Environmental, social, and governance (ESG) factors are fully integrated into the William Blair Global Equity team’s investment process, playing an integral role in how the team evaluates the long-term growth opportunities and risks for companies, says Blake Pontius, CFA, portfolio specialist, and Romina Graiver, portfolio specialist.

Watch the video or read the recap below.

 

Pontius: In many ways our core investment philosophy and process have been naturally aligned with environmental, social, and governance (ESG) factors—in particular, strong corporate governance, which has really played a key role in our assessment of management quality. More recently, we’ve been focusing on environmental and social factors.

Graiver: ESG is fully integrated into our investment process so it’s really part and parcel of how we evaluate the long-term growth opportunities and risks for companies. Part of that integration of ESG in our investment process is really having this objective data and these subjective inputs as well from analysts, and it’s all available and integrated in our research platform, Summit.

Pontius: ESG considerations are part of our fundamental research process, informing our discussions with management beyond traditional financial factors.

Graiver: There is also an opportunity cost of a subpar corporate governance—allocation of resources and capital, and actually lack of diversity, for instance. And that’s why it’s important to pay attention and look at these ESG factors and the records of companies on ESG. And that’s why we look at ESG as an additional lens that complements the financial analysis and gives us a more holistic view of companies, risk, and opportunities, and the sustainability of future returns.

Blake Pontius, CFA, and Romina Graiver are portfolio specialists on William Blair’s Global Equity team.

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Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus and summary prospectus, which you may obtain by calling +1 800 742 7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2019 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

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Please carefully consider the Funds’ investment objective, risks, charges, and expenses before investing. This and other information is contained in the Funds’ prospectus and summary prospectus, which you may obtain by calling +1 800 742 7272. Read the prospectus and summary prospectus carefully before investing. Investing includes the risk of loss.

Any statements or opinions expressed are those of the author as of the date of publication, are subject to change without notice as economic and markets conditions dictate, and may not reflect the opinions of other investment teams within William Blair Investment Management, LLC or the Investment Management Division of William Blair & Company, L.L.C.

This content is for informational and educational purposes only and not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Factual information has been taken from sources we believe to be reliable, but its accuracy, completeness or interpretation cannot be guaranteed. Investments are subject to market risk. Forecasts, estimates, and certain information contained herein are based upon proprietary research and should not be interpreted as investment advice, as an offer or solicitation, nor as the purchase or sale of any financial instrument. Statements concerning financial market trends are based on current market conditions, which will fluctuate.

William Blair does not provide legal or tax advice. Please consult your tax and/or legal counsel for specific tax questions and concerns.

Distributed by William Blair & Company, L.L.C., member FINRA/SIPC.

Copyright © 2019 William Blair & Company, L.L.C. "William Blair” is a registered trademark of William Blair & Company, L.L.C. No part of this material may be reproduced in any form, or referred to in any other publication, without express written consent.

Statement of Financial Condition | NMS Rule 605 & 606 | Business Continuity Plan | UK Stewardship Code
Cookie Policy | Social Media Disclaimer | Privacy & Security | FINRA’s BrokerCheck

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