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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
EIC Catholic 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): $1.1M (in US$ millions)

Required Minimum: $250,000

Benchmark used: Russell 1000® Value

Strategy type: Equity Large Cap

Strategy description: EIC Catholic Value employs a flexible framework principally investing in high quality large to mid-sized companies, while avoiding those that look inexpensive relative to their historical record but are actually in structural decline. At the same time we conscientiously follow the Socially Responsible Investment Guidelines laid out by the United States Conference of Catholic Bishops (USCCB).

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Equity Investment Corporation

Approach to Sustainable & Responsible Investment: Established in 1986, Equity Investment Corporation is an investment advisory firm located in Atlanta, Georgia, which manages or advises over $5 billion for clients. The firm manages three disciplines: All-Cap Value, Mid-Cap Value, and Large-Cap Value, as well as four SRI/ESG thematic extensions: EIC Catholic Value, EIC Environmental Value, EIC Human Rights Value and EIC Protestant Value. All have similar risk/return profiles because they are driven by the same philosophy, process, and people. Mission and faith oriented investors face a dilemma when aligning social objectives with fiduciary responsibilities. Our experience has been that investors’ social objectives are under-served in the investment community due to desires to maximize diversification, minimize tracking error against indices, and reduce management costs via ETF’s. By combining our long-established investment process with robust SRI/ESG screens, we seek to reconcile and better balance this conflict between fiduciary and social responsibilities. Our investment objective is to apply the investment principles we have used since 1986 to deliver a full market-cycle return pattern similar to that experienced in unrestricted accounts. Investments are drawn principally from EIC’s existing holdings, with additional replacement names introduced as necessary.

Total AUM in SRI: $4.6M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: Responsible Investment Analyst

Contact info:
3007 Piedmont Rd. NE
Atlanta, Georgia 30305
USA
Phone: 404-239-0111
Fax: 404-239-0280
Email: info@eicatlanta.com
Web: http://www.eicatlanta.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
  • Other Environmental: Combination of Positive and Restricted/Exclusionary Strategies

Social

  • Community Development: Restricted/Exclusionary Investment
  • Diversity & Equal Employment Opportunity: Restricted/Exclusionary Investment
  • Human Rights: Combination of Positive and Restricted/Exclusionary Strategies
  • Labor Relations: Combination of Positive and Restricted/Exclusionary Strategies

Governance

    Products

    • Defense/Weapons: Restricted/Exclusionary Investment

    Other

    • Other/Qualitative: Abortion, Stem Cells, Contraceptives, Adult Entertainment
    • 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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