In February 2018, Boston Partners signed the UN Principles for Responsible Investment (PRI) and established the Sustainability and Engagement Team (the “Team”). The Team is led by Bill Butterly, Head of Sustainability and Engagement, and includes ESG analysts Haley Shaw and Marissa Marandola.
For investors seeking to maximize potential returns while incorporating comprehensive sustainability standards at the same time, Boston Partners offers the Dynamic Sustainability Strategy. All securities held by Boston Partners’ Dynamic Sustainability Strategy must pass stringent ESG standards while also meeting the same rigorous fundamental financial analysis required for all Boston Partners’ holdings. That is why these securities are also held in one or more of Boston Partners’ other investment strategies.
In addition to using third party research to help define and filter the universe of available investments for the Dynamic Sustainability Strategy, Boston Partners’ Sustainability Team engages in its own in-depth proprietary research.
Our analysis focuses on ESG risk in the following areas:
Importantly, the Team engages with issuers on deficiencies found through its proprietary research as we believe that proactive dialogue often serves as a strong complement to utilizing external ESG ratings on issuers. Additionally, we will engage with issuers following each proxy vote against management. We are able to manage client-specific restrictions in a customized mandate. Boston Partners currently manages over $10 billion in assets with social screened guidelines (as of 06/30/2020).
DOWNLOAD DOCUMENTS
ESG Monthly Archive
Click on a link below to access our monthly archive of Engagement and Sustainability reports.
ESG Policies
Click on the links below to access the ESG Policy and Proxy Policy
UN PRI Assessment Report and Transparency Documents
Click on the links below to access
Archives for Engagement and Sustainability