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Funds Group: Boston Common Funds
Management Company: Boston Common Asset Management, LLC
Funds Affected: Boston Common U.S. Equity Fund and Boston Common International Fund
Sustainable Investing Strategy: ESG Integration, Exclusions, Shareholder Advocacy, Proxy Voting
Summary:
The funds seek out companies with sound governance and a history of responsible financial management that are capable of consistent profitability over a long time horizon. The fund integrates environmental, social, and governance (ESG) criteria into the stock selection process and expresses a preference for best-in-class firms with innovative approaches to the environmental and social challenges their industries, society, and the world face. Best-in-class refers to firms that Boston Common views as having better records on ESG criteria than other firms in the same industry or sector. Boston Common endeavors to integrate financial and sustainability factors into its investment process because it believes that ESG research helps identify companies that will be successful over the long-term. The fund seeks to identify companies that demonstrate a high level of environmental responsibility, commitment to social standards and adherence to best practices in corporate governance. As a result, Boston Common believes ESG research helps improve portfolio quality and financial return potential.

Boston Common avoids companies that have a history of using forced labor, child labor, or sweatshops. These criteria apply to a company’s suppliers as well if the company does not seek to remedy them. The fund avoids companies with a history of illegal employment discrimination.
The fund avoids investing in companies that directly support governments that suppress or deny human rights including foreign governments where the US Government has current sanctions in force. Under the human rights lens, Boston Common is also committed to helping defend the rights of Indigenous Peoples. It seeks companies that respect the lands and cultures of Indigenous Peoples, and operate in line with the international standards of the United Nations Declaration on the Rights of Indigenous Peoples, ILO Convention 169, and Free Prior and Informed Consent.

Boston Common also uses its voice as a shareowner to raise environmental, social, and governance issues with the management of select portfolio companies through a variety of channels. These may include engaging in dialogue with management, participating in shareholder proposal filings, voting proxies in accordance with our proxy voting guidelines, and participating in the annual shareholder meeting process. Through this effort, the firm seeks to encourage company managements toward greater transparency, accountability, disclosure and commitment to ESG issues.

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Research

Research and analysis to keep sustainable investors up to-date on a broad range of topics that include trends and developments in sustainable investing and sustainable finance, regulatory updates, performance results and considerations, investing through index funds and actively managed portfolios, asset allocation updates, expenses, ESG ratings and data, company and product news, green, social and sustainable bonds, green bond funds as well as reporting and disclosure practices, to name just a few.

A continuously updated Funds Directory is also available to investors.  This is intended to become a comprehensive listing of sustainable mutual funds, ETFs and other investment products along with a description of their sustainable investing approaches as set out in fund prospectuses and related regulatory filings.

Getting started

Many questions have surfaced in recent years regarding sustainable and ESG investing.  Here, investors and financial intermediaries will find materials that describe the various approaches to sustainable investing and their implementation.  While sustainable investing approaches vary and they have thus far defied universally accepted definitions, many practitioners agree that they fall into the following broad categories:  Values-based investing, investing via exclusions, impact investing, thematic investments and ESG integration.  In conjunction with each of these approaches, investors may also adopt various issuer engagement procedures and proxy voting practices.  That said, sustainable investing approaches will continue to evolve.

In addition to periodic updates regarding sustainable investing and how this form of investing is evolving, investors and financial intermediaries interested in implementing a sustainable investing approach will also find source materials that cover basic investing themes as well as asset allocation tactics.

Inesting ideas

Thoughts and ideas targeting sustainable investing strategies executed through various registered and non-registered sustainable investment funds and products such as mutual funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), closed-end funds, Real Estate Investment Trusts (REITs) and Unit Investment Trusts (UITs). Coverage extends to investment management firms as well as fund groups. 

Independent source for sustainable investment management company research, analysis, opinions and sustainable fund disclosure assessments