Aligning values and investments
LongView has over a decade of experience in managing sustainable portfolios for the growing number of clients who wish to contribute to positive change through their investments. As ESG (environment, social, governance) screening and socially responsible investing (SRI) have evolved, an ever-wider array of mutual funds covering most asset classes is available to investors. Read More
Research has shown that socially responsible investing can generate competitive long term returns and that investors do not have to sacrifice performance to invest in alignment with their values. On the contrary, focusing on companies with sound management, environmental and employment practices can result in higher quality portfolios with lower business risk.
HISTORY OF SOCIALLY RESPONSIBLE INVESTING
Socially responsible investing has its genesis in the abolitionist movement of the eighteenth and nineteenth centuries. The Quaker and Methodist communities avoided investing in enterprises that profited from human enslavement and exploitation. In 1950s and 1960’s American labor unions sought to direct pension funds into targeted investments that advocated a social benefit for their members. Read More
In 1971, Pax World launched the first socially responsible mutual fund focused on peace, housing and employment issues. Socially responsible investing was instrumental in helping to dismantle the apartheid government in South Africa in the 1980s and early 1990s. In the twenty-first century, climate change and global sustainability have become major areas of focus, alongside social issues and community development.
Today more than $21.4 trillion in global assets are invested sustainably with $6 trillion in the United States alone. SRI investors range from mutual funds to college endowments, charitable foundations, sovereign wealth funds, faith-based groups and individuals. One in seven dollars invested globally is now directed to socially responsible funds.
SUSTAINABILITY AND SRI AT LONG VIEW
Over the past fifteen years we have progressively incorporated sustainable/SRI funds funds into our portfolios. We believe it is crucial to consider the effect of our investments on the world we leave to the next generation. We want to engage with companies and technologies that support rather than exploit humanity. Read More
We believe the power of capitalism can be harnessed to sustain instead of destroying our environment. We seek to derive income from products that enhance health and human dignity. Our goal at LongView is to contribute to positive change through our own business practice. We believe that a systematic consideration of ESG concerns will benefit the investor, society and the planet.