Socially Aware U.S. Large Cap Growth

THE SOCIALLY AWARE U.S. LARGE CAP GROWTH STRATEGY TAKES AN INTEGRATED APPROACH TO ENVIRONMENTAL, SOCIAL AND GOVERNANCE INVESTING, WEIGHING BOTH ALPHA OPPORTUNITY AND ESG CONCERNS EQUALLY.

The Socially Aware U.S. Large Cap Growth Strategy employs the same investment philosophy and process as Winslow Capital’s U.S. Large Cap Growth Strategy, which has been consistently applied for over two decades.

Winslow Best Ideas

  • Investing with No Preferred Habitat, diversified across Three Types of Growth
    • Consistent Growth
    • Dynamic Growth
    • Cyclical Growth
  • Winslow Perspective – Fundamental Research with ESG Inputs
New Opportunity

Capture New Opportunity

Business Risk

Mitigate Business Risk

Good Stewards

Serve as Good Stewards

ESG Analysis & Controversies

  • Capture New Opportunity created by evolving environmental and social norms and behavior
  • Mitigate Business Risk by examining companies’ exposure to ESG-related business practices and policies
  • Serve as Good Stewards of capital and strive to fulfill responsibilities to this generation and the next
  • ‘Suggestivist’ approach to promoting better corporate behavior

ESG Aware Portfolio Construction

  • Emphasize ESG leaders and avoid laggards
  • Better weighted average ESG Quality Score versus the Index
  • Exclude companies with material ESG concerns

Experienced Team With Proven Success

All investments carry risk, including the possible loss of principal and there is no assurance that an investment will provide positive performance over any period of time. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. Growth style investing may not perform in line with stated benchmarks. Because its ESG criteria excludes some investments, the Strategy may not be able to take advantage of the same opportunities or market trends as strategies that do not use such criteria. Past performance is no guarantee of future results.