Our Approach to Sustainable Investing

 

Our Approach to Sustainable Investing

As a fiduciary and asset manager for over ninety years, we are committed to building a sustainable future for our global clients through research-driven investing and informed ownership.

Overview of Our Approach

  • Our Executive Committee provides leadership, strategic direction, and risk management to the firm.
  • Our Investment Committee empowers our investment teams to operate at peak performance.
  • Our Global Corporate Citizenship Committee serves as steward of our mission.

  • Investment teams across equities, fixed income, and municipal bonds conduct disciplined analysis of ESG factors.
  • Investment teams, in collaboration with the Investment Stewardship Team, engage with management of portfolio holdings on ESG factors.
  • Strategic Partnerships strengthen our focus on sustainability.

 

  • Our Quantitative Research team works with our investment teams to develop proprietary models and analytics to enable instructive ESG analysis.
  • Our Risk Management team produces risk reports that inform our investment decisions.
  • Our Digital and Transformation team maintains a scalable and reliable platform that allows us to leverage risk analytics utilizing modern, interactive functionality, and proprietary content integration.

ESG Milestones

* As of 12/31/21

** PRI is Principles for Responsible Investment. The PRI assessment is not an overall organizational score.
Please refer to Impact Through Strategic Industry Partnerships for more information on the PRI Assessment Report.

*** 2020-2021 Proxy season (July 1, 2020 - June 30, 2021).

† Based on analysis of asset managers with at least $100 billion in assets under management and voting at least 50 proposals each year.

‡ Percentages are not an indication of how well each asset class scored in ESG Risk Ratings, but simply the  percentage of securities that have been assigned a risk rating. As of 12/31/21.

US Financial Advisors

We help advisors, plan sponsors, and committees meet the needs of clients.


 

US Institutions and Consultants

We offer a range of Institutional investment strategies—each supported by a dedicated service team committed to delivering an exceptional client experience.

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Global Strategies for non-US Clients

We offer a range of products that provide non-U.S. resident investors and non-U.S. institutions with access to select Lord Abbett investment strategies.