Thornburg Investment Management (“Thornburg”), a U.S.-based global investment firm that oversees $40 billion1 in client assets, today introduced Thornburg Personal ESG Portfolios, a new separately managed account (“SMA”) capability to provide investors the ability to emphasize material Environmental, Social, or Governance (“ESG”) factors within their portfolios.
“ESG issues are complex and interconnected, requiring fundamental research to uncover opportunities and risks for each company,” said Jason Brady, president & CEO of Thornburg investment management. “We know that investing with ESG criteria can mean different things to different people. By addressing both these factors in Thornburg Personal ESG Portfolios, we seek to offer a unique opportunity for investors to personalize their portfolios to their ESG values.”
ESG is an organic extension of Thornburg’s core investment competencies as a fundamental, bottom-up, active manager of global equities and global fixed income. Thornburg analysts and portfolio managers evaluate ESG information alongside other factors, grounded by materiality standards from the Sustainability Accounting Standards Board (SASB). Importantly, Thornburg does not outsource ESG decisions.
Thornburg Personal ESG Portfolios are available through select financial advisory firms and platforms. To learn more or contact a portfolio specialist, visit Thornburg.com/PersonalESG.