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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
Triboro Socially Responsible 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): $1.5M (in US$ millions)

Required Minimum: 100,000

Benchmark used: MSCI KLD 400 Social

Strategy type: All Cap

Strategy description: We look for companies with high Environmental, Social and Governance (ESG) ratings. We exclude companies with involvement in the exploration and production of fossil fuels, nuclear power, military weapons, civilian firearms, tobacco, gambling, adult entertainment, and the production of genetically modified organisms (GMO’s). Our quantitative analysis uncovers ideas that are undervalued with improving business fundamentals and strong balance sheets. Then we further analyze the fundamentals to identify firms that have a possible catalyst for earnings expansion over time.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
Triboro Investment Management LLC

Approach to Sustainable & Responsible Investment: Triboro Investment Management seeks undervalued companies with improving business fundamentals and high ESG ratings. Our emphasis on quality — low debt to equity ratios and fundamentally sound balance sheets anchors our risk management. The Socially Responsible All Cap mandate pursues the best ideas unconstrained by market cap or styles that pass our screens. The Triboro Socially Responsible All Cap portfolio seeks to generate a positive social and environmental impact alongside financial returns. The portfolio invests in stocks that demonstrate a commitment to sustainability and the betterment of our collective society. Environment – we prefer companies with a commitment to sustainability that have a low carbon footprint and that do not pollute. Social – how companies treat their workers important to us. We want to invest in companies that treat their workers fairly, provide safe working conditions and source their production in an ethical manner. Governance – the management of the company should have their goals aligned with the shareholders. Management pay must not be excessive and accounting should properly represent the performance of the firm. We look for companies with high Environmental, Social and Governance (ESG) ratings. We exclude companies with involvement in the exploration and production of fossil fuels, nuclear power, military weapons, civilian firearms, tobacco, gambling, adult entertainment, and the production of genetically modified organisms (GMO’s).

Total AUM in SRI: $1.5M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: Philip Mendelsohn, CFA

Contact info:
The Archways Professional Building - 413 Johnson Street - Suite 210
Jenkintown, PA 19046
USA
Phone: 772-713-3586
Email: pmendelsohn@triboroinvestment.com
Web: https://triboroinvestment.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: Positive Investment
  • Diversity & Equal Employment Opportunity: Positive Investment
  • Human Rights: Positive Investment
  • Labor Relations: Positive Investment
  • Conflict Risk: Positive 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

     

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