Investment Strategies
Socially Responsible Investing Capabilities
Integrate personal guidelines into your portfolio.
Align Your Portfolio With Your Vision For a Better Future
Make your mark on the world by integrating SRI investing criteria that incorporate your values and beliefs in your investments.
Access ongoing input on social investing issues and develop SRI policy guidelines with a team engaged in making a positive impact with our work.
Baseline SRI Restrictions
We have long maintained a baseline, firm-wide prohibition against the ownership of securities of companies engaged in the manufacture of distilled spirits, tobacco products, or weapons of mass destruction.
Data-Driven Research and Customization
By incorporating third-party and proprietary sources, we can produce portfolios that adhere to your strict SRI investing guidelines while seeking to meet your long-term goals.
One Size Does Not Fit All
Socially-responsible investments customized to reflect what matters most to you.
Responsible investment pairs your values with your long-term investment goals. Our long history of working with responsible investors helps us guide you through this process of alignment.
Partner With Us
When you invest with JAG, you are choosing far more than a brand.
Our people are what make us special. Curious, adaptive, accountable, collaborative – JAG Capital Managment brings these values together to deliver you an extraordinary team of investment professionals.
Make Your Impact with SRI Investing
Tailor your portfolio to reach your financial and value-driven goals.
Discover The Latest Insights
Stay up-to-date with reports and insights from our analysts and practice leaders.
JAG Fixed Income Thematic Insights: Q1 2025
March 2025 - Context on Credit Spreads: Should Investors be Concerned? Summary Our clients routinely ask us to comment on the overall levels and trends in...
4th Quarter 2024: Back to Back Bulls
Back to Back Bulls The S&P 500 rose to an all-time high in the fourth quarter and extended 2024's gains as the Presidential election (finally!) moved into...
JAG Growth Equity Thematic Insights: Q4 2024
December 2024 How to Invest in Concentrated Markets In our previous Insights pieces, we've explored key market themes, including the emergence of Generative...