ESG Global Equity
ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.
Strategy Overview
ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital.
Investment Process
ESG Global Equity is designed to address the risks and opportunities created by the increasing constraints on natural capital. Since 1999, we have searched the globe for companies that meet a dual mandate: environmental leadership and financial quality. Our rigorous selection criteria is fossil fuel free and integrates financial and ESG (environmental, social, and governance) research to seek high quality growth companies at a reasonable price, resulting in an equity portfolio that seeks positive risk-adjusted return.
Contact Information

Tom Simunovic
ESG Investment Strategy Specialist and Relationship Manager
Portfolio Managers

Matthew W. Patsky, CFA
Lead Portfolio Manager

Laura McGonagle, CFA
Portfolio Manager

John Quealy, CPA
Portfolio Manager

Patrick Wollenberg, CEFA
Portfolio Manager
Benchmark
MSCI ACWI
Inception Date
1999
Strategy Assets
$1,009.1mm
Holdings
70-150
% Top 10 Holdings
21.5%
Initial Position Size
0-5%
Annual Turnover
12-30%
Portfolio
Equity Characteristics
as of 3/31/22
ESG Global Equity
MSCI ACWI
ROIC (latest quarterly)
19.82%
17.26%
Operating Margin
23.58%
21.60%
LT Debt/Capital
44.53%
44.02%
Sales Growth (5yr growth)
9.39%
11.71%
Market Capitalization
(weighted avg. billions)
(weighted avg. billions)
$386.60
$415.40
Dividend Yield
1.73%
2.31%
Price/Earnings (FTM EST)
19.3x
16.3x
Sector Allocations vs. Benchmark
as of 3/31/22
ESG Global Equity
MSCI
ACWI
ACWI
Information Tech.
22.2
22.4
Industrials
13.7
9.5
Financial Services
14.9
14.6
Healthcare
11.4
11.9
Consumer Discretionary
11.2
11.7
Consumer Staples
8.4
6.9
Materials
5.6
5.0
Comm. Svcs.
5.0
8.1
Real Estate
3.2
2.7
Utilities
2.9
2.9
Energy
0.0
4.3
Sector Allocation, Equity Characteristics and Top Holdings based on a representative account as of 3/31/2022 and exclude cash.
Top Ten Countries
as of 3/31/22
ESG Global Equity
MSCI
ACWI
ACWI
United States
51.5
61.4
France
5.6
2.5
Japan
4.5
5.4
United Kingdom
4.5
3.2
Switzerland
4.2
2.6
Ireland
3.9
0.2
Germany
2.6
2.0
Denmark
2.3
0.7
Spain
2.0
0.6
Sweden
1.7
0.8
Performance
As of 3/31/22
QTR
YTD
1 Year
3 Year
5 Year
10 Year
Inception
(1/1/2007)
(1/1/2007)
Gross of Fees
-9.4%
-9.4%
7.6%
17.7%
15.6%
12.4%
8.8%
Net of Fees
-9.6%
-9.6%
6.9%
17.0%
14.9%
11.7%
8.1%
MSCI ACWI NR
-5.4%
-5.4%
7.3%
13.8%
11.6%
10.0%
6.6%
Annualized returns for the ESG Global Equity composite through 3/31/2022. Time periods less than one year are not annualized. Composite inception is 1/1/2007 for the ESG Global Equity composite. Please see important performance disclosures at the bottom of this page. Composite assets are $1,009.1 billion as of 3/31/2022.
Environmental Impact & Analysis
Documents
GIPS COMPLIANT PERFORMANCE COMING SOON
Additional Information