SociallyResponsible Value
For SKBA's SociallyResponsible Value strategy the firm is committed to the identification of companies that reflect positive or improving environmental, social and governance qualities. Such opportunities may be mispriced, and may be in the process of reforming responsible policies and procedures, that have not yet been fully appreciated by the market.
Even after 20 years, and the rising interest in socially responsible investing, SKBA remains differentiated with its commitment to a value investment philosophy that the firm seeks to align with client values.
Style
Mid-Large Cap Value | Socially Responsible
Approach
Bottom-Up Fundamental ESG
Strategy Composite Inception
January 1, 2000
Holdings
40 to 60
Attributes
Active Management
ESG/SRI Bottom-Up Integration
Desirable Responsible Exclusionary Screens
Vehicles
Separate Account
Mutual Fund
SMA/UMA Managed Account