Invest to advance positive social or environmental goals, without compromising performance.
Your clients don’t necessarily have to sacrifice credit quality, portfolio diversification, or yield to invest in bonds that support positive environmental or community projects. In addition to considering environmental, social, and governance (ESG) risk factors as part of the fundamental credit research that allows our team to identify sustainable municipal investments across all our strategies, we also customize Social Advancement portfolios with holdings that speak to the heart.
Continue reading to find information about the type of investor who has historically been interested in Gurtin’s Social Advancement strategy as well as the social issues you can address when you choose to invest in not only your future, but also in the future of the world around you. You can also review key statistics, access detailed fact sheets about our Social Advancement portfolios, and learn the answers to common questions about this strategy.
At Gurtin, we are always thinking about how our municipal bond selection will affect future investment earnings. With our socially responsible investing (SRI) portfolios, we also consider how investment choices made today will affect societal wellbeing and the environment down the road. With our Municipal Social Advancement strategy, clients can invest in their own future while also investing in impactful projects in local communities across the United States — without necessarily compromising credit quality, diversification, or expected yield.
Which social issue is closest to your clients’ hearts? Let us know which of the following areas of focus your clients would like to target, and we will custom build a Social Advancement portfolio just for them:
An individual security is eligible for inclusion in the Social Advancement strategy, and its sub-classifications, based on several factors including, but not limited to, the security’s use of proceeds. Gurtin uses its best efforts to identify securities, where, in its opinion, a substantial portion of the proceeds satisfy the goals of the Social Advancement strategy. The determination by Gurtin of a security meeting the internal requirements for classification as “Social Advancement,” or its sub-classifications, is solely based on information provided by an issuer in official statements at the time of the initial security’s issuance (including any refundings). No examination or audit is conducted on actual use of proceeds.
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