We are delighted to have been awarded an ESG commitment level of “Leader” by Morningstar. We received this accolade both as a firm and for our Affirmative Global Bond Fund.
Morningstar defines “Leader” funds as those funds which integrate ESG factors fully into their security analysis and portfolio construction, and deliver desirable ESG outcomes at the portfolio level, such as a high sustainability profile, advancement of the UN Sustainable Development Goals, or similar.
Out of all the 140 strategies and 31 asset managers assessed by Morningstar, we are the only strategy and only manager to be awarded this highest classification of “leader”.
Morningstar made the following comments about AIM in their ESG Commitment Level report: “We recognise that ESG investing is core to the identity of this firm. Affirmative’s sole commitment is to sustainable fixed-income investing and achieving a broader impact. ESG considerations are ingrained and pervasive across the firm—in its investment processes, strategies, and also in its own operations.”
You can read the full report here.