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Energy Resilience

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Energy Resilience

Energy Resilience

The energy transition is a fundamental shift in how energy is produced and consumed—moving toward systems that are more diversified, more resilient, and better suited to an increasingly electrified future. Focused on this transition, the Glenmede Energy Resilience Strategy invests in companies committed to resilient energy.

We believe strengthening the U.S. energy system to ensure reliable, consistent energy delivery will be essential in the years ahead.

 

Investment Objective

We seek to create a thematic portfolio invested in undervalued, higher-quality stocks, with company-specific catalysts seeking to outperform the benchmark over a full market cycle. We seek to identify and evaluate direct drivers and indirect contributors to the energy transition.

For information on the mutual fund, click here.

Investment Universe

  • Screen companies based on sector-specific, energy transition-related metrics.
  • Leverage proprietary ranking system to evaluate companies with strong long-term potential.

Qualitative Overlay

  • Conduct robust analysis in partnership with thematic research specialists and includes review of companies’ business models, market positioning, and thematic relevance.

Quarterly Rebalances

  • Implement a collaborative process to reassess risk and ensure the portfolio continues to both capture the investment theme and maintain Glenmede’s investment discipline.

Universe

  • Russell 1000 Index

Benchmark

  • Russell 1000 Index

Operating Target

  • Typically 45-60 holdings
  • Initial position maximum: 1.5%
  • Existing position maximum: 4.0% for any security
  • Fully invested: Typically <1% cash

Constraints

  • Sector: +/– 3% vs. the benchmark
  • Industry group targets: +/– 2% vs. the benchmark

Vehicles

Our Process

Sustainable Investing Affiliations

The Russell 1000 Index is an unmanaged, market value weighted index, which measures performance of the largest 1,000 companies in the market.

The S&P 500 Index consists of 500 widely held common stocks. This unmanaged index is a total return index with dividends reinvested. One cannot invest directly in an index.

This website is for informational purposes only. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing. For additional information regarding risks and about the firm, please refer to Related Literature and Disclosures.

This website is for informational purposes only and is not a solicitation for any product or service. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing.

As of 6/30/25
QTD
YTD
1 Year
3 Year
5 Year
10 Year
Since Inception
Inception Date
Energy Resilience (gross)
5.92 %
1.29 %
7.21 %
12.89 %
12.36 %
9.66 %
8.64 %
12/31/2001
Energy Resilience (net)
5.72 %
0.92 %
6.42 %
12.05 %
11.53 %
8.84 %
7.83 %
12/31/2001
Russell 1000 Index
11.11 %
6.12 %
15.66 %
19.59 %
16.30 %
13.35 %
9.64 %
12/31/2001
As of 6/30/25
QTD
5.92 %
YTD
1.29 %
1 Year
7.21 %
3 Year
12.89 %
5 Year
12.36 %
10 Year
9.66 %
Since Inception
8.64 %
Inception Date
12/31/2001
As of 6/30/25
QTD
5.72 %
YTD
0.92 %
1 Year
6.42 %
3 Year
12.05 %
5 Year
11.53 %
10 Year
8.84 %
Since Inception
7.83 %
Inception Date
12/31/2001
As of 6/30/25
QTD
11.11 %
YTD
6.12 %
1 Year
15.66 %
3 Year
19.59 %
5 Year
16.30 %
10 Year
13.35 %
Since Inception
9.64 %
Inception Date
12/31/2001
For mutual fund performance, click here.

The Russell 1000 Index is an unmanaged, market value weighted index, which measures performance of the largest 1,000 companies in the market. One cannot invest directly in an index.

Performance quoted is past performance and is not a guarantee of future results. Products have fees that reduce their performance, indexes do not.

Investors cannot invest directly in an index.

Glenmede Investment Management, LP claims compliance with the Global Investment Performance Standards (GIPS®).

GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

Glenmede Investment Management, LP, a registered Investment Advisor, is an affiliate of the Glenmede Trust Company, NA (GTC). The “Firm” is defined as all investment advisory accounts managed by Glenmede Investment Management LP. Effective January 1, 2007, the Investment Product Management Group of GTC became Glenmede Investment Management, LP. All performance prior to January 1, 2007, shown here as the performance of GIM, was previously reported as the performance of the Investment Product Management Group of the Glenmede Trust Company.

All of the composites’ valuations and returns are computed and stated in U.S. Dollars. Net numbers are net of max allowable management fee for this strategy. Additional information regarding the Company’s policies for valuing portfolios, calculating performance and preparing compliant presentations, is available upon request. A GIPS® compliant presentation, as well as a complete list of firm composites and performance, can be requested from GIM Client Service at 215.419.6662. Please see the GIPS® presentation for further explanation.

This website is for informational purposes only and is not a solicitation for any product or service. GIM products are actively managed and their characteristics will vary. All investment has risk, including the risk of loss of principal. There can be no assurance that efforts to manage risk or to achieve any articulated investment objective will be successful. An investor should consider investment objectives, risks, charges and expenses carefully before investing.