MutualFundWire.com: A $40B-AUMA Fund Firm Debuts Active ESG SMAs

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Wednesday, December 14, 2022

A $40B-AUMA Fund Firm Debuts Active ESG SMAs

The team at a $40-billion-AUMA (as of November 30) mutual fund firm based in Santa Fe, New Mexico is rolling out an active ESG separately managed account offering.

Jason Henry Brady
Thornburg Investment Management
President, CEO

Today, Jason Brady, president and CEO of Thornburg Investment Management [profile], unveils the launch of Thornburg Personal ESG Portfolios. The SMAs are powered by Thornburg's global, fundamental, bottom-up approach to investing and allow investors to choose whether to prioritize environmental, social, or governance issues above the others. The Thornburg integrates ESG into their portfolio analysis, keeping ESG analysis in the hands of the teams making investment decisions.

"ESG issues are complex and interconnected, requiring fundamental research to uncover opportunities and risks for each company," Brady states. "We know that investing with ESG criteria can mean different things to different people. By addressing both these factors in Thornburg Personal ESG Portfolios, we seek to offer a unique opportunity for investors to personalize their portfolios to their ESG values."

"Investing with ESG criteria is as unique as your are," explains the narrator in a YouTube video on Thornburg's new offering.

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