Environmental, Social and Governance

ESG Index Investing Smart, Efficient Integration of ESG Criteria

  • We partner with clients seeking to achieve target levels of carbon reduction and/or ESG ratings, additional investment objectives such as alignment with the Paris Agreement, or climate mitigation and adaptation.
  • When integrating ESG, we balance between tracking error (risk) and sustainability objectives, leveraging the trading efficiencies from our index portfolio management platform.

Our Expertise

Our investment management business was founded on indexing. From introducing our first S&P 500 index fund in 1978 to launching the first exchange traded fund (ETF) in the US in 1993, there are few challenges our experienced portfolio management teams haven’t seen and can’t solve.


Breadth of Solutions

Addressing Climate Risk

Investors may want to consider climate risk due to concerns over future changes in the energy industry, costs related to the transition of businesses to cleaner operations, values related to sustainable issues or other reasons. Hear Jenn Bender, Ph.D., Head of Research for Global Equity Beta Solutions, discuss the wide range of options investors can use in their indexed portfolios to address climate change.


Our Asset Stewardship Program

Our stewardship program is designed to create long-term value for our clients. Through strong engagement, voting and thought leadership, we have seen companies respond to our calls to action to enhance diversity at the board level and improve disclosure on their sustainability practices.


Contact Us

To learn more about our ESG Solutions please contact your Relationship Manager.