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Sustainable Investment Separate Accounts Chart
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About This Strategy - [Return to Top]
Assets Under Management (AUM): $17.5M (in US$ millions)
Required Minimum: 1 million
Benchmark used: Russell 1000 Value
Strategy type: Equity Large Cap
Strategy description: The SRI Large Cap Value Equity Institutional strategy seeks to outpace the long-term returns of the Russell 1000 Value index, while adhering to a value-based investment philosophy. The Value Equity portfolio, utilizing investment strategy and ideas generated by Brandywine Global Investment Management, LLC, an unaffiliated investment manager, is carefully structured with regard to diversification, balance and general economic sensitivity with focus on strong companies and industry leaders. Companies are identified with consistent value characteristics such as low P/E, low P/B and low P/C from which to build a portfolio. Initial screens highlight stocks that are cheap. Current and historical valuations are compared, along with other measures of value, to find stocks priced significantly below normal valuation. Fundamental analysis identifies stocks with the ability to return to normal value. Socially responsive investing strategies seek competitive risk-adjusted returns, while reflecting the unique social goals of each client. Our dedicated team of social research analysts conducts proprietary social research on domestic and international companies and issues, a comprehensive analysis method that evaluates each security considered for purchase. The team uses customized screens to help 1919ic's portfolio managers eliminate companies that do not meet the client's specific social requirements and select investments that do.
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.
- Conflict Risk: 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