WellsCap integrates ESG research into our investment process as philosophically, we believe it contributes to our ability to manage risk more holistically and generate sustainable, long-term returns for our clients. WellsCap views ESG criteria as an important set of factors among many that should be evaluated and incorporated by our investment teams to inform investment decisions. We believe that ESG issues can have an impact on investment performance and have financial consequences; likewise, we believe that a better understanding of ESG risk factors can help protect against downside risk and contribute to long term risk-adjusted returns.
We are able to incorporate client ESG screening requests provided that they do not substantially impact the ability to effectively deliver expected investment outcomes to the client. As such, each independent investment team carefully review clients' guidelines to ensure that they can invest within their style, given the clients' restrictions.