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ESG Investing

At Glenmede Investment Management we aim to produce superior risk-adjusted returns for our clients. To do so, we seek to incorporate environmental, social and governance (ESG) information, — where material — as part of our investment strategies. Our ESG investing capabilities also allow us to offer several strategies which take a more pronounced view on ESG as part of the investment process. In addition, we work with clients to design customized portfolios with focused strategies to meet investors’ ESG priorities.

GIM's ESG Policy Document Mutual Fund Shareholder Engagement Policy

Strategy Offerings

As a Signatory of the United Nations-supported Principles for Responsible Investment, Glenmede is committed to a culture of continuous improvement that promotes sustainable investments by including environmental, social and governance factors in investment decisions where financially material. We are dedicated to advancing the field through research; building expertise, capabilities and investment solutions; and evolving our shareholder engagement efforts. Our ESG offerings span multiple approaches that utilize ESG information as a means to maximize risk-adjusted return, as indicated in the ESG investing spectrum and the associated strategy listings below.

ESG Integrated

Explicit consideration of material ESG factors in the traditional investment decision-making process

ESG Mandated

Use of ESG screens to avoid companies with poor ESG criteria and/or tilt toward companies with strong ESG characteristics

Thematic

Dual goal to achieve measurable environmental or social impact and market-rate returns

  • Summary

    Literature

    We believe combining a disciplined blend of proprietary multifactor models and downside risk screens into a benchmark-agnostic portfolio of large cap growth stocks can achieve long-term performance.

    The strategy integrates top-down and bottom analysis to target +/-2% of industry group weightings relative to the benchmark. With a continuity of the senior Large Cap Core team since the strategy’s inception, it is uniquely positioned to avoid bias toward expensive stocks.

    With quantitative discipline and fundamental insight, we construct benchmark-agnostic portfolios of large cap stocks. Proprietary, sector specific models utilize factors based on fundamentals that drive performance to achieve long-term results.

    Managers seek to construct a benchmark-agnostic portfolio of small cap stocks with a disciplined blend of proprietary multifactor models and downside risk screens that we believe can help achieve long-term performance.

    The strategy’s investment philosophy is focused on constructing a benchmark-agnostic portfolio of non-U.S. stocks with a disciplined blend of proprietary, diversified models for each country and sector. Its competitive edge is derived from key attributes such as its focus on superior upside and downside capture.

  • Summary

    Literature

    The strategy is focused on constructing a portfolio of large cap stocks, using positive and negative screens based on ESG rankings, integrated with proprietary multifactor models. Our disciplined process creates and consistently maintains a strategy with favorable attributes relative to the benchmark index.

    Our disciplined process employs a quantitative discipline based on fundamental insights. Managers construct benchmark-agnostic portfolios of large cap stocks, using environmentally sensitive screens with proprietary multifactor models in order to achieve superior long-term performance.

    The investment philosophy is focused on socially responsible large cap stocks to construct a benchmark-agnostic portfolio with proprietary multifactor models. Our disciplined process emphasizes favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators.

    Managers employ a quantitative discipline based on fundamental insights that seeks to construct a well–diversified large cap portfolio of carbon-free stocks. In using environmental screens and constructed with proprietary multifactor models, we believe the strategy may achieve superior long-term performance.

  • Summary

    Literature

    Our team employs a quantitative discipline based on fundamental insights in constructing a benchmark-agnostic portfolio of large cap stocks with significant female representation in leadership and favorable gender equality attributes. Our disciplined process consistently maintains a strategy with favorable attributes relative to the benchmark index utilizing unique stock ranking models for each sector, downside risk screens and leading industry group indicators.

Glenmede’s ESG Investing Affiliates

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