• 与任务相关的投资

    Angeles Wing

    在投资组合中反映重要的客户偏好.

    • 自定义方法

      安吉利斯是使命型投资领域的思想领袖. 20多年来,我们一直在帮助客户将他们的使命相关目标纳入他们的投资组合. 我们与客户合作,投资于与价值一致的市场价格投资策略,同时全面管理风险.

    • ESG factors

      At Angeles, 考虑环境因素, social, 和治理(ESG)因素完全融入我们所有资产类别的经理尽职调查流程.

      我们相信,从长期来看,卓越的投资成果与负责任和可持续的实践密切相关. 我们认为,投资经理将ESG分析纳入其投资流程至关重要, examining companies and management teams through the lens of long-term sustainability. 我们还研究了投资经理如何自我管理, 试图了解企业如何减少自己的碳足迹,以及如何衡量和沟通目标和进展.

    我们将多样性、公平性和包容性(dei)因素充分纳入我们的经理研究中

    Team and firm diversity are an important part of our analysis of firms and their resources, including understanding how firms are cultivating the diversity and inclusion of their teams.

    By being proactive with managers on their ESG and DEI practices, we believe we are a catalyst for positive change in the industry. 安吉利斯要求所有经理提供投资团队性别和种族的详细信息, 所有权结构和员工总数. We go beyond the statistics in seeking to understand managers' commitment to promoting DEI at their firm and within the industry overall; we want to know managers' DEI goals and how they plan to measure and communicate progress. In addition, 我们向管理人员施压,询问他们是否以及如何与他们投资的公司就DEI目标和实践进行接触.

    管理我们自己的公司, Angeles cultivates and promotes a culture of ethics and social responsibility. 我们重视并促进公司的多样性和包容性. 我们相信,多元化的团队能使我们做出更好的投资决策,因为多元化的观点会带来严谨的态度, insights, experiences, and ideas. We believe our culture fosters employee well-being and team collaboration, 怎样才能带来更好的投资结果.

    angeles的mri过程亮点

    • ESG Analysis
      • ESG分析完全集成在我们严格的经理研究过程中,并纳入了Angeles的专有数据库.
      • DEI considerations are fully integrated in our manager research process.
      • Angeles' proprietary due diligence questionnaire is extremely comprehensive around ESG, DEI和影响力投资. 我们的经理研究过程旨在向我们自己和我们的客户资产管理经理提供并要求可衡量的结果.
      • yabo亚博网站登录首页有一个使命相关投资(MRI)委员会来监督我们在MRI目标的执行并保持问责制.
    • ESG整合和DEI实践
      • Angeles使用一个框架对管理人员的ESG整合和DEI实践进行定性评估,并定期与客户沟通这些信息.
      • Angeles寻求投资于拥有不同所有权的经理人, 致力于改善DEI和ESG整合的领导和/或投资团队和公司.
      • Angeles has a responsible investing policy and responsible investing is part of our culture.
      • Angeles hiring and management practices foster diversity, equity and inclusion.

    Because each of our clients are unique in their values and objectives, 我们的MRI工作涵盖了广泛的策略,包括对具有负面属性的公司进行排除筛选, 整合对ESG有利的因素, 积极参与企业管理或对解决社会问题有直接影响的投资.

    与任务相关的投资

    • EXCLUSIONARY
    • Negative Screens

      排除与投资者价值观不一致的公司

    • INTEGRATION
    • Positive Screens

      将投资组合向ESG指标较高的公司倾斜

    • INTENTION
    • ESG Integration

      Integrates ESG metrics into an investment process qualititatively and quantitatively

    • 股东参与

      Voting proxies and engaging with companies on various ESG issues to effect changes in behavior

    • Impact Investing

      目标是可衡量的积极和/或环境影响. 大多数牵引力来自私人市场

    • Diversity

      Investing in managers and funds with diverse ownership, teams, and/or leadership

    WORKING WITH CLIENTS TO DEVELOP MISSION-RELEATED INVESTMENT POLICIES

    从最初的教育阶段到实施阶段,安吉利斯协助客户制定与使命相关的投资政策.

    • EDUCATION

      EDUCATION

      • Angeles provides initial and ongoing education with our clients. 我们调查客户以建立初始目标和共识.
    • 策略及政策发展

      STRATEGY & 政策发展

      • Angeles partners with its clients to establish and memorialize MRI objectives, 任务优先级, 以及政策文件中的投资组合策略.
      • 安吉利斯与客户合作建立结构, accountability, 谨慎和成功的基准. 当与家族基金会或其他法律实体合作时, 治理也被纳入到规划过程中.
    • 监测、报告和学习

      监测、报告 & LEARNINGS

      • Incorporate ESG issues into investment analysis and decision-making processes.
      • 不断学习和反思以改善结果.
    • Implementation

      IMPLEMENTATION

      • Angeles管理着跨资产类别的MRI投资组合.
      • 投资组合代表了与客户价值一致且不牺牲回报的最佳策略.

    yabo亚博网站登录首页是联合国支持的负责任投资原则(PRI)的签署国。. The PRI is the world’s leading proponent of responsible investment. 作为PRI的签署人, 安吉利斯致力于采纳和实施负责任投资的六项原则.

    PRI Signatory

    As part of our on-going commitment of being a sustainable and responsible business, Angeles Investments与Terrapass合作, 总部设在旧金山的一个组织, 来抵消我们航空旅行产生的碳. Angeles Investments purchased offsets for 53 metric tons of CO2, 代表我们2019年航空旅行的估计排放量. Terrapass does this by investing our contribution in a variety of projects across the US, 包括清洁水和可再生能源, such as wind, 堆填气体(垃圾), and biofuels. yabo亚博网站登录首页投资公司现在在 Terrapass 网站作为合作伙伴.

    此外,今年我们被选中加入 融合慈善事业, a New York and Oakland-based organization that promotes mission-aligned investing. 我们将继续与所有基金经理合作,不仅将ESG考虑因素纳入其投资过程, but to press the companies they own to show commitment and progress toward these goals. 我们直接对我们的经理采取了同样的方法, 要求他们, too, as businesses, 承诺采用这些原则.

    CEO多元化行动 & Inclusion 首席执行官推动的最大业务承诺是推动可衡量的行动和有意义的变化,以促进多样性, 工作场所的公平和包容.

    • Terrapass
    • 融合慈善事业
    • 首席执行官多元化和包容性行动
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