Over 20 years of experience partnering with the responsible investment community and providing a unique Active Value solution.
A Commitment to Responsible Investing
SKBA is committed to meeting the needs and objectives of our clients seeking to align their financial goals with their values. For over 20 years, we have offered portfolios that reflect our fundamental value-based investment philosophy in combination with our analysis of environmental (E), social (S) and governance (G) factors. We believe that such portfolios dedicated to a fundamental value approach – as well as the identification of positive responsible investment factors – have the ability to meet both the long term financial goals of investors and be aligned with their personal or organizational values.
A Balanced Approach to ESG
SKBA’s approach typically takes into consideration the differing needs of both faith based and mission based investors. The investment team starts with the most commonly desirable exclusionary screens then weighs both the financial and responsible investment characteristics of each the prospective investment using internal analysis and external ESG research services. We believe in active management and building our own responsible investment profiles for companies rather than simply relying on scores or ratings from third parties.
Aligned with our value philosophy, we seek to identify ESG improvers that we believe can offer the greater potential for a responsible investment, as well as a financial investment, for our clients.
Aligning an Active Value investment philosophy with client values
Active, High Conviction & Value
SKBA believes that environmental, social and governance (ESG) factors often have long-term financial implications on a company’s revenues, expenses and overall risk profile. By identifying undervalued opportunities where stock prices have overshot true changes in underlying fundamentals, we seek to generate alpha through disciplined, bottom-up research of ESG factors and company financials.
We believe in the need for active management in responsible investment portfolios to identify both positive and negative factors that cannot be identified with simple screens.
High Conviction = Best Ideas
We seek to build portfolios that reflect the team's best ideas and don't replicate a passive index or benchmark.
The team at SKBA focuses on what it believes it is best at – Active Value investing. Where many of the firm’s responsible investment peers emphasize a growth oriented process, we believe it is important for investors to have access to the same diversifying strategies that are used to build traditional client portfolios. More choices can provide better portfolio diversification over full market cycles.
Since 1990, we have partnered with clients to develop custom responsible investment portfolios that reflect their values – such as fossil fuel free or faith based versions of our investment strategies.
SKBA has been involved in the responsible investment community for three decades. We have been a part of the evolution of what it means to invest responsibly and understand that every client has values that matter to them.