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Small Cap Value

Value oriented portfolio of small cap equity holdings

Small-Mid Cap Value

Value oriented portfolio of small-mid cap equity holdings

Mid Cap Value

Value oriented portfolio of mid cap equity holdings

Large Cap Value Select

Value oriented portfolio of large cap equity holdings

Dividend All-Cap Value

Value oriented portfolio of all cap equity holdings paying high and growing dividend yields

Focused Absolute Value®

Value oriented portfolio of all cap equity holdings

July 1, 2019

Responsible Investing

Matthew W. Sherwood and Julia Pollard

The authors provide a comprehensive review of the history, motivations, and academic support for ESG investing and its many iterations (e.g. impact, sustainable, socially responsible, and mission-related investing). Despite a lack of universally accepted standards, the industry has grown to account for more than a quarter of professionally managed assets around the world. The growth seems likely to continue as an increasing number of corporations disclose ESG information, active managers and independent third-party providers like Sustainalytics incorporate the new information, and both active and passive investment providers offer an increasing number of ESG investment options. Active asset managers have a unique opportunity to customize their investment process through optimization and/or other qualitative/quantitative methods to accommodate the growing demand.

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