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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
1919 Investment Counsel SRI Fixed Income Institutional 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): $122.5M (in US$ millions)

Required Minimum: 1 million

Benchmark used: Barclays Intermediate Aggregate

Strategy type: Bond (Fixed Income)

Strategy description: The SRI Fixed Income Institutional strategy seeks to deliver long-term, consistent, superior returns through active portfolio management while achieving attractive risk/reward ratios. Strategy implementation employs a disciplined investment approach, and constantly assessing market conditions in order to take advantage of market anomalies. Results derive from an emphasis on security selection, sector allocation, and yield curve management in addition to interest rate forecasts. Through the use of rigorous, fundamental and quantitative research and analysis, we continually assess the market for opportunities that provide the most attractive risk/reward ratios. We believe the long-term key to successful security selection is sound, fundamental credit and security structure analysis. Our duration and term structure decisions are top-down while our sector weighting decision is bottom-up.

Strategy web link: --

 

About The Company - [Return to Top]

Institution Name:
1919 Investment Counsel

Approach to Sustainable & Responsible Investment: 1919 Investment Counsel works with socially aware investors including individuals, businesses, schools, foundations, religious institutions, and other nonprofit organizations. With more than 35 years of experience, the firm partners with clients to create customized investment solutions. The firm's equity and fixed income strategies help clients achieve sustainable financial success in harmony with their values.

Total AUM in SRI: $1180.0M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: Internal social research team

Contact info:
600 Vine St., Ste. 2000
Cincinnati, OH 45202
United States
Phone: (800)654-5777
Fax: (513)621-7665
Email: sri@1919ic.com
Web: http://www.1919ic.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 - The selection and application of this criteria is based on a client's ethical investing goals.
  • Pollution / Toxics: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.

Social

  • Community Development: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.
  • Diversity & Equal Employment Opportunity: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.
  • Sudan: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.

Governance

  • Board Issues: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.
  • Executive Pay: Combination of Positive and Restricted/Exclusionary Strategies - The selection and application of this criteria is based on a client's ethical investing goals.

Products

  • Alcohol: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.
  • Animal Welfare: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.
  • Defense/Weapons: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.
  • Gambling: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.
  • Tobacco: Restricted/Exclusionary Investment - The selection and application of this criteria is based on a client's ethical investing goals.

Other

  • Other/Qualitative: Other client-specific criteria available upon consultation.
  • 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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