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Separate Account Managers in Sustainable and Responsible Investing

Strategy Profile:
AGF Global Sustainable Growth Equity 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): $583.3M (in US$ millions)

Required Minimum: --

Benchmark used: MSCI World

Strategy type: All Cap

Strategy description: The AGF Global Sustainable Growth Equity strategy is a thematic strategy focused on companies categorized within four major themes: Energy and Power, Waste Management and Pollution Control, Water and Wastewater Solutions, and Health and Well-Being. The strategy is appropriate for impact-oriented ESG investors seeking allocate assets to global public equities. Our portfolio provides exposure to high-growth companies that emphasize environmental and health related products in services.

Strategy web link: External Link

 

About The Company - [Return to Top]

Institution Name:
AGF Investments

Approach to Sustainable & Responsible Investment: AGF Investments is an established asset manager with a history of dedication to environmental and social causes and organizations. Our firm is a signatory to the United Nations-supported Principles of Responsible Investing, a founding member of the Responsible Investment Association in Canada, an early signatory to the UNEP Finance Initiative and the Carbon Disclosure project and a recipient of the Globe Foundation’s Capital Markets Award for Sustainable Investing and Banking. We are specialist investors in businesses that emphasize environmental and health related services and products. We believe that environmental, social and governance factors can have a significant impact on a variety of variables that are determinants to a company’s financial performance and long-term shareholder. Our AGF Global Sustainable Growth Equity strategy focuses on companies providing solutions to sustainability themes and that can generate a positive social/environmental impact. Our goal is to provide an investment option that allows clients to align assets with their values while seeking to exceed global equity market returns.

Total AUM in SRI: $22,541.43 as of March 31, 2018M (in US$ millions)

Research conducted: Both internally and externally

Researcher name: AGF Portfolio Managers and Equity Analysts, MSCI ESG Research and Ratings, Trucost

Contact info:
53 State Street (Sales and Client Service)
Boston, MA 02109
United States
Phone: 617-794-7937
Email: Christopher.Adey@agf.com
Web: https://www.agf.com (Opens in a new window)

 

Specific Screening Information by Category - [Return to Top]

Environment

  • Climate / Clean Technology: Positive Investment
  • Pollution / Toxics: Positive Investment
  • Other Environmental: Positive Investment

Social

  • Community Development: No Screens
  • Diversity & Equal Employment Opportunity: No Screens
  • Human Rights: No Screens
  • Labor Relations: No Screens

Governance

  • Board Issues: No Screens
  • Executive Pay: No Screens

Products

  • Alcohol: No Investment
  • Animal Welfare: No Screens
  • Defense/Weapons: No Investment
  • Gambling: No Investment
  • Tobacco: No Investment

Other

  • Other/Qualitative: AGF Global Sustainable Growth Equity mandate seeks out solution providers to sustainable issues within all sectors. We take a thematic approach to investing , seeking opportunities in four broad themes – Energy & Power Technologies, Water & Wastewater Solutions, Waste Management & Pollution Control, and Environmental Health & Safety.
  • 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
  • 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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