Empowering Institutions with disciplined, research-driven investment solutions.
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.
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.
Building on our history of partnering with religious institutions, our Patrimony Turnkey Solution provides investment oversight and administrative support in one integrated offering.
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.
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.
Explore how JAG Capital Management can help you pursue your goals with clarity, discipline, and purpose.
