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Environmental. Social. Governance.

Introducing our new U.S. Sustainability Moat Focus Portfolio designed with a competitive edge.

"ESG concerns are an increasingly important issue for clients and the financial planning process. With our ESG strategies, we help investors meet their financial goals in a way that aligns with their values."

Invest in the change you want to see in the world

We define sustainable investing as a long-term approach that incorporates environmental, social, and/or governance (ESG) factors into the investment process.

Investing with a dual purpose

ESG isn’t just about saving trees. ESG factors can help you achieve your financial goals and sustainable goals.

Managed Portfolio

The Cost of Climate Change

By 2050, temperatures are predicted to rise 2°C and the cost of climate change to around 3% of global GDP.1
Managed Portfolio
Managed Portfolio

Return on Impact

The global push to reduce impacts on the environment also has created opportunities for companies to develop and widen their economic moats. 2

Making ESG a priority

Morningstar Sustainability Rating

Morningstar Sustainability Rating

Our data set contains more than 75 ESG metrics, including the Morningstar Sustainability Rating Morningstar TM for 36,000 funds, as well as data points to screen for ethical issues.
Sustainalytics - A global leader in ESG research

Sustainalytics - A global leader in ESG research

We leverage Sustainalytics, subsidiary of Morningstar, Inc., to ensure that our ESG-managed portfolios are informed by quality data and insight.
Diversified Exposure to Sustainability

Diversified Exposure to Sustainability

We diversify our ESG approach by investing across a variety of ESG strategies to provide an all-in-one portfolio rather than focusing on an isolated ESG issue.

Start investing sustainably

Our ESG portfolios are designed to invest in your financial and sustainable future.