Four Decades of ESG Leadership
Engagement
Case studies and updates on how Rockefeller Asset Management engages with the companies we own to enhance performance and catalyze positive change.
EngagementDrawing on over 40 years of intellectual capital, we offer investment solutions integrating ESG research and a constructive engagement approach.
Our Proprietary Materiality Map seeks to identify ESG issues that are material to the risk and return profile of companies across 77 Sustainable Industry Classification System industries.
We believe that investors will increasingly differentiate between ESG Improvers and ESG Leaders, and that the former could offer greater potential for generating alpha over the long run.
Our engagement approach strengthens our investment process by seeking to identify material ESG issues and engaging with companies to create long-term shareholder value and catalyze positive change.
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Investing involves risk, including risk of loss. ESG investing refers to an investment approach that incorporates ESG criteria into the investment process. This approach is subjective by nature, and there is no guarantee that an ESG investment approach will be successful or that it will reflect the beliefs or ideals of any one particular investor. ESG market data is limited and much of the data is unstructured and reported in varying increments and timetables. While we endeavor to obtain and analyze relevant ESG market data, there is no guarantee that we will be successful in these efforts. ESG investing can also limit the investment opportunities available to a portfolio, such as the exclusion of certain securities or issuers for nonfinancial reasons and, therefore, the portfolio may perform differently than or underperform other similar portfolios that do not apply an ESG criteria to their investment approach. Rockefeller Capital Management is the marketing name for Rockefeller Capital Management L.P. and its affiliates. Investment advisory, asset management and fiduciary activities are performed by the following affiliates of Rockefeller Capital Management: Rockefeller & Co. LLC, Rockefeller Trust Company, N.A. and The Rockefeller Trust Company (Delaware), as the case may be. Rockefeller Asset Management is a division of Rockefeller & Co. LLC and the “Firm” for purposes of the Global Investment Performance Standards (“GIPS®”). Rockefeller Asset Management has been independently verified for the period January 1, 2006 through December 31, 2022. Effective January 1, 2018, the Firm was redefined to include the management of fixed income strategies for periods dating back to January 1, 2012. A complete list and description of the firm’s composites and/or a presentation that adheres to the GIPS standards is available upon request.