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Socially Responsible Investing Capabilities

Align your values with your financial goals

Empowering Institutions with disciplined, research-driven investment solutions.

Our Story

SRI Capabilities JAG

For decades, JAG has specialized in providing investment strategies and services to socially responsible investors.  

We provide investment solutions that seek to preserve capital, provide income for current needs and long-term growth for the future, while incorporating ethical standards into the investment management process.

A Committed Fiduciary

JAG is a committed fiduciary and partner in your stewardship efforts. We believe active investing, informed by independent thinking, gives you the best possibility of achieving superior investment returns.

Fact Sheet

Our Tailored Approach

Baseline Restrictions

We maintain a baselinefirm-wide prohibition against the ownership of securities of companies engaged in the manufacture of distilled spirits, tobacco products, or offensive weaponry for our managed account strategies.

Data-Driven Research and Customization

By incorporating third-party and proprietary sources, we can produce portfolios that adhere to your unique SRI Investing guidelines while seeking to meet your long-term goals.

JAG's SRI Process

  • Development of SRI policy guidelines
  • Ongoing input on social investing issues
  • Proxy voting and reporting

Introducing Patrimony Turnkey Solutions

Building on our history of partnering with religious institutions, our Patrimony Turnkey Solution provides investment oversight and administrative support in one integrated offering.

Frequently Asked Questions

What is Socially Responsible Investing (SRI)?

Socially Responsible Investing (SRI) is an investment approach that considers environmental, social, and governance (ESG) factors when making financial decisions. It allows investors to align their portfolios with their values while supporting companies committed to ethical and sustainable practices.

Studies over the past two decades show that SRI portfolios can perform as well as or even outperform traditional portfolios. Companies with strong ESG practices often experience fewer regulatory, legal, and reputational risks—factors that can enhance long-term financial performance.

Common SRI approaches include:
Negative Screening – Excluding unethical industries (e.g., tobacco, fossil fuels).
Positive Screening – Focusing on “best-in-class” companies with strong ESG records.
Thematic Investing – Investing in themes like clean energy or gender equality.
Impact Investing – Direct investments in ventures with measurable social or environmental impact.
Shareholder Advocacy – Using shareholder rights to influence company practices through voting and engagement.

ESG stands for Environmental, Social, and Governance factors:
E (Environmental): Climate change, pollution, and resource management
S (Social): Human rights, labor standards, and community impact
G (Governance): Board diversity, executive pay, and anti-corruption practices
SRI uses these criteria to evaluate investments and promote sustainability and accountability.

JAG can help investors interpret ESG data, evaluate ESG performance, and design portfolios that meet both ethical and financial objectives. We use a variety of research firms to provide reliable ESG ratings and insights that help us make informed decisions.

Yes, JAG votes proxies for clients unless directed otherwise in writing. Catholic Institutional accounts are voted in accordance with ESG or Catholic guidelines utilizing an unaffiliated proxy voting service.

Yes. SRI not only empowers investors to promote change but also supports long-term portfolio resilience by identifying companies with sustainable business models and forward-thinking management practices.

SRI is one of the fastest-growing investment trends worldwide. As awareness of climate change, social justice, and corporate accountability rises, more investors—and financial institutions—are prioritizing responsible investment strategies.

Align Your Investments With Your Values

Explore how JAG Capital Management can help you pursue your goals with clarity, discipline, and purpose.

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  • A Financial Intermediary accessing this information in the course of your professional duties.

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Nitrogen is a client-engagement and advisor platform built to bring clarity, quantification, and alignment to risk tolerance and portfolio construction. It uses a proprietary system that simplifies risk into a single, objective metric — the Risk Number® — allowing advisors and clients to speak the same language about risk, rather than relying on vague, subjective labels like “moderate” or “aggressive.”

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Important Notice

This document contains investment performance information and is intended solely for Institutional Investors and Financial Intermediaries.

By clicking "Accept" below, you confirm that you are:

  • An Institutional Investor (as defined by applicable securities laws), or
  • A Financial Intermediary accessing this information in the course of your professional duties.

This material is not intended for retail investors and should not be distributed or relied upon by any person other than the intended audience. Performance data presented may be based on past results, which do not guarantee future performance.

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