Funds Group: Segall Bryant & Hamill
Management Company: Segall Bryant & Hamill, LLC
Funds Affected: (1) Segall Bryant & Hamill Glb Lrg Cp, Segall Bryant & Hamill Qua Hi Yld, (2) Segall Bryant&Hamill Workplace Eq*
Principal Sustainable Investment Management Strategy: (1) ESG integration, (2) thematic investing, ESG integration, negative screening (exclusions)
Summary:
(1) The team also considers an issuer’s environmental, social, and corporate governance (ESG) practices.
(2)Under normal circumstances, the fund invests at least 80% of its net assets in companies that meet the quantitative and qualitative screening criteria of the adviser’s proprietary workplace equality screen. Among various factors, these screening criteria seek to identify, for example, whether a company’s equal employment opportunity statement prohibits discrimination based on sexual orientation and gender identity, and/or whether the company offers health benefits to same-sex partners or spouses of employees. As a secondary consideration, the fund will also consider a company’s environmental, social, and governance (ESG) practices. The fund’s ESG criteria are generally designed to exclude companies with weak corporate governance, and/or companies that are involved in, and/or derive significant revenue from, certain industries or product lines, including, for example, gambling, alcohol, tobacco, and/or firearms. The adviser may also conduct a supplemental analysis of individual companies’ corporate governance factors and a range of environmental and social factors that may vary by sector.
*Prior to May 2019, the fund’s name was the Segall Bryant & Hamill Large Cap Dividend Fund. Its name and investment objective were changed.
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