Saturna Capital has been investing responsibly through a faith-based lens for 30 years, placing a primary emphasis on social and governance considerations. As responsible/sustainable investing has evolved, so has our approach: we view the consideration of environmental, social, and governance (ESG) factors as essential in forming portfolios of high-quality companies that are better positioned to reduce risk and identify opportunities. By examining material ESG factors in conjunction with overall financial performance metrics, we believe the added due diligence better serves the interest of clients by driving long-term performance.
Saturna Capital’s screening process excludes firms engaged in tobacco, alcohol, pornography, pork, and gambling. We positively screen for issuers with low environmental, social, and governance risk profiles – which, in addition to material and non-financial ESG considerations, includes firms that show management stability, low debt, strong balance sheets, high quality operations, and long-term focus.
Saturna’s Amana equity funds, Sustainable Bond and Sustainable Equity Funds support the divestment campaign by avoiding ownership of the largest hydrocarbon asset holding firms as identified by well recognized low carbon indexes