SociallyResponsible Value

For SKBA's SociallyResponsible Value strategy the firm is committed to the identification of companies that also reflect positive Environmental, Social and/or Governance (ESG) qualities.  Such opportunities may be mispriced and/or may be in the process of reforming ESG 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 its 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 Inception

January 1, 2000

Holdings

40 to 60

Attributes

Active Management

ESG/SRI Bottom-up Integration

Desirable ESG Exclusionary Screens

Vehicles

Separate Account

Mutual Fund

SMA/UMA Managed Account