Matarin's investment team was involved with/managed global equity strategies for 8 years at its prior firm, Invesco. In total, the Invesco Quantitative Strategies Group managed over $25B in assets. Matarin's three portfolio managers all hail from this group, and Stuart Kaye was in the Chief Investment Officer role on that prior team. Because of this legacy, Matarin's investment philosophy is an extension of the team's prior group, and our investment process, although it has evolved over time with new research insights and changing markets, also grows out of that prior discipline and bears similarities to it.
Matarin's investment team worked to find thoughtful and insightful ways to utilize information related to ESG to help investors improve their risk/return profile in our investment strategies. Today, we focus on 5 Pillars of Responsible Investing at Matarin: 1) ESG factor integration in our return forecasts, 2) ESG factor integration in our risk modelling, 3) ESG-focused proxy voting and engagement, 4) Customized negative screens, 5) Matarin’s own community engagement and social responsibility.