. We aspire to provide our clients a substantial excess return, while being a socially responsible enterprise, respectful of our clients’ values.

Total AUM in SRI: $32M (in US$ millions)

Research conducted: Externally

Researcher name: Christine Jantz

Contact info:
470 Atlantic Avenue, 4th Floor
Boston, MA 022210
U.S.A.
Phone: 1.617.273.8018
Email: info@jantzmgmt.com
Web: http://jantzmgmt.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

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

Social

  • Diversity & Equal Employment Opportunity: Positive Investment
  • Human Rights: Positive Investment
  • Labor Relations: Positive Investment
  • Sudan: No 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
  • Defense/Weapons: No Investment
  • Gambling: No Investment
  • Tobacco: No Investment

Other

  • Shareholder Engagement - Shareholder Resolutions: Filed or co-filed with companies on environmental, social or governance issues
  • Shareholder Engagement - Private Dialogue: Conducted with companies on environmental, social or governance issues
  • 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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