Strategies

INNOVATING SINCE 1996

Sustainable Responsible

Profile

Core U.S. equity strategies with no intended style biases over time. We believe one of the keys to success for investing in a Sustainable strategy is to combine ESG scores with a measure of investment attractiveness. In addition, as in all investing, potential reward needs to be balanced with expected risk. We seek to avoid the risks associated with poor ESG policies as well as other sources of active risk, while seeking to maximize return. AIP’s Sustainable strategies can be further customized to address a client’s mission- or faith-based objectives.
 

Primary Benchmarks

S&P 500 Index
Russell 2500 Index

Alternate Benchmarks

Russell 1000 Index
Russell 2000 Index
 

More Information
 

SR Strategy Overview

SRL Factsheet 

SRSMid Factsheet 

Better Philanthropy 

Bottom Quintile ESG Companies: A Risky Proposition 

A Climate Change by Any Name 

A Climate Change by Any Name Part II 

AIP Partners with the Warrick Dunn Family Foundation 

WSJ: Quants & Do Gooders Unite 

Responsible Investor: A Quant’s Take on ESG 

Whitepapers