SANTA
FE, N.M., Dec. 14, 2022 /PRNewswire/ -- 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.
About Thornburg
Thornburg is a global investment firm delivering on strategy for
institutions, financial professionals and investors worldwide. The
privately held firm, founded in 1982, is an active, high-conviction
manager of fixed income, equities, multi-asset solutions and
sustainable investments. With $40
billion1 in client assets as of November 30, 2022, the firm offers mutual funds,
closed-end funds, institutional accounts, separate accounts and
UCITS funds for non-U.S. investors.
As an independent firm, Thornburg can take on a wide range of
opportunities, explore ideas thoroughly and work across strategies
to deliver consistent risk-adjusted outperformance over the long
term. The firm attracts free-thinking professionals who are eager
to pursue investment outcomes beyond the confines of popular
wisdom. From nimble operational capabilities to principles and
actions fitting of a global citizen, Thornburg's world-class
investment platform and team are aligned on strategy to serve
investors.
Thornburg's U.S. headquarters is in Santa Fe, New Mexico with offices in
Hong Kong and Shanghai. For more information, visit
www.thornburg.com or call (877) 215-1330.
Media Inquiries
Michael Corrao
Director of Global Communications
Thornburg Investment Management
Tel: +1 (505) 467-5345
Email: mcorrao@thornburg.com
Important Information
Past performance is no guarantee of future results.
The views expressed are subject to change and do not necessarily
reflect the views of Thornburg Investment Management, Inc. This
information should not be relied upon as a recommendation or
investment advice and is not intended to predict the performance of
any investment or market.
Investments in the strategies carry risks, including possible
loss of principal. Special risks may be associated with investments
outside the United States,
especially in emerging markets, including currency fluctuations,
illiquidity, volatility, and political and economic risks.
Investments in small capitalization companies may increase the risk
of greater price fluctuations. Carefully consider the strategies'
investment objectives, risks, fees and expenses before investing.
There is no guarantee that the strategies will meet their
investment objectives.
Investing in an ESG-focused strategy does not assure or
guarantee better performance and cannot eliminate the risk of
investment losses.
Thornburg Personal ESG Portfolios adherence to its ESG ratings
process may affect the portfolios' exposure to certain companies,
sectors, regions, and countries and may affect the portfolios'
performance depending on whether such investments are in or out of
favor. This process may result in the portfolios' foregoing
opportunities to buy certain securities when it might otherwise be
advantageous to do so, or selling securities for ESG reasons when
it might be otherwise disadvantageous for it to do so.
Additionally, the process may result in incorrectly evaluating a
company's commitment to positive ESG practices and may result in
investment in companies with practices that are not consistent with
the portfolios' aspirations.
The Sustainability Accounting Standards Board (SASB) is a
non-profit organization, founded in 2011 by Jean Rogers to develop sustainability accounting
standards. Investors, lenders, insurance underwriters, and other
providers of financial capital are increasingly attuned to the
impact of environmental, social, and governance (ESG) factors on
the financial performance of companies, driving the need for
standardized reporting of ESG data.
1 Includes $39
billion in assets under management and $1 billion in assets under advisement as of
November 30, 2022.
View original content to download
multimedia:https://www.prnewswire.com/news-releases/thornburg-introduces-personal-esg-portfolios-301703302.html
SOURCE Thornburg Investment Management