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Responsible ESG U.S. Equity

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Responsible ESG U.S. Equity

Investment Objective

Above-benchmark long-term performance through capital appreciation.

We seek to create and consistently maintain 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. This strategy is managed in an effort to invest in companies with favorable environmental characteristics and to exclude companies with poor environmental ratings.

Key Tenets of Our Approach

Key 1

Proprietary, multi-factor stock selection models including environmental metrics for each sector

Key 2

Downside risk screens (e.g. earnings surprise indicators, quality of earnings)

Key 3

Leading industry group indicators, integrating top-down and bottom-up metrics

Universe

  • Russsell 1000 Index
  • S&P 500 Index

Benchmark

  • Russell 1000 Index

Operating Target

  • Typically 70-100 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

  • Separately Managed Accounts
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.

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Fact Sheet

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Commentary

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Responsible ESG U.S. Equity
Fact Sheet
Commentary

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 6/30/26
QTD
YTD
1 Year
3 Year
5 Year
10 Year
Since Inception
Inception Date
Responsible ESG U.S. Equity (gross)
17.23 %
19.75 %
31.85 %
18.44 %
10.58 %
13.77 %
13.60 %
12/31/2015
Responsible ESG U.S. Equity (net)
17.07 %
19.36 %
30.94 %
17.59 %
9.77 %
12.94 %
12.77 %
Russell 1000 Index
15.14 %
10.33 %
22.02 %
20.47 %
12.66 %
15.30 %
14.92 %
Responsible ESG U.S. Equity
As of 6/30/26
QTD
17.23 %
YTD
19.75 %
1 Year
31.85 %
3 Year
18.44 %
5 Year
10.58 %
10 Year
13.77 %
Since Inception
13.60 %
Inception Date
12/31/2015
As of 6/30/26
QTD
17.07 %
YTD
19.36 %
1 Year
30.94 %
3 Year
17.59 %
5 Year
9.77 %
10 Year
12.94 %
Since Inception
12.77 %
Inception Date
As of 6/30/26
QTD
15.14 %
YTD
10.33 %
1 Year
22.02 %
3 Year
20.47 %
5 Year
12.66 %
10 Year
15.30 %
Since Inception
14.92 %
Inception Date

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.

Characteristics
Responsible ESG
Number of Holdings 77
Active Share 91
Wtd Avg. Mkt Cap ($B) 120.7
P/E 15.6
P/B 3.2
ROE 19.9
EPS Growth (5 yr) 15.4
  • Number of Holdings
    9.21 77
  • Active Share
    9.21 91
  • Wtd Avg. Mkt Cap ($B)
    9.21 120.7
  • P/E
    9.21 15.6
  • P/B
    9.21 3.2
  • ROE
    9.21 19.9
  • EPS Growth (5 yr)
    9.21 15.4
Top Ten Holdings (%)
Applied Materials, Inc. 4.80
Intel Corporation 2.93
Hewlett Packard Enterprise Co. 2.87
ON Semiconductor Corporation 2.51
F5, Inc. 2.16
eBay Inc. 2.14
Amphenol Corporation Class A 2.10
Gilead Sciences, Inc. 1.96
Okta, Inc. Class A 1.87
Arista Networks Inc 1.78
Total 25.11
Sector Diversification (%)
Communication Services 9.21
Consumer Discretionary 9.49
Consumer Staples 4.27
Energy 3.00
Financials 10.75
Health Care 10.23
Industrials 8.26
Information Technology 35.65
Materials 2.28
Real Estate 2.92
Utilities 1.94
Cash 2.01
  • Consumer Discretionary
    9.21 9.49
  • Consumer Staples
    9.21 4.27
  • Energy
    9.21 3.00
  • Financials
    9.21 10.75
  • Health Care
    9.21 10.23
  • Industrials
    9.21 8.26
  • Information Technology
    9.21 35.65
  • Materials
    9.21 2.28
  • Real Estate
    9.21 2.92
  • Utilities
    9.21 1.94
  • Cash
    9.21 2.01

Data as of 6/30/2026. Portfolio characteristics and holdings are subject to change and are provided for informational purposes only. Holdings are not recommendations to buy or sell securities. See Important Disclosures and Definitions.

See Important Disclosures and Definitions.

Source: FactSet and Glenmede calculations, unless otherwise indicated.

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.

Portfolio holdings are subject to change and may not be representative of current or future investments. Past holdings are not indicative of future results.

Portfolio characteristics, including valuation metrics (P/E, P/B), return measures (ROE), growth rates, and Active Share, are based on third-party data and internal calculations and are subject to change. These metrics are not indicative of future performance.

Active Share: measures the percentage of stock holdings in a manager’s portfolio that differs from the benchmark index. It does not predict performance. Weighted Average Market Cap: total value of all outstanding shares weighted to reflect the portfolio’s positions. Price to Earnings (P/E): ratio of stock price to earnings. Price to Book (P/B): ratio of stock price to per share shareholders’ equity. Return on Equity (ROE): net income divided by equity. 5-Year EPS Growth: reflects annualized trailing five-year historical earnings growth. EPS Growth is not a forecast of future performance. This material is provided for informational purposes only and does not constitute investment advice or a recommendation to invest in any strategy or security.