Evaluating sustainability in your portfolio

The key is to apply multiple lenses.

Two key components to evaluating sustainable companies

September 21, 2021・2 mins

HARLIN SINGH UROFSKY
GLOBAL HEAD OF SUSTAINABLE INVESTING

An investment may meet sustainability objectives for a variety of reasons. Companies that produce clean energy solutions or provide access to basic resources may be obvious candidates because of what products or services they offer. But just as important as what products or services a company offers is how a company conducts business, in essence, the impact of its day-to day operations.

At Citi Private Bank, we are keenly aware that the sustainable investing space is complicated and nuanced. And to this end we review investment opportunities through multiple lenses to gauge if they have earned the sustainable investment dollars of our clients. In the broadest terms, we consider both what a company does and how they do it.

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HARLIN SINGH UROFSKY
GLOBAL HEAD OF SUSTAINABLE INVESTING
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What a company does

Companies directly involved in sustainable businesses such as renewable energy, electric vehicles and sustainable plastic automatically come to mind, but there is more to consider than just the goods and services provided.

How a company does it

All companies’ day-to-day operations have an environmental and social footprint from their day-to-day operations, products and services including impacts on their employees, supply chain and communities.

Reported and extrapolated environmental, social and governance (ESG) data and fundamental analysis – the use of which is referred to as ESG integration – is increasingly utilized in security selection to understand a company’s footprint.

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