ESG factors are integral to our investment process.
Thornburg’s fundamental research framework fully integrates material ESG factors that can influence investment return and risk.
We believe that environmental, social and governance (ESG) issues influence investment risk and return, and, therefore, we seek to incorporate ESG factors that materially impact the investment outcome within our proprietary fundamental investment process.
Assess Material ESG Factors
We seek a deep understanding of financially material ESG factors and their integration into the risk and return framework.
We utilize a mosaic of sources, including the company’s primary materials, engagement with management teams, and/or independent third-party analysis.
Manage Stewardship Plan
As active managers we use a variety of tools in our stewardship practices, from direct engagement to using our voice in proxy voting.
We focus on constructive dialogue with companies, believing that building trust allows us to achieve the most productive change.
Investment Process with ESG Integrated
We evaluate material ESG risks and opportunities for each company
within the essential, relevant sector and industry context.