Stonebridge Capital Advisors
Climate Impact & Sustainability Data (2023)
Reporting Period: 2023
Environmental Metrics
ESG Focus Areas
- Environmental
- Social
- Governance
Climate Goals & Targets
Environmental Challenges
- Difficulty in classifying non-financial ESG factors.
- Loose and inconsistent definitions of ESG investing.
- Political pressure and backlash against ESG standards.
- Challenges in managing client portfolios with distinct value restrictions and preferences.
Mitigation Strategies
- Implementing a values-based investing approach tailored to individual client needs and values.
- Developing well-defined investment policies with specific guidelines.
- Utilizing bottom-up fundamental analysis, security selection, and research to uncover securities aligning with client guidelines.
- Partnering with an investment manager who upholds fiduciary duty to develop personalized approaches for clients.