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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Appleseed U.S. Equity ESG 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): $0M (in US$ millions)

Required Minimum: --

Benchmark used: MSCI World

Strategy type: All Cap

Strategy description: With our U.S. all-cap value ESG strategy, we seek to seek to generate strong returns by making prudent, disciplined, and sustainable long-term equity investments in high quality U.S. companies.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Appleseed Capital, division of Pekin Singer Strauss Asset Management

Approach to Sustainable & Responsible Investment: Founded in 1990 and based in Chicago, IL Appleseed Capital is the impact focused investment group within Pekin Singer Strauss Asset Management. Appleseed Capital strategies employ a go-anywhere value approach that integrates Environmental, Social and Corporate Governance (ESG) criteria. Our primary investment goal has always been the preservation of capital, balanced against generating attractive rates of return over the long-term. We consider ourselves to be risk-averse investors; we focus as much time and energy seeking to avoid downside risk as we do seeking to generate positive returns for our investors.

Total AUM in SRI: $190M (in US$ millions)

Research conducted: Internally

Researcher name: Portfolio Managers

Contact info:
161 North Clark Street, Suite 2200
Chicago, IL 60601
USA
Phone: 312-896-9660
Fax: 312-554-7505
Email: colin@appleseedcapital.com
Web: http://www.appleseedcapital.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

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

 

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