Mark Dove, Junior Credit Portfolio Manager
Fraser Lundie CFA, Head of Credit and Lead Portfolio Manager
Michael Viehs, Head of ESG Integration
Mitch Reznick CFA, Head of Research and Sustainable Fixed Income
Financial markets have seldom been more interested in ESG, sustainability and stewardship than they are today. While this is fundamentally a positive trend that we believe will come to define financial markets in the future, it also makes it difficult for prospects and existing clients to distinguish asset managers who integrate ESG, sustainability and stewardship in a genuine fashion from those who consider it to be a box-ticking exercise that makes for good marketing.
In this paper, we outline our credit team’s ESG and engagement integration philosophy, and how the team is working to authentically integrate ESG into every step of its investment process.
An asset class at a crossroads: reshaping credit through ESG
Past performance is not a reliable indicator of future performance.