What is ESG?

At Bartlett, the process of ESG Investing includes seeking companies whose corporate philosophy, products and services focus on sustainability and align with our clients’ values.

  • Environmental – Looks at how a company performs as a steward of the natural environment including a focus on energy efficiency and sustainable water usage.
  • Social – Examines how a company manages relationships with its employees, suppliers, customers and the communities where it operates. Examples include labor rights and diversity initiatives.
  • Governance – Deals with a company’s leadership, executive pay,audits and internal controls and shareholder

A Refreshed Approach to Environmental, Social, Governance Investing

The integration of ESG criteria in the investment process has evolved significantly from its origins known as Socially Responsible Investing(SRI). Bartlett began offering a client-driven approach to SRI in 1977, in response to the needs of our clients, especially religious organizations. Today, ESG investing has increased in popularity and sophistication.

ESG Portfolio Management at Bartlett is a dynamic process. Bartlett has a dedicated team who screens “best-in-class” investment opportunities based on our clients’ concerns. The objective is to identify superior funds with below-average expenses within desired market sectors, all while creating a portfolio that aligns with our clients’ values.

Recognizing that the goals of our clients are varied and unique, we continually research and analyze investment solutions which support those objectives. ESG addresses the growing interest of our clients in successfully integrating environmental, social and governance issues into their portfolios.