Sustainable Leaders Strategy

Overview

The Sustainable Leaders strategy focuses on companies with favorable Environmental, Social, and Governance (ESG) characteristics and low industry-specific risks to construct a portfolio of primarily large-capitalization stocks with sustainable competitive advantages, durable business models and strong management teams. The investment process is driven by bottom-up security selection, which is designed to produce a low turnover portfolio that combines growth and value styles, with risk and return characteristics similar to the MSCI KLD 400 Index.

Strategy Benchmark

MSCI KLD 400 Social Index

Strategy Manager

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Anne T. Durkin, CFA

Investment Industry Experience:

28 years