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
Jeff N. Reed, CFA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 2004
John R. Mowrey, CFA
Executive Managing Director, Chief Investment Officer, Senior Portfolio Manager/Analyst
Industry start date: 2007
Thomas Oliver, CFA, CPA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 1995
J. Garth Reilly
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 2005
Risk Considerations
Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its assets as intended.
Issuer Risk: The portfolio will be affected by factors specific to the issuers of securities and other instruments in which the portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers.
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small, medium, or large-sized companies may enhance that risk.
Foreign & Emerging Markets: Investing in foreign securities, especially in emerging markets, subjects the portfolio to additional risks such as increased volatility, currency fluctuations, less liquidity, and political, regulatory, economic, and market risk.
Sustainable Investing: Because the portfolio focuses on investments in companies that the Manager believes exhibit strong environmental, social, and corporate governance records, the portfolio's universe of investments may be smaller than that of other portfolios and broad equity benchmark indices. ESG factors may not be considered for every investment decision and there is no guarantee that the integration of ESG factors will result in better performance.