Hirtle Callaghan Announces Environmental, Social & Governance (ESG) Growth Strategy to Address Traditional Drawbacks of Socially Responsible Investing (SRI)

Aug 05, 2015, 09:30 ET from Hirtle Callaghan

PHILADELPHIA, Aug. 5, 2015 /PRNewswire/ -- Responding to increased client interest in ESG, Hirtle Callaghan has launched an innovative new investment approach that combines their Engineered Style Portfolios with ESG integration.    

In many communities ESG is replacing SRI (Socially Responsible Investing).  SRI has traditionally struggled with three significant drawbacks.  First, it requires a community to agree on what industries to exclude and in modern, diverse communities that is often difficult and may be impossible.  Second, SRI solutions have come at a higher cost.  SRI mutual funds, for example, often carry higher fees than non SRI funds.  The third drawback, which has always worried serious investors, is relatively poor investment performance. 

The new Hirtle Callaghan ESG Growth strategy is designed to offset all three of SRI's challenges.  Rather than excluding industries, an ESG approach takes into account all companies' performance on environmental, social and governance conduct.  Combining ESG analysis with Hirtle Callaghan's proven capability to engineer custom index exposures allows Hirtle Callaghan to create global growth portfolios that prioritize ESG leadership and investment performance while actually reducing cost. 

Many Hirtle Callaghan clients have been exploring ethical considerations within their investment process.  There is a growing awareness that great companies with sophisticated, rigorous and enlightened management perform better over the long run.  An ESG approach emphasizes these companies across the globe that are taking a more proactive stance toward environmental and social themes such as climate change, globalization and labor standards.

"It all begins with serving our clients. Our conflict-free structure allows us to work closely with our clients to engineer portfolios that account for ESG leadership while actually decreasing cost.  Many of the families and communities we serve appreciate the idea of emphasizing great companies without having to compromise the quality of their investment programs," says Garrett Wilson ESG specialist at Hirtle Callaghan.

About Hirtle Callaghan
Hirtle Callaghan is a sophisticated 21st century investment institution that uses its massive purchasing power to represent exclusively owners, rather than users, of capital. The firm is known for its conflict-free, zero-product approach, its strong client-centric professional culture and for assembling and managing sophisticated global investment solutions. These highly cost-effective solutions are custom-designed around best-in-class independent money managers, index funds, no fund-of-fund fee hedge and private equity programs and Hirtle Callaghan Engineered Style Portfolios which replicate active manager effects at much lower fees. Now in its 27th year, Hirtle Callaghan, America's First Outsourced Chief Investment Officers®, supervises $26 billion of family, endowment, foundation, healthcare and pension assets nationwide.

For more information regarding ESG investing contact Garrett Wilson at gwilson@hirtlecallaghan.com

For general firm information prospective clients are invited to visit www.hirtlecallaghan.com or contact Susan McEvoy, at smcevoy@hirtlecallaghan.com | 610-828-7200

Media Contact:
Ryan Gorman
Dukas Public Relations

SOURCE Hirtle Callaghan