Sustainable Investing

The integration of financially material environmental, social, and corporate governance (ESG) factors in our fundamental research enhances our understanding of investment risks and opportunities.

ESG 
Integration in Our Investment Process

Consistent with our emphasis on active management, our ESG integration approach emphasizes proprietary analysis rather than third-party ratings.

Beyond Third-Party RatingsBecause they’re based largely on publicly available data, third-party ratings don’t always convey the nuanced factors that affect a company’s ESG profile—or assess how material these factors are to financial performance. Furthermore, the availability of ratings data varies.
Opportunities for Active ManagersDigging deeper to find information that isn’t readily available and scrutinizing that information to determine what it means for a company’s prospects is the essence of our fundamental, bottom-up research process.
A More Nuanced ApproachOur research analysts develop relationships with corporate management teams and seek to understand how sustainability aligns with longer-term strategy and financial performance—a more thoughtful, nuanced approach we believe can create significant value for our clients.
Stewardship

Our investment teams routinely meet with investee companies and engage on financially material ESG issues. In 2024, William Blair Investment Management engaged with 149 companies in 23 different countries across our equity strategies. In addition, our emerging markets debt team conducted 25 engagements in 6 different countries, including sovereign and corporate issuers.

Resources and Insights

solar panels near houses

Environmental, Social, and Governance (ESG) Integration Policy

William Blair Investment Management believes in the importance of integrating key environmental, social, and governance considerations into our investment processes.

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green hill next to mountain

2024 UK Stewardship Code Report

As fiduciaries to asset owners, we commit to being responsible stewards of their capital in line with being a signatory to the United Nations-supported Principles for Responsible Investment.

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