Institutional investors are increasingly becoming aware of the potential impact that environmental, social and governance [ESG] factors can have on the performance of their equity portfolios. With increased risk stemming from climate change, increased influence of companies’ social practices on their customers’ purchasing behavior, and an increased focus on strong corporate governance, it is important to assess these factors when making portfolio investment decisions.

At FIS Group, we have developed an ESG product  that provides investors with access to talented entrepreneurial managers that incorporate ESG factors into their security selection process, some of which may include:

Environmental
Renewable Energy Usage
Carbon Emissions & Other Pollution
Resource Efficiency/Resource Depletion

Social
Diversity
Living Wage/Child Labor
Community Relations

Governance
Executive compensation/Say on Pay
Shareholder Rights
Staggered Boards

By providing investors with exposure to these managers, we are helping them to position their portfolios for future success.

• FIS Group Large Cap ESG Strategy

For performance information please contact Claudette Grant (CGrant@fisgroup.com) in our Marketing & Client Service department.