Since our founding, GH&A has included environmental, social and governance (ESG) considerations in our investment philosophy. Our philosophy is nuanced and proactive and has evolved beyond negative screening processes. These factors are incorporated considerations in our portfolio construction, investment decision-making, investment analysis and due diligence.
GH&A’s investing policy seeks to incorporate ESG and responsible investing (RI) trends and metrics across our high-quality universe within our top-down macro framework. We continually evaluate corporate securities on their current ESG/RI initiatives and policies and evaluate their measurable improvement and implementation of these initiatives.
Negative Screening: Includes corporate liquidity criteria, ratings criteria, and the Firm’s long-standing exclusion of corporates with material ESG deficiencies
Positive Screening: Firm’s proprietary ESG overlay; quantitative scoring method of criteria including, but not limited to, sustainability, transparency, ESG risks and opportunities, governance, and integration