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Client Focus

SRI/ESG Investing

SRI/ESG Investing

We have a long history of working with investors focused on SRI (socially responsible investing) and ESG (Environmental, Social, Governance) issues, and we maintain the capability to customize portfolios based upon specific SRI/ESG guidelines.

Additionally, we have long maintained a firm-wide prohibition against the ownership of equity positions in shares of companies engaged in the manufacture of distilled spirits, tobacco products, or offensive weaponry.

Signatory of PRI | JAG Capital Management