Sustainable Investing Philosophy

Where our Investment Expertise Intersects with Your Values

Globally, flows into sustainable funds remained positive in 2023; they gathered US$63 billion last year (1) as business leaders continued to focus on how certain issues impact not just their financial bottom line,but their company reputation, risk exposure and management, and corporate value. Sustainability will continue to become deeply embedded in the financial foundations of companies in 2024; there is growing recognition that the incorporation of sustainability, financial stability and business strategy are not opposing goals but are fundamentally intertwined. More than half of individual investors, or 54%, ‘plan to increase’ their sustainable investments in the coming year; 77% ‘are interested’, and 84% ‘are very or somewhat interested’ in sustainable investing,according to the Morgan Stanley Institute for Sustainable Investing(2).For clients interested in exploring sustainable investing, SSCA has developed methodology for researching, tracking,and reporting on customized, sustainable portfolios.

(1) ESG Investor, January 26, 2024.

(2) “Sustainable Signals Understanding Individual Investors’Interests and Priorities”January 2024,Source: Morgan Stanley Institute for Sustainable Investing.

SSCA ESG Approach

We seek competitive investment returns from companies that can contribute to and benefit from sustainable, global growth. 

We apply a set of socially conscious standards that focuses on the long-term sustainability and ethical behaviors of a company.

SSCA PROCESS

Clients fill out our proprietary Sustainable Investment Questionnaire using thematic criteria to determine their ESG intentions and objectives.

SSCA Investment Screening

We analyze these results and determine the amount of ESG themes to include or exclude in their portfolio. 

Sample themes we have Included:

Environmental

• Renewable energy

• Environmental management

• Reducing fossil fuels

• Commitment to standardized environmental reporting

Social

• Transparency on workplace issues

• Strong ratings under the Community Reinvestment Act

• Labor, employment, and human rights

• Responsible pricing and marketing practices

Governance

• Diversity

• Board oversight

• Sustainability reporting

• Zero engagement in egregious activities, such as extortion, bribery, or corruption

Sample themes we have Excluded:

• No guns

• No fossils fuels

• No tobacco

• No child labor

• No discrimination

Financial goals

Throughout the process, risk management and capital preservation are balanced with the aim to grow assets and generate returns.

We look forward to working with you to align your values with your investments.