Environmental, Social & Governance (ESG)

An integrated ESG approach consistent with your long-term investment goals

Callan has provided investment consulting for environmental, social, and governance (ESG) programs for over two decades and has a dedicated ESG team of professionals with complementary areas of expertise. Callan is also a member of two highly respected groups, the United Nations-supported Principles for Responsible Investment and the Investment Consultants Sustainability Working Group (ICSWG-US).

We will work with you to help you understand issues relating to ESG and how they may align with your investment objectives. The definitions of ESG vary across organizations, depending on values and priorities. We help you sift through the noise to find the right approach for you.

Integrated approach

ESG integration into strategic planning, implementation, and portfolio monitoring

Strategy assessment

Analysis of investment approaches from screening to thematic and impact strategies

Stewardship

Pursuing paths such as shareholder engagement alongside investments

Explore the results of our 2024 ESG Survey here.

Hear from Callan's ESG practice leader Tom Shingler

When we meet with our clients, we center the conversation on their unique mission and values.

See the results of our inaugural Asset Manager ESG Study here.

0 %

Institutional investors incorporating ESG factors into investment decisions

10 +

Years Callan has been conducting and publishing unique ESG research

Year Callan became a signatory of the United Nations-supported Principles for Responsible Investment

Kristin Bradbury

Callan’s ESG Team – Fixed Income Specialist

“While we don’t believe there is a ‘right’ approach to incorporating ESG metrics into an investment process, we do believe it’s important for managers to have a well-defined process to assess the risks and/or opportunities presented by ESG considerations.”