Environmental, Social, and Governance practices

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Investing in OUR Future!

 Jantz Management believes that incorporating Environmental, Social, and Governance (ESG) information into the portfolio construction process has the potential for adding alpha. A company that has more sustainable processes, is better managed, and treats its employees and other stake holders fairly, is likely to be a more efficient and profitable company.  

ESG Factors

ESG factors are non-financial indicators used to evaluate corporate social and ethical behavior, and as such can be indicative of a company’s future financial performance. For example, a company’s carbon footprint, supply chain labor standards, and board diversity.

  • Market growth – since since 2005, total assets incorporating ESG have grown from $178 billion to $11.6 trillion in 2018, according to US SIF.
  • Clients are asking for more accountability, transparency, social leadership, and community engagement from the companies they invest in and patronize.
  • The ESG information collected from reporting groups is becoming more standardized and quantifiable, offering the ability to make some valid comparisons.  

Integrating Environmental, Social, and Governance

JM’s responsibly managed portfolios utilize the firm’s quantitative stock selection models and optimization techniques as a mechanism for integrating ESG non-financial information on companies’ environmental, social and governance practices into the portfolio construction process. JM believes that ESG data captures non-financial risks associated with firm behavior and that it is an underutilized source (signal) for enhancing portfolio returns and reducing portfolio risk. 

Diversified Socially Responsible

JM’s mission is to provide diversified socially responsible investment portfolios that have a  core emphasis on performance and positive values while promoting a more sustainable world. We invest in firms that promote health and well-being of individuals, communities and the environment through their products, services and fair business practices affecting all their stakeholders.

JM Large-Cap ESG

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 JM Large-Cap ESG applies our optimized ESG investment process to the S&P 500 universe. It is designed to deliver substantial excess return over the long-term in the large-cap space, significantly exceeding the performance of the S&P 500 Index. 

JM Mid-Cap ESG

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 JM Mid-Cap ESG applies our optimized ESG investment process to the S&P 400 universe. It is designed to deliver substantial excess return over the long-term in the mid-cap space, significantly exceeding the performance of the S&P 400 Index. 

JM Small-Cap ESG

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 JM Small-Cap ESG applies our optimized ESG investment process to the S&P 600 Index universe. The goal is to deliver superior excess return over the long-term in the small-cap space, significantly exceeding the performance of the S&P 600 Index.