Our approach to ESG investing is consistent with our broader consulting philosophy: Customized solutions are required to meet each institutional investor’s needs. We work with you to understand your investment objectives and to establish a sound fiduciary process for decision-making. In our experience, the definitions of ESG vary widely across organizations, depending on values and priorities. Implementation can take many forms, including factor integration into investment analysis, negative screens, themed strategies, carbon footprinting, and shareholder activism, which makes customization essential. Recent client projects related to ESG include:
Our ongoing research and education focuses on the impact on returns and risk mitigation from incorporating ESG factors. Specifically, we:
Also, our ESG Committee meets regularly to address relevant new issues in the space and communicates industry findings with clients and colleagues.
Callan regularly publishes blogs, white papers, and surveys on ESG, featuring the insights of Callan experts. Please take a few minutes to explore our latest publications.
Our ESG experts and in-depth research are often cited in industry and broad-reaching publications all over the globe. See the latest…
Incorporated ESG factors in 2018
Incorporated ESG factors in 2013
Reported Highest Rate of ESG Adoption
Lauren Mathias of Callan's Global Manager Research group discusses the Callan Connects program and her observations of the diverse and emerging manager space. (1:42 min)