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ESG & Responsible Investing
ESG & Responsible Investing
Great Lakes Advisors believes that incorporating environmental, social, and governance (ESG) information into the investment process has a positive impact on portfolios over time. By identifying relevant ESG factors and evaluating a company’s performance on those, we are able to make better, more well-informed investment decisions with the aim of improving risk-adjusted returns.
ESG Issues That May Impact Investment Performance
Some of our first clients hired us for our expertise in Responsible Investing. Over time, we have evolved our expertise from negative screening to also include positive values-based screening. Our portfolio management teams can customize ESG and Responsible Investing strategies to meet the unique needs of each client.
Positive and Negative Investment Screens
Religious
- Catholic
- Christian Values
- Baptist
- Methodist
- UCC
- Jewish/Pro-Israel
- Muslim/Shariah
- Buddhist
Values
- Gender Equality
- LGBT Community Rights
- Labor-Friendliness
- Children & Family
- Animal Welfare
- Healthcare
- Racial Diversity
- Human Rights
Targeted Environmental
- Fossil Fuel Free
- Clean Energy
- Clean Water
Disciplined Equity
We systematically incorporate ESG concerns into our quantitative investment process for the following strategies:
- SMidCap ESG
- SMidCap Animal Welfare
- LargeCap ESG
- LargeCap Catholic Values
- LargeCap Clean Energy (Fossil Fuel Free)
- Customized Religious, Values-Based, and Environmental Solutions
Fundamental Equity
We integrate material ESG factors into our fundamental research process through our ESG scorecard for the following strategies:
- Small Cap
- Large Cap Value
- Customized Religious, Values-Based, and Environmental Solutions
Fixed Income
Customized Religious, Values-Based, and Environmental Solutions.
Great Lakes Advisors, LLC (“Great Lakes” or “GLA”) is an investment advisor registered with the Securities and Exchange Commission under the Investment Advisors Act of 1940. Established in 1981, Great Lakes is a subsidiary of Wintrust Financial Corporation and a part of the Wintrust Wealth Management family of companies. On October 1, 2013, majority owned subsidiary Advanced Investment Partners, LLC (“AIP”) became fully-owned and integrated into Great Lakes. Great Lakes is a distinct business unit with distinct investment processes and procedures relating to the management and/or trading of investment portfolios for its clients.
Great Lakes Advisors, LLC claims compliance with the Global Investment Performance Standards (GIPS® ). A complete list of firm composites and performance results, and the policies for valuing portfolios, calculating performance, and preparing GIPS compliant presentations are available upon request by calling 312-553-3700. Great Lakes Advisors, LLC’s fees are available upon request and may be found in our Form ADV Part 2A.