Climate Change Data

Environmental Metrics

ESG Focus Areas

• Climate Change

Climate Goals & Targets

Environmental Challenges

• The urgency of decarbonization and the potential dire long-term economic and social consequences of failure to do so.
• The need for price parity to make low-carbon solutions economically viable.

Mitigation Strategies

• Identifying companies that can develop solutions for the climate transition or build operational resilience.
• Understanding how long-term implications of emerging government policies around climate change combine with bottom-up corporate initiatives.

Supply Chain Management

Responsible Procurement

• Seeking out alternative packaging solutions
• Working with partners along its value chain to set emissions reduction targets

Climate-Related Risks & Opportunities

Physical Risks

• Extreme weather events

Transition Risks

• Changes in customer preferences
• Policy changes to mitigate emissions

Opportunities

• Developing low-emission, circular, and biodegradable packaging solutions

Environmental Metrics

ESG Focus Areas

• Empowering Colleagues
• Delivering Client Success
• Engaging in Our Communities
• Responsible Business Practices
• Managing Our Environmental Impact

Environmental Achievements

• Nearly 90% of firm office space is located in green-certified buildings
• Recycled more than 60% of waste in London office in 2023
• Chicago food donation program diverted 1,800 pounds of food waste and avoided over 406,000 gallons of water usage in 2023
• Donated 700 laptops to PCs for People in the U.S.

Social Achievements

• Increased representation of women in technology roles by nearly 40% from 2019 to 2023
• Launched Asset Management Diversity Accelerator (AMDA) program
• Supported more than 1,100 charities annually
• Nearly 50% of colleagues participate in matching gifts programs
• 12,000+ hours of community volunteerism

Governance Achievements

• Established a Code of Business Conduct
• Implemented policies and procedures to maintain confidentiality of customer and colleague information
• Maintained policies regarding the trading of personal securities to prevent insider trading
• Implemented a Vendor Risk Management program

Climate Goals & Targets

Environmental Challenges

• Data limitations in calculating carbon footprint (e.g., Scope 1 emissions, heating and cooling data for some offices, Scope 3 emissions beyond waste and travel)
• Addressing the unseen challenges of transitioning veterans to civilian life

Mitigation Strategies

• Partnered with Persefoni for carbon accounting
• Conducted a third-party readiness assessment of carbon footprint data
• Engaged with the Road Home Program at Rush University Medical Center to support veterans

Supply Chain Management

Responsible Procurement

• Vendor Risk Management program

Climate-Related Risks & Opportunities

Reporting Standards

Frameworks Used: Greenhouse Gas Protocol

Awards & Recognition

• 11-time winner Investment Management named a Pensions & Investments Best Place to Work
• William Blair named a Chicago Tribune Best Place to Work 14 years in a row
• William Blair named among the Most Charitable Companies in Massachusetts
• William Blair makes San Francisco Business Times Top 100 Corporate Philanthropy List
• ACCP Champions of Change Award

Environmental Metrics

ESG Focus Areas

• Environmental
• Social
• Governance

Climate Goals & Targets

Supply Chain Management

Climate-Related Risks & Opportunities

Physical Risks

• Weather
• Natural disasters

Transition Risks

• Climate regulations
• Market shifts

Opportunities

• Renewable energy

Reporting Standards

Frameworks Used: PRI