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 our clients by driving long-term performance.
Saturna's screening process excludes firms engaged in tobacco, alcohol, exploitative media, 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 a long-term focus.
Saturna's Amana equity funds, Sustainable Equity and Sustainable Bond funds support the divestment campaign by avoiding investment in the energy extraction and refining industries.