Values-Aligned Investing


Aperio’s Guide to Thinking About ESG in the Marketplace

Mark Bateman and Nelli Oster
March 2022

ESG and sustainability have spread to nearly every corner of the financial services industry under a number of different labels, styles, rationales, and asset classes. This paper by Mark Bateman, Director of ESG/SRI Research, and Nelli Oster, PhD, Director of ESG/SRI, seeks to answer two questions: What should investors know about the contours of the broad ESG landscape? How does Aperio fit into that landscape? We hope to prepare the reader to engage in ESG conversations with data providers, asset managers, asset owners, and all manner of social and environmental interest groups.

Aperio maximizes the expression of a client’s worldview without compromising the power of indexing.

Portfolios That Reflect Diverse Priorities

Many investors interested in values-aligned investing find that one-size-fits-all portfolios do not begin to represent their individual value systems. As a pioneer in customized values-aligned investing, Aperio offers investors decades of environmental, social, and governance (ESG) research and portfolio construction expertise to translate a client’s values into a customized portfolio.

Guided Conversations Help Prioritize Values

Advisors do not have to become socially responsible investing (SRI) experts to offer this capability to their clients. We can guide conversations with investors, institutions, foundations, and families to help them clarify and prioritize values. We also can facilitate decision-making to help a diverse group of family members or foundation stakeholders reach consensus. Based on those conversations, we use our data, tools, and experience to translate their priorities into personalized values-aligned portfolios.

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