NFJ Global Sustainability SMA
NFJ Global Sustainability SMA

Resources
Investment Objective
- To generate attractive long-term competitive returns and to have a positive societal benefit by considering environmental, social, and corporate governance (ESG) criteria
- To invest in high-quality companies considered best-in-class both in ESG practices and financial fundamentals, diversified among sub-industries
Investment Philosophy
NFJ's sustainable investment approach is rooted in the belief that incorporating financially material ESG considerations should lead to long-term outperformance and help reduce risk exposures, while contributing to a more sustainable economy and society. The investment team's disciplined approach combines quantitative screens and proprietary ESG ratings with investing at the intersection of valuation, shareholder yield, and quality.
Investment Partner
NFJ Investment Group, LLC
NFJ Investment Group (NFJ) is a global value equity manager with a rich heritage and deep roots in Dallas, Texas, dating to 1989. NFJ is unwavering in its commitment to investing at the intersection of value, quality, and shareholder yield, seeking to identify companies with low market expectations and the strongest prospects for returning capital to shareholders.
Learn more about NFJ Investment Group, LLC
Investment Professionals

R. Burns McKinney, CFA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 1996
Start date as fund Portfolio Manager: 2022

Jeff N. Reed, CFA, FDP
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 2004
Start date as fund Portfolio Manager: 2022

John R. Mowrey, CFA
Executive Managing Director, Chief Investment Officer, Senior Portfolio Manager/Analyst
Industry start date: 2007
Start date as fund Portfolio Manager: 2022

Thomas Oliver, CFA, CPA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 1995
Start date as fund Portfolio Manager: 2022

J. Garth Reilly
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 2005
Start date as fund Portfolio Manager: 2022