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Responsible Investing

ESG Approach

Baker Gilmore believes ESG issues can have an impact on the value of the investments we manage, and as such, it is important that these issues should be considered throughout our decision-making and investment process, within the investment limits described in our client’s investment mandates.

Consistent with the principles outlined above, Baker Gilmore’s ESG framework therefore includes the following:

Integration

We recognize that ESG factors can have an impact on the value of our investments and that these factors should be considered to provide a complete view of value, risk and return potential of an investment.

We integrate ESG factors into our fundamental bottom-up research analysis to ensure ESG related risks are recognized in our decision-making and investment process.

Engagement/Proxy Voting

We actively engage with management of the companies in which we invest to review issues that we believe are material to the long-term value and sustainability of our investments. Engagement allows us to better understand risks and the companies’ approach to ESG issues, which informs our investment decisions.

We have a fiduciary duty to vote proxies in the best interest of our clients. Proxy voting allows us to communicate our views and influence management of the companies we invest in on ESG related issues. 

Collaboration

We collaborate and engage with other investors and organizations where it provides us greater influence to advance and promote responsible investing practices.

Affiliations

United Nations – Principles of Responsible Investing (UNPRI)
In January 2016, Baker Gilmore became a signatory to the United Nations – Principles of Responsible Investing (PRI) initiative.

Baker Gilmore ESG Documents

Responsible Investment Policy

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