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

Top 10 Holdings

as of 9/30/2021

ALPHABET INC CLASS A (GOOGL)

MICROSOFT CORP (MSFT)

VISA INC CLASS A (V)

BLACKROCK INC (BLK)

STARBUCKS CORP (SBUX)

ACCENTURE PLC CLASS A (ACN)

THE HOME DEPOT INC (HD)

ADOBE INC (ADBE)

PROCTER & GAMBLE CO (PG)

TEXAS INSTRUMENTS INC (TXN)