ESG INTEGRATION

Appleseed Capital has created investment options which seek to:

  • Fully incorporate ESG analysis into our risk management approach
  • Integrate ESG analysis and negative screening into the investment process
  • Source Impact Investments
  • Provide a go-anywhere flexible investing approach to ESG investing
  • Leverage an experienced ESG research team

We believe it is important to understand as many fundamental factors as possible that might affect an investment, including environmental, social, and governance (ESG) factors. Our ESG research increases our knowledge, and we believe that increased knowledge decreases our clients' investment risk. As stewards of your capital, our primary job is to minimize the chances of a permanent loss of capital. In this regard, we think that both value investing and ESG investing are important risk mitigation tools.

Global  Value ESG

Long/Short Global Value ESG

U.S. All-Cap Value ESG

ACTIVE OWNERSHIP

Shareholder Advocacy

Shareholder advocacy efforts we initiate encourage boards and management teams to be more transparent and responsible for Environment, Social and Corporate Governance (ESG) matters. 

Dialogue with Management

We believe investors can have significant influence on the companies they own through informal engagement, through proxy voting and through shareholder resolutions.

Proxy voting

We vote proxies in a manner that considers investors’ interests and that encourages boards to govern companies more responsibly.  Our votes support management incentives that we believe are aligned with the creation of long-term value for stakeholders, encourage more transparent reporting on companies’ sustainability initiatives, and bolster boards’ efforts to govern more responsibly.

Shareholder resolutions

Filing a formal resolution to ratify or request a specific action be taken by a corporate board is another way to encourage companies to become more sustainable. 

Impact Reports

2017 Impact Report