Actively managed ESG strategies

ESG investing is the consideration of environmental, social, and governance factors alongside financial factors in the investment decision-making process. These fundamental considerations have been the cornerstones of our investment philosophy from the beginning. Our experienced ESG specialists aggregate a list of the best managers in the industry across asset classes to construct a well-balanced portfolio.

 

Collaboration Asset Management’s investment team aggregates selected securities through a disciplined portfolio construction methodology that combines both fundamental and quantitative securities analysis. We seek to maximize returns while keeping the risk profile in line with the benchmark and strategy objectives.

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Our established strategies

have demonstrated track records

With a track record of over 5 years for the US strategy and 4 years for the global strategy, our funds have demonstrated the ability to keep pace with traditional benchmarks, often outperforming, while adhering to ESG considerations.

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Launched in 2014, the US ESG Strategy invests in US public equity securities utilizing the specialties of clean technology, environmental stewardship, water-related investments, ESG integration, and shareholder engagement.
 

Broadly diversified across approximately 50 securities, the Strategy targets an annualized tracking error of approximately 3% against the

benchmark Russell 1000 Index.

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Launched in 2015, the Global ESG Strategy invests in Global public equity securities utilizing the specialties of clean technology, environmental stewardship, water related investments, ESG integration, and shareholder engagement.

Broadly diversified across approximately 100 securities, the Strategy targets an annualized tracking error of approximately 3% against the benchmark MSCI World Index.