Upcoming Webinar - Rockefeller Asset Management & Bloomberg: Integrating Rockefeller's ESG Improvers with Multi Factor Indices (January 27, 2021) Keep me updated

Rockefeller Asset Management

Focused on Alpha and Outcomes

WHO WE ARE

Rockefeller Asset Management offers equity and fixed income strategies across active, multi-factor passive, and thematic approaches that seek outperformance over multiple market cycles, driven by a disciplined investment process and a highly collaborative team culture.
A history of forward thinking
1st
Track record of innovation that puts investors and their performance first
30
30-years of intellectual capital built from pioneering global equity investing and ESG-integrated research
40
40-years of effective shareholder engagement that seeks to create value and catalyze positive change
Rockefeller Asset Management has the power to convene global networks, generating insights and outcomes not commonly found in the investment community.

What’s New

Rockefeller Climate Solutions Strategy

VantageRock Capital

Bloomberg Rockefeller Multi-Factor ESG Improvers Index (BRAMUT)

Investment Capabilities
Distinctive Equity, Fixed Income and Multi-Asset Class Capabilities for Active, Passive, and Thematic Allocations

Firm Assets Under Management: $11.2B as of 12/31/20
ACTIVE
MULTI-FACTOR PASSIVE
THEMATIC
EQUITY
ALTERNATIVES
FIXED INCOME
Global
U.S.
Non-U.S.
U.S. Small Cap
U.S. SMID Cap
Long-Short Equity
Taxable
Tax-Exempt
Bloomberg Rockefeller Multi-Factor
ESG Improvers Index

Climate Solutions
Ocean Engagement

MULTI-ASSET
Sustainable Investing
The Rockefeller heritage in sustainable and impact investing dates back to the 1970s, when the family office began public and private investment programs that incorporated environmental social values into the investment process.
Today, we believe that rigorous, ESG-integrated analysis coupled with deep shareholder engagement can deliver strong long-term results for our clients. To us, understanding secular environmental and social trands is tantamount to good investing. Intellectual capital built throughout our 30-year Global Equity ESG track record, constructive shareholder engagement approach, and award-winning research will continue to provide us insights not commonly found in the investment community.
      
Four Decades of ESG Leadership
Drawing on the intellectual capital built over the past 40 years, Rockefeller Asset Management offers our investment solutions integrating ESG research and a constructive engagement approach.
Research

Rockefeller’s Proprietary Materiality Map identifies ESG issues that are material to the risk and return profile of companies across 77 Sustainable Industry Classification System (SICS®) industries. It serves as the foundation for our research and engagement process. In the years ahead, we believe that investors will increasingly differentiate between ESG Improvers and ESG Leaders, and that the former may offer greater potential for generating alpha over the long run.

Engagement
Thought Leadership
RAM Research

Insights

Bloomberg and Rockefeller Asset Management Launch ESG Improvers Index
Bloomberg and Rockefeller Asset Management Launch ESG Improvers Index
Constructive Engagement Series: HeidelbergCement Case Study
Constructive Engagement Series: HeidelbergCement Case Study
HeidelbergCement: Engaging Toward Low-Carbon Economy Resilience
Broken Records
Broken Records
In a year of firsts, our view of the most promising and most troubling milestones
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Portfolio Managers & Business Leadership

DAVID P. HARRIS, CFA®

Chief Investment Officer and President of Rockefeller Asset Management

CASEY C. CLARK, CFA®

Global Head of ESG Investments and Portfolio Manager

NANCY M. FINK

Senior Portfolio Manager

ANDREW M. KELLO

Head of Fixed Income and Portfolio Manager

CRAIG LEOPOLD, CFA®

Portfolio Manager

ROLANDO MORILLO

Portfolio Manager

DAN ROSENTHAL

Portfolio Manager

MICHAEL SEO, CFA®

Portfolio Manager

AVERY SHEFFIELD

Senior Portfolio Manager

ALBERT P. SINDALL III, CFA®

Portfolio Manager

DAVID K. SONG, M.D., Ph.D., CFA®

Senior Portfolio Manager

ERIC KONIGSBERG

Chief Operating Officer

LAURA K. ESPOSITO

Head of Institutional & Intermediary Distribution

JOHN "CHIP" MONTGOMERY

Head of Business Strategy and Corporate Development