• 任务相关 投资

    yabo亚博网站登录首页的翅膀

    Reflecting important client preferences into portfolios.

    • Customized Approach

      Angeles is a thought leader in mission-aligned investing. We have been helping our clients incorporate their mission-related goals into their investment portfolios for over 20 years. We partner with our clients to invest in market-rate investment strategies that are values-aligned while fully managed for risk.

    • 环境、社会和治理因素

      yabo亚博网站登录首页, consideration of environmental, 社会, and 治理 (环境、社会和治理) factors are fully integrated into our manager due diligence process across all asset classes.

      We believe that superior investment results over the long-term go hand in hand with responsible and sustainable practices. We believe it is critical that investment managers integrate 环境、社会和治理 analysis into their investment processes, examining companies and management teams through the lens of long-term sustainability. We also examine how investment managers govern themselves, seeking to understand what firms do to reduce their own carbon footprint and how goals and progress 测量 and communicated.

    WE FULLY INTEGRATE DIVERSITY, EQUITY AND INCLUSION (DEI) CONSIDERATIONS INTO OUR MANAGER RESEARCH

    Team and firm diversity are an important part of our analysis of firms and their resources, including understanding how firms are cultivating the diversity and inclusion of their teams.

    By being proactive with managers on their 环境、社会和治理 and DEI practices, we believe we are a catalyst for positive change in the industry. Angeles asks all managers to provide detailed information on gender and race across their investment team, ownership structure and overall employee count. We go beyond the statistics in seeking to understand managers' commitment to promoting DEI at their firm and within the industry overall; we want to know managers' DEI goals and how they plan to measure and communicate progress. 除了, we press managers on whether and how they engage with the companies where they invest regarding DEI goals and practices.

    In managing our own firm, Angeles cultivates and promotes a culture of ethics and 社会 responsibility. We value and foster diversity and inclusion at our firm. We believe a diverse team enables us to make better investment decisions through the rigor that accompanies the input of diverse perspectives, 的见解, 经历, 和想法. We believe our culture fosters employee well-being and team collaboration, which leads to better investment outcomes.

    HIGHLIGHTS OF ANGELES' MRI PROCESS

    • 环境、社会和治理分析
      • 环境、社会和治理 analysis is fully integrated across our rigorous manager research process and incorporated into Angeles' proprietary database.
      • DEI considerations are fully integrated in our manager research process.
      • Angeles' proprietary due diligence questionnaire is extremely comprehensive around 环境、社会和治理, DEI and impact investing. Our manager research process is designed to deliver and demands measureable results from ourselves and the managers where we place client assets.
      • Angeles has a Mission Related Investment (MRI) Committee to oversee the execution of our goals in MRI and maintain 问责制.
    • 环境、社会和治理集成 and DEI Practices
      • Angeles uses a framework for a qualitative assessment of managers’ 环境、社会和治理 integration and DEI practices and regularly communicates this information to clients.
      • Angeles seeks to invest in managers with diverse ownership, leadership and/or investment teams and firms that are committed to improving DEI and 环境、社会和治理 integration.
      • Angeles has a responsible investing policy and responsible investing is part of our culture.
      • Angeles hiring and management practices foster diversity, equity and inclusion.

    Because each of our clients are unique in their values and objectives, our MRI work encompasses a broad range of strategies including exclusionary screens of companies with negative attributes, integration of factors that are positive on 环境、社会和治理因素, and investments that are actively engaged with corporate managements or have direct impact on addressing societal issues.

    任务相关 投资

    • 排他的
    • 消极的屏幕

      Excludes companies that do not align with investor's values

    • 集成
    • 正面的屏幕

      Tilts portfolio toward companies with high 环境、社会和治理 measures

    • 意图
    • 环境、社会和治理集成

      Integrates 环境、社会和治理 metrics into an investment process qualititatively and quantitatively

    • Shareholder Engagement

      Voting proxies and engaging with companies on various 环境、社会和治理 issues to effect changes in behavior

    • 影响投资

      Targets a measureable positive and/or environmental impact. Most traction in private markets

    • 多样性

      Investing in managers and funds with diverse ownership, teams, and/or leadership

    WORKING WITH 客户端S TO DEVELOP MISSION-RELEATED INVESTMENT POLICIES

    Angeles assists clients in the development of mission-related investment policies from the initial education phase through implementation.

    • 教育

      教育

      • Angeles provides initial and ongoing education with our clients. We survey clients to establish initial goals and consensus.
    • Strategy and Policy Development

      策略 & POLICY DEVELOPMENT

      • Angeles partners with its clients to establish and memorialize MRI objectives, mission priorities, and portfolio strategy in a policy document.
      • Angeles works with clients to establish structure, 问责制, discretion and benchmarks for success. When working with a family foundation or other legal entity, 治理 is also incorporated into the planning process.
    • Monitoring, reporting and learnings

      MONITORING, REPORTING & 学习

      • Incorporate 环境、社会和治理 issues into investment analysis and decision-making processes.
      • Continual learning and reflection to improve outcomes.
    • 实现

      实现

      • Angeles manages MRI portfolios across asset classes.
      • Portfolios represent best in class strategies that align with client values and don’t sacrifice return.

    Angeles is a signatory to the United Nations-supported Principles for Responsible Investment (PRI). The PRI is the world’s leading proponent of responsible investment. As a PRI signatory, Angeles is committed to adopting and implementing the six Principles for Responsible Investment.

    革命制度党签署

    As part of our on-going commitment of being a sustainable and responsible business, Angeles Investments has partnered with Terrapass, a San Francisco-based group, to offset the carbon produced through our air travel. Angeles Investments purchased offsets for 53 metric tons of CO2, representing our estimated 2019 air travel emissions. Terrapass does this by investing our contribution in a variety of projects across the US, including clean water and renewable energy, 比如风, landfill gas (garbage), 和生物燃料. Angeles Investments is now listed on the Terrapass website as a partner.

    Additionally, this year we were selected to join Confluence Philanthropy, a New York and Oakland-based organization that promotes mission-aligned investing. We continue to engage all of our managers on not only incorporating 环境、社会和治理 considerations in their investment process, but to press the companies they own to show commitment and progress toward these goals. We have taken the same approach directly with our managers, requiring that they, 太, 随着企业, commit to adopting these principles.

    CEO Action for 多样性 & 包容 is the largest CEO-driven business commitment to drive measurable action and meaningful change in advancing diversity, equity and inclusion in the workplace.

    • Terrapass
    • Confluence Philanthropy
    • CEO Action for 多样性 and 包容
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