angle-left null Carbon Efficiency

Carbon Efficiency

Passive Equity US ESG
  • Benchmark Russell 3000® Index
  • Inception Date October 2014

Strategy Overview

The strategy provides a diversified, transparent, and cost-effective approach to low-carbon ESG investing. It seeks to provide broad equity exposure while supporting companies that have made strides towards being environmentally responsible and minimizing investment in companies with high carbon emissions. Our proprietary Carbon Intensity and Carbon Readiness scores drive the reward and penalty system that evaluates companies for both their present carbon footprint and their preparation for managing their footprint in the future. The strategy can be customized to client-specific risk tolerances and desired levels of de-carbonization. Finally, the strategy integrates engagement as part of the investment process through integrated proxy voting policies, signatory initiatives and one-on-one outreach.

Please note that all investment strategies involve risk.

PAST PERFORMANCE IS NOT NECESSARILY INDICATIVE OF FUTURE RESULTS.